2 Market-Beating Tech Stocks That Could Become Even Bigger Winners in AI

Artificial intelligence (AI) stocks didn’t exactly have a smooth start to 2026. With sky-high valuations, slowing enterprise spending, and growing competition, investors began to wonder whether the AI boom had moved too far and too fast.

However, the tech earnings season completely flipped the script. Semiconductor designer Arm Holdings (ARM) and cybersecurity giant Fortinet (FTNT) are proving that the AI revolution is expanding far beyond just GPUs. Shares of these companies have surged 88% and 44% year-to-date (YTD), respectively, crushing the S&P 500 Index's ($SPX) gain of 8% over the same period.