BlackRock's Top 30 AI Stocks for 2026 π
BlackRock just ranked the 30 most important AI companies in the world. π
Surprisingly, $Micron Technology(MU)$ takes the #1 spot, ahead of $NVIDIA(NVDA)$ .
Here's the full ranking:
π₯ Top 10
$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ $Broadcom(AVGO)$ $CoreWeave, Inc.(CRWV)$ $Oracle(ORCL)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Western Digital(WDC)$
11β30
$Seagate Technology PLC(STX)$ $IBM(IBM)$ $Microsoft(MSFT)$ $Arista Networks(ANET)$ $Palantir Technologies Inc.(PLTR)$ $Constellation Energy Corp(CEG)$ $Snowflake(SNOW)$ $Bloom Energy Corp(BE)$ $Astera Labs, Inc.(ALAB)$ $Accenture PLC(ACN)$
$Credo Technology Group Holding Ltd(CRDO)$ $Entegris(ENTG)$ $Onto Innovation Inc.(ONTO)$ $Celestica(CLS)$ $Amkor Technology(AMKR)$ $MongoDB Inc.(MDB)$ $Tempus AI(TEM)$ $Workday(WDAY)$ $CoStar(CSGP)$ $Rambus(RMBS)$
What stands out?
β’ Memory leads the AI stack ($MU)
β’ AI chips dominate the top ranks ($AMD, $TSM, $NVDA, $MRVL, $AVGO)
β’ Infrastructure remains critical ($ORCL, $SMCI, $ANET)
β’ Software and enterprise AI continue to gain importance ($MSFT, $PLTR, $SNOW)
Which company do you think deserves to be higher? π€
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