Top AI Stocks Worth Considering Right Now: Meta, Salesforce, and TSMC Lead the Best Stocks to Invest In

The artificial intelligence revolution is reshaping the global economy, and savvy investors are looking for the best stocks to invest in that can capitalize on this monumental shift. Every generation or so, a breakthrough technology emerges with world-altering implications. Today, that technology is unquestionably generative AI, powered by increasingly sophisticated large language models that promise to transform virtually every industry from healthcare to finance to manufacturing.

For investors seeking exposure to this technological wave, three companies stand out as particularly compelling opportunities. All three boast reasonable valuations relative to their growth potential, making them worthy additions to long-term investment portfolios.

Meta Platforms: Advertising Meets Intelligence

Meta Platforms (NASDAQ: META) may be the biggest beneficiary of advanced generative AI capabilities among all major technology firms. The company’s entire business ecosystem—spanning advertising networks, messaging platforms, and spatial computing hardware—can be fundamentally enhanced by AI-driven automation and optimization.

In the near term, advertising represents the most immediate opportunity. Meta is developing intelligent systems that automatically construct, test, and refine advertising campaigns across Facebook and Instagram. This capability helps small businesses reach their target audiences more efficiently while reducing operational overhead for marketing professionals, ultimately driving increased spending on Meta’s platform.

Beyond campaign optimization, machine learning algorithms work continuously to match advertisements with individual users at precisely the right moments, maximizing advertiser return on investment. This technological edge has already translated into tangible business results: Meta’s advertising revenue climbed 21% through the initial nine months of 2025, demonstrating the practical impact of its AI investments.

The long-term potential extends even further. Generative AI tools could substantially boost user engagement by empowering creators with sophisticated content generation and personalization capabilities. Additionally, advanced AI interfaces could revolutionize how people interact with augmented-reality systems, creating an entirely new computing frontier.

Meta’s confidence in this vision is evident in its substantial infrastructure spending. The company announced plans to increase 2026 capital expenditures by more than $30 billion compared to 2025 levels, bringing total capex to over $100 billion in 2026. While elevated depreciation expenses will create near-term pressure on earnings, the long-term growth trajectory remains compelling. Trading at a forward price-to-earnings ratio of just 22, the stock presents an attractive entry point.

Salesforce: Automation Transforms Enterprise Software

Salesforce (NYSE: CRM) is systematically embedding generative AI capabilities throughout its dominant enterprise software platform. More significantly, the company recently launched Agentforce, a revolutionary platform enabling businesses to build intelligent agents that automate complex workflows using proprietary corporate data.

Agentforce has demonstrated explosive adoption metrics. Annual recurring revenue for this product and the supporting Data 360 platform reached $1.4 billion as of late October, representing 114% year-over-year growth. While this remains a small fraction of Salesforce’s total revenue base, the trajectory is remarkable—Agentforce alone achieved 330% annual recurring revenue growth in the most recent quarter.

The real opportunity lies in customer spending patterns. Management guidance indicates that enterprises adopting Agentforce typically increase their overall Salesforce spending by 200% to 300% over subsequent years. This represents an enormous expansion of the total addressable market. During the company’s recent analyst conference, management highlighted multiple customer case studies demonstrating spending that doubled following Agentforce adoption since its late 2024 launch.

As adoption accelerates, Salesforce expects its sales growth to reaccelerate significantly. Management has articulated an ambitious vision: achieving $60 billion in annual revenue by 2030 with approximately 40% operating margins. This compares favorably against approximately $41 billion in current annual revenue with an expected 34% operating margin for the current year.

Even if the company falls short of these targets, the directional trajectory appears credible. Supporting evidence comes from rising remaining performance obligations, which climbed 12% year-over-year in the latest quarter, signaling strong future revenue visibility. At a forward valuation of just 19 times earnings, Salesforce trades at a compelling price relative to its growth potential.

TSMC: The Indispensable Chip Maker

Taiwan Semiconductor Manufacturing Company (NYSE: TSM), commonly known as TSMC, has emerged as the primary beneficiary of surging artificial intelligence chip demand. The company’s manufacturing technology is unmatched in the industry, making it the essential supplier for organizations developing cutting-edge AI accelerators and graphics processors.

Competitors lack either the technological sophistication or manufacturing capacity to fulfill orders for advanced semiconductor designs. This competitive moat has translated into extraordinary financial performance. TSMC achieved 35.9% sales growth in 2025, while simultaneously expanding gross margins to 59.9%. By the third quarter, the company controlled approximately 72% of the global contract chip manufacturing market.

Management expects this momentum to persist throughout 2026 and beyond. The company implemented price increases across advanced manufacturing processes (7-nanometer chips and smaller) at the beginning of the year, with additional planned increases through 2029. These advanced chips represent roughly three-quarters of TSMC’s revenue base, providing substantial pricing power and margin expansion opportunities.

Capital spending plans underscore management confidence. TSMC allocated between $52 billion and $56 billion for capital expenditures, up significantly from $40.9 billion in the prior year—representing a 31% increase at the guidance midpoint. Notably, TSMC historically demonstrates discipline in capex allocation, ensuring robust demand validation before expanding production capacity.

Management has raised its five-year revenue growth guidance to 25% annually between 2024 and 2029, up from prior guidance of 20%. This implies approximately 22.4% cumulative sales expansion over the next four years. Given this projected performance combined with demonstrated pricing power in advanced technologies, TSMC should generate earnings growth in the mid-20% annual range through the remainder of this decade.

The stock’s current valuation of 23 times forward earnings appears reasonable given the projected performance and competitive advantages, making it another attractive entry point for long-term investors.

The Investment Landscape: A Balanced Perspective

These three companies represent some of the best stocks to invest in for those seeking artificial intelligence exposure. Each operates in a different segment of the AI ecosystem—from platform services to enterprise software to semiconductor manufacturing—providing diversification while maintaining thematic coherence.

The relatively modest valuation multiples (forward P/E ratios ranging from 19 to 23) across all three positions are particularly noteworthy. These valuations suggest that market participants have not yet fully priced in the magnitude of potential AI-driven transformation, particularly given historical precedents. Previous technology revolutions—including the internet boom and mobile computing era—saw leading beneficiary companies generate extraordinary returns for patient, long-term investors.

However, as with all equity investments, success requires patience and conviction. The realized returns depend not just on technological success but on execution, market adoption rates, and macroeconomic conditions. Nevertheless, for investors with a multi-year investment horizon and tolerance for market volatility, these companies offer compelling risk-reward profiles in the artificial intelligence investment landscape.