Popular stock market YouTuber Chris Sain, who has more than 1.11 million subscribers, is once again turning attention toward AI stocks he believes could create wealth over the next few years.
In a new video, Sain broke down several companies tied to artificial intelligence, cloud computing, semiconductors, and data infrastructure. He focused heavily on buying strong companies before they become expensive household names.
His message stayed simple throughout the video: investors who position themselves early in quality AI companies may benefit the most as the sector keeps expanding across the global economy.
What you'll learn 👉
Chris Sain’s Top AI Stock Picks for 2026
One of the first companies Sain mentioned was UiPath, trading under ticker PATH. The stock trades near $10, and Sain called it one of the more affordable AI names for long-term investors.
UiPath focuses on automation software powered by AI, helping businesses automate repetitive office tasks. Sain compared the opportunity to earlier investments in companies like Palantir and SoFi before those stocks climbed much higher.
He also pointed toward Vertiv Holdings, ticker VRT, which has become one of the biggest beneficiaries of the AI data center boom. Vertiv builds cooling and power infrastructure used inside AI data centers.
The stock trades above $300 after a large run over the past year, though Sain argued that expensive share prices do not always mean a company lacks value. Companies keep needing more computing power. So demand for AI servers and data center gear keeps going up.
ARM Holdings also made the list. ARM designs the blueprint for chips. Those chips go into phones, AI gadgets, and cloud computers. Sain called ARM one of the strongest AI names to hold for years. His reason was simple: as AI spreads into more industries, people keep needing more chips.
He also revisited AMD, one of his longest-running AI winners. Sain said he first discovered AMD when it traded around $4 before the stock eventually climbed above $400 during its strongest rally cycle.
Another stock Sain remains bullish on is Palantir Technologies. The Palantir price climbed above $200 earlier in the cycle before cooling near $136. Sain still believes the company remains one of the strongest long-term AI plays because of its deep ties to government contracts, military analytics, and enterprise AI systems.
Nvidia also stayed near the top of his list after reaching his long-standing $230 target. Sain explained that taking profits near psychological levels remains important because stocks often retrace after hitting major price targets.
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News Driving AI Stocks Higher Today
AI stocks are going up because the whole world wants more tech. Chips, data centers, business computing, all of it. Dell Technologies jumped 17% after saying demand is strong for the AI servers that power big computer systems.That move pushed the stock to new highs as enterprise spending on AI hardware continues to grow.
Micron Technology also pumped 17% after UBS raised its outlook, citing strong memory chip demand tied to AI workloads. Taiwan Semiconductor added another layer to the trend, with its market value reaching $4.95 trillion, overtaking India’s $4.92 trillion stock market and ranking as the fifth-largest globally. This shows how AI chip demand is reshaping global equity leadership.
On the energy side, fights between countries made things jumpy. The U.S. hit military targets in southern Iran. That pushed Brent crude oil above $98 a barrel, a 2% jump. Energy stocks moved in different directions.
Exxon Mobil fell 1.4% as traders tried to figure out what supply problems might come next. When oil goes up, it usually costs tech companies more to run. That makes people feel worse about risky assets.
Earnings reports also moved some stocks. AutoZone dropped 4% because its revenue came in lower than expected at $4.84 billion. Its earnings per share were $38.07. Ferrari fell 3% after showing off its new $640,000 electric car called “Luce.”
Investors weren’t sure about the price or how many people would buy it. On the other hand, Modine Manufacturing jumped 16%. The company landed a $4 billion deal for thermal power and cooling systems for AI data centers. That deal runs through 2029. It shows how AI demand is starting to help industrial suppliers too.
However, AI stocks are one of the biggest moving markets in 2026. People keep putting money into chips, cloud systems, automation software, and data center companies. Artificial intelligence is digging deeper into everyday business.
Chris Sain thinks names like Nvidia, AMD, Palantir, UiPath, Vertiv, and ARM could still go much higher over the next few years. That is, if companies keep spending more and more on AI.
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