This is a good time to invest in technology stocks for two reasons. First, we are at the beginning of the growth story for a promising new area, and that is artificial intelligence (AI). JPMorgan Chase Chief Executive Officer Jamie Dimon has even said that AI could be as transformative for the world as the steam engine and the internet. And analysts predict that the AI ​​market could grow from $200 billion to more than $1 trillion in the time frame from today through 2030.
Second, some of these players are currently trading at reasonable valuations given their long-term prospects. This offers investors the opportunity to participate in this exciting growth story at a fair price.
So if you have $50,000 to invest and want to buy growth stocks, it’s a good idea to pick up tech players active in the AI ​​space, from designers of AI products to those who use them or sell AI services to others . I would spread this investment across different players and of course ensure that this is done in the context of a diversified portfolio; it is always best to invest in a few sectors, just in case one falls on hard times.
To increase the safety of this bet, I prefer companies that do not rely solely on AI and had already built profitable businesses before this boom. Taking all this into account, here are the best stocks to invest $50,000 in right now.
Amazon
Amazon (NASDAQ: AMZN) is perhaps the safest of all AI bets thanks to its diversification across fast-growing industries. The company is a leader in e-commerce and cloud computing through its Amazon Web Services (AWS) business. These two key areas have helped Amazon generate billions of dollars in revenue and profits in recent years. And today, Amazon’s investments in AI are contributing to its bottom line.
This market giant benefits from AI in two ways. First, Amazon uses the technology to increase its own e-commerce efficiency, for example by selecting the fastest delivery routes for packages. This should reduce Amazon’s costs and in turn increase profits. Second, AWS is fully committed to AI and offers a wide range of products and services to meet virtually any need for a customer launching an AI project. Thanks to this focus on AI, AWS recently reached $105 billion in annual revenue.
Today, Amazon shares trade for 39 times forward earnings estimates. This is not dirt cheap, but remains very reasonable given the company’s solid market position.
Oracle
Oracle (NYSE: ORCL) is an emerging AI powerhouse. Originally known for its database software, Oracle has lately moved to prioritizing cloud infrastructure — and it’s been a worthwhile bet as the company has seen demand and revenues rise.
For example, in the most recent quarter, cloud infrastructure revenue rose 45% to $2.2 billion, and total remaining performance obligations (RPO) – which represents the contract backlog – rose 53% to $99 billion. All this gives investors a reason to be optimistic about the growth ahead.
Another positive point is that Oracle has signed multi-cloud agreements with market giant AWS, MicrosoftAnd Alphabet‘s Google Cloud. This allows customers to use Oracle’s database technology through any of these cloud providers. So Oracle has made itself easily accessible while also offering customers additional types of flexibility, such as Oracle Alloy, that allows partners to customize their cloud experience.
Shares of Oracle are currently trading at 26 times forward earnings estimates, higher than in the past, but a deal considering Oracle’s AI growth.
Metaplatforms
You can use one Metaplatforms (NASDAQ: META) service every day when you message a friend on WhatsApp or Messenger, or post something on Instagram or Facebook. Meta owns these top social media apps and thanks to advertisers on these platforms, the company has generated billions of dollars in revenue.
I expect this to continue as Meta has a solid competitive advantage. It is very difficult for users to switch to other platforms knowing that many of their contacts may not follow. After all, around 3.2 billion people worldwide use at least one of Meta’s apps every day.
But Meta doesn’t stop there. The company has made AI its biggest area of ​​investment this year and has already launched its first virtual assistant. In fact, the company aims to create AI tools for professional and leisure purposes to meet the needs of every Meta user. And that may be just the beginning, as Meta explores a wide range of AI products and services with the goal of being a leader in the space.
All of this makes the stock look particularly cheap, based on just 26 times forward earnings estimates.
Nvidia
This article wouldn’t be complete without mentioning the star of the AI ​​market right now, and it is Nvidia (NASDAQ: NVDA). Some investors are concerned about investing in this chip designer as its profits and stock performance have soared in recent years. Profits have grown by triple digits quarter after quarter into the billions of dollars, and the stock is up more than 400% in the past three years.
So the worry is that Nvidia’s strongest wave of growth is over and that rivals may slip by. I wouldn’t expect Nvidia to record that kind of revenue or share non-stop performance. But I think the growth opportunities are far from over and a new wave of growth may be on the horizon. It is important to remember that Nvidia is the market leader and its focus on innovation should maintain this position.
The company is now planning to launch the new Blackwell architecture, a platform that should drive growth and could lead to greater stock performance over time.
And that’s why Nvidia’s valuation at 42 times forward earnings estimates seems reasonable, and it’s worth picking up this winning stock at this level.
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, former director of market development and spokeswoman for Facebook and sister of Mark Zuckerberg, CEO of Meta Platforms, is a member of The Motley Fool’s board of directors. Suzanne Frey, a director at Alphabet, is a member of The Motley Fool’s board of directors. Adria Cimino has positions in Amazon and Oracle. The Motley Fool holds positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls to Microsoft and short January 2026 $405 calls to Microsoft. The Motley Fool has a disclosure policy.
The Best Stocks to Invest $50,000 In Now was originally published by The Motley Fool
