Top AI Stocks to Buy This November

What Happened

The AI infrastructure buildout has moved from theory to reality. Major tech companies like Microsoft, Alphabet, Meta Platforms, and Amazon are collectively spending $100 billion per quarter on data centers, with even bigger checks planned ahead. This is a massive land grab for compute capacity, power, and AI talent that could define the next decade of technology leadership.

Microsoft plans to nearly double its data center footprint over two years. Alphabet has raised its 2025 capital expenditure guidance to a range of $91 billion to $93 billion. Meta has increased its guidance to a range of $70 billion to $72 billion and flagged notably larger spending in 2026. This spending represents a fundamental shift in how tech platforms are allocating capital.

Against this backdrop, two stocks stand out as the clearest ways to capture this hyperbuild: Nvidia and Amazon. One provides the essential tools that make the buildout possible, while the other monetizes the infrastructure through cloud services that generate billions in quarterly operating profit.

The Chip Architect Sitting on Half a Trillion in Demand

Nvidia has crossed $5 trillion in market capitalization, cementing its position as the world's most valuable company. CEO Jensen Huang recently disclosed that Nvidia has visibility into more than $500 billion of combined Blackwell and Rubin revenue through 2026. While the company later clarified that this represents pipeline visibility rather than firm orders, the magnitude signals unprecedented demand for AI accelerators—the specialized chips that train and run AI models—that shows no signs of cooling.

The hyperscalers (Amazon, Microsoft, Alphabet, and Meta) have just raised their 2025 capital expenditure (capex) guidance, with some planning to nearly double data center footprints and lift AI capacity by more than 80% in fiscal 2026. Nvidia benefits directly from this spending wave, shipping the graphics processing units (GPUs) and networking infrastructure that power these builds. The company's competitive advantage extends beyond raw chip performance—its CUDA software platform, which developers use to write AI applications, creates switching costs that keep customers locked into the Nvidia ecosystem even as they develop custom silicon alternatives.

The Blackwell architecture is ramping up now, with Rubin already on the roadmap for future releases. This sustained product cadence ensures that even as customers transition from current-generation Hopper chips to Blackwell and eventually Rubin, Nvidia maintains its revenue momentum. Export restrictions to China and potential digestion periods as customers absorb new hardware represent real risks, but the $500 billion visibility provides a cushion that few companies can match.

The Cloud Giant Finding Its AI Acceleration

Amazon Web Services delivered $33 billion in Q3 revenue, up 20.2% year over year—growth the company hadn't seen since 2022. CEO Andy Jassy emphasized that demand is coming from both generative AI services (like chatbots and content generation tools) and core infrastructure, with AWS adding more than 3.8 gigawatts of data center capacity in the past 12 months. The cloud unit generated operating income of $11.4 billion in the most recent quarter, representing about two-thirds of Amazon's total operating profit.

That cash engine funds the massive capital expenditure required to stay competitive—Amazon raised its 2025 capex guidance to $125 billion (up from $118), with analysts expecting further increases in 2026. The company says more than half of its Bedrock AI service now runs on custom Trainium and Inferentia chips, which improves both margins and total cost of ownership as AI services scale. This in-house silicon strategy differentiates AWS from pure infrastructure plays, creating a path to better unit economics even as competitive pressure intensifies from Microsoft Azure and Google Cloud.

The recent opening of Project Rainier, an $11 billion AI data center campus built to power Anthropic's Claude models, demonstrates AWS' willingness to make massive, customer-specific infrastructure commitments. These large-scale deployments create long-term revenue visibility and switching costs that protect AWS' market-leading position in cloud infrastructure. Major enterprise clients, including Delta Air Lines, Volkswagen Group, and SAP, are also expanding their AWS footprints, validating the platform's ability to handle mission-critical workloads at scale.

All told, Amazon's ongoing AI hyperbuild and supercharged cloud growth make it a top stock to buy this month.

Implications and Takeaways

Investing in Nvidia and Amazon could be a strategic move given their pivotal roles in the AI infrastructure buildout. Nvidia's dominance in AI accelerators and Amazon's robust cloud services make them standout choices. However, investors should also consider diversifying their portfolios by looking at other promising stocks identified by analysts.

For instance, The Motley Fool Stock Advisor analyst team recently identified 10 stocks they believe are the best for investors to buy now, and Nvidia wasn't one of them. These stocks could produce substantial returns in the coming years. For example, if you had invested $1,000 in Netflix when it was recommended on December 17, 2004, you'd have $603,392 today. Similarly, if you had invested $1,000 in Nvidia on April 15, 2005, you'd have $1,241,236 today.

The total average return of Stock Advisor is 1,072%, which is significantly higher than the S&P 500's 194% return. Joining an investing community built by individual investors for individual investors could provide valuable insights and opportunities.

George Budwell has positions in Microsoft and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Delta Air Lines and Volkswagen Ag and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.