Top 5 AI Stocks to Buy After The Crash

The Nasdaq had its biggest point drop ever on Friday. That set off a broad sell-off across tech and AI stocks. For investors, market drops like this often create a chance to look at good companies that might now be cheaper.

Ricky Gutierrez, a popular investor and YouTuber with 1.24 million subscribers, went through some of the market’s strongest AI and semiconductor stocks after the sell-off.

His watchlist focused on Dell, SanDisk, Micron, IBM, and Intel, though he expressed the most confidence in Dell, Micron, SanDisk, and IBM due to their earnings strength and exposure to artificial intelligence infrastructure.

Why These AI Stocks Stand Out

Intel remains one of the most debated AI stocks after its run from late 2025 lows. The company generates roughly $53 billion in annual revenue, but it still reported annual losses of about $3.3 billion. Ricky Gutierrez called Intel his least favorite stock on the list because he believes its valuation has moved far ahead of its financial performance. 

Dell is one of Gutierrez’s top picks after the market drop. The company makes about $134 billion a year in revenue and pulls in $8.4 billion in net income. Its latest earnings beat expectations, thanks to strong demand for AI servers and business infrastructure.

SanDisk has been one of the best performers in chips. Demand for AI storage products helped the company beat earnings and raise its outlook. Even after its run-up, a lot of investors are still watching the stock. AI apps need tons of data storage, and that trend is not slowing down.

Micron remains one of the biggest beneficiaries of the AI boom. The company produces roughly $58 billion in annual revenue and $24 billion in net income. Demand for memory products used in AI systems has helped support both earnings growth and investor interest.

IBM completes the list as a more conservative AI investment. The company generates around $68 billion in annual revenue and $10 billion in net income. Investors continue to watch its AI software and enterprise services business after several quarters of improving results.

Factors Driving Stock Prices Presently

Corporate earnings are still a big reason stocks are coming back. Nvidia, Alphabet, and Apple together are now worth about $14 trillion. Nvidia is still leading AI after its first-quarter 2026 numbers came in better than expected. That came after a year where its revenue jumped 65% to $215.9 billion.

Across the wider market, analysts now think S&P 500 earnings per share will reach about $306 in 2026. Earlier estimates were closer to $272. That kind of growth helps keep stock prices up.

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The US economy has also given investors confidence. Real GDP grew at an annual rate of 2.0% in the first quarter of 2026. Consumer spending and business activity held up. At the same time, the Fed has kept rates near 3.6%. Prediction markets put the chance of no rate change at the June meeting at nearly 99%. That removes worries about another round of aggressive hikes.

Investors still love AI. The S&P 500 trades at about 22 times expected earnings. That means people are willing to pay extra for future growth. Wall Street strategists tracked by Bloomberg see the S&P 500 ending 2026 at 7,555 on average. Some forecasts go as high as 8,100. Those expectations keep demand for AI stocks going, even with the market swinging around lately.

The recent market drop has given investors a chance to look at top AI companies at lower prices. Dell, Micron, SanDisk, IBM, and Intel are still some of the most watched names. But when you look at earnings growth, AI exposure, and financial strength, Dell, Micron, SanDisk, and IBM stand out as the best options for a lot of investors.

Frequently Asked Questions

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