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Barchart
Barchart
Chris MacDonald

Buy This 1 Top AI ‘Picks-and-Shovels’ Stock Now for 2026

NetApp NTAP

The artificial intelligence trade is one that most investors would agree defined 2025. With a similar outlook expected for 2026, one should consider the impact AI is expected to have on overall GDP growth. I do think companies driving the ball forward in this part of the economy will continue to be looked up to as potential winners in the New Year. 

With more and more attention now being paid toward so-called “picks-and-shovels” plays in the AI space (those companies providing the infrastructure and technology to support the AI revolution from the back end), I do think that companies like NetApp (NTAP) could be atop many investor watch lists. Overlooked names like NTAP could win big from the AI trade running hot again in 2026. 

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