9 Top Stocks To Buy Now For July 2026

1. Taiwan Semiconductor (TSM)

2. Micron Technology (MU)

4. NextEra Energy (NEE)

5. Vertiv Holdings (VRT)

6. Williams Companies (WMB)

7. Astera Labs (ALAB)

8. Cameco Corporation (CCJ)

9. Credo Technology (CRDO)

In May, Fidelity Investment’s Director of Global Macro Jurrien Timmer argued that stock prices could continue strong in the second half of 2026—despite the rising inflation risk and the potential long-term effects of the Iran conflict. Morgan Stanley also predicted a 12% gain in the S&P 500 over the next 12 months. Both stock market outlooks cited surging AI-related capital spending as a driver.

As the AI capex cycle continues, companies serving known AI bottlenecks stand to benefit. For that reason, they are the focus for my 10 best stocks to buy now for July 2026.

9 Top Stocks To Buy Now For July 2026

Well-documented AI bottlenecks include power, memory and cooling systems.

Natural gas is the most popular power source for AI data centers currently, but this could change over time. As power needs increase, clean sources stand to gain momentum. Nuclear energy may have a long-term advantage because it produces power more consistently than solar or wind energy.

Companies to watch include:

Natural gas pipeline operator Williams Companies

Clean energy leader and utility company NextEra

Uranium supplier Cameco

Processors are the headlining hardware in AI, and they are capacity constrained. But there’s also a genuine limitation related to memory, specifically, how fast data moves between the processor and storage. High-powered chips can only process as fast as they can access data. Tech companies are exploring several solutions:

Micron, SK Hynix and Samsung make high-bandwidth memory (HBM)

TSM and Intel develop advanced packaging that shortens how far data must travel

Astera Labs and Credo Technology make specialized connectivity chips to manage data movement

Traditional air systems are proving insufficient for modern AI clusters. Liquid cooling is becoming the new standard for its efficiency and effectiveness. A report by Persistence Market Research recently predicted the value of the global data center liquid cooling market would grow to $29.2 billion by 2033 from $5.7 billion in 2026. This is only a single view, but it demonstrates the optimism around this business.

Vertiv and Schneider Electric specialize in liquid cooling.

Some of the companies noted are foreign businesses that trade over the counter in the U.S. Narrowing the list to exchange-traded companies leaves the nine options shown in the table below.

A closer look at each company follows. Metrics are sourced from company reports and StockAnalysis.com. Revenue and EPS data are from each company’s most recent fiscal year and growth expectations are for the current fiscal year.

For........

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