Which US Stocks to Buy in December: 6 AI-Driven Growth Companies Worth Your Attention

Key Points

• AI hyperscalers are massively scaling their infrastructure investments through 2026
• The semiconductor supply chain is positioned for explosive growth
• Several tech giants are diversifying their revenue streams beyond their core businesses

The AI Boom Reshapes Tech Investment Landscape

As we head into 2026, the artificial intelligence revolution continues to reshape which US stocks to buy for growth-oriented portfolios. Rather than looking at 2025’s remaining weeks, savvy investors are already positioning themselves for next year’s opportunities. The AI infrastructure buildout is creating winners across multiple layers of the technology stack—from chip designers to manufacturers to the companies actually deploying these systems.

The Chip Designers Leading the AI Arms Race

Nvidia stands as the undisputed leader in AI computing hardware. During its most recent fiscal quarter (ended October 26), the company reported revenue surging 62% year-over-year to hit $57 billion. For a company of its scale, this growth rate is extraordinary. What’s more impressive is Nvidia’s stated visibility into future demand: the company flagged $500 billion in expected Blackwell and Rubin chip sales stretching from early 2025 through the end of 2026. This pipeline alone demonstrates why Nvidia remains a cornerstone holding for those looking to invest in growth stocks during market pullbacks.

Broadcom occupies a different but equally strategic position within the semiconductor ecosystem. While Nvidia dominates general-purpose GPU accelerators, Broadcom has carved out a lucrative niche designing custom AI chips tailored to specific workloads. The company collaborates directly with AI hyperscalers—including creating Tensor Processing Units in partnership with Alphabet—to maximize performance while minimizing costs. Recent reports suggest Meta Platforms is evaluating bulk purchases of these custom chips, a development that could significantly boost Broadcom’s growth trajectory in 2026.

The Foundry Advantage: Taiwan Semiconductor’s Neutral Position

Taiwan Semiconductor Manufacturing (TSMC) occupies perhaps the most defensible position in the AI chip value chain. As the manufacturer for both Nvidia and Broadcom designs, TSMC benefits from the success of multiple chip designers rather than betting on a single company’s fortunes. In Q3, TSMC reported 41% year-over-year revenue growth in US dollar terms. Despite this strong performance and its role as a supply chain essential, TSMC trades at a valuation discount compared to Nvidia and Broadcom—making it a compelling entry point for value-conscious growth investors.

The Application Layer: Where AI Gets Deployed

Meta Platforms has faced significant short-term headwinds as the market digests its aggressive data center infrastructure plans for 2026. The company is entering unconventional financing arrangements, including off-balance-sheet joint venture structures, to fund its buildout. This strategic pivot has caused Meta’s stock to decline roughly 20% from recent highs. However, the underlying business remains robust: Q3 revenues expanded 26% year-over-year. As the market eventually recognizes the competitive advantages Meta is building through this infrastructure investment, the stock appears poised for recovery.

Alphabet has undergone a remarkable transformation from AI skeptic to serious contender. Its generative AI capabilities now rank among the best available, and the company is seamlessly weaving these tools into core products like Google Search. Q3 results underscored this momentum with revenue growing 16% year-over-year and diluted EPS climbing 35%. Beyond its consumer-facing products, Alphabet is exploring direct sales of its TPU accelerators to other data center operators—a potential revenue stream that could reshape the company’s growth profile in 2026.

Amazon deserves consideration despite the market’s relative indifference this year. While the broader S&P 500 has returned roughly 16% year-to-date, Amazon’s stock is up only about 5%. Yet the company continues expanding meaningfully: Q3 revenue climbed 13% year-over-year, propelled by its cloud computing division and rapidly emerging advertising services. Both segments are positioned for continued momentum throughout 2026, suggesting the market may be underappreciating Amazon’s growth trajectory.

Making Your December Move

Which US stocks to buy ultimately depends on your risk tolerance and investment thesis. The AI-driven growth opportunity extends across the entire technology stack—from the companies designing cutting-edge processors to those manufacturing them to the enterprises deploying them at scale. With several of these names trading at attractive entry points following recent volatility, December presents an opportunity to build positions ahead of what could be a significant expansion cycle in 2026.