My Top 3 Mega-Cap AI Stocks to Buy After February's Tech Pullback

2026-03-06 09:30:00 ET

Investors rushed to get in on technology stocks over the past three years, particularly those involved in the high-potential area of artificial intelligence (AI) -- and this powered the S&P 500 bull market. The next new thing in tech, from the internet to smartphones, has always led to enormous revenue growth for the leaders in those arenas, and investors have benefited. And today, this next new thing may be AI.

But many concerns have been popping up over the past few months, and that's weighed on these generally hot stocks. Late last year, investors worried about the high valuations of some and the possibility of an AI bubble taking shape. In more recent weeks, investors have questioned the pace of AI spending -- and whether the revenue opportunity will fall short of expectations. And as AI has proven its strengths, another worry has popped up: Could AI replace certain tools of today, such as software?

However, tech prospects continue to look bright, and evidence doesn't support the concerns that have circulated. For example, AI demand remains strong, and experts have suggested that AI will be complementary to other technologies. Meanwhile, recent declines have lowered valuations of many top players, offering us buying opportunities. Here are my top three mega-cap AI stocks to buy after February's tech pullback.

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