AI Stock Picks — August 25, 2026
The 5 AI-selected stock picks for August 25, 2026 from StocksRankings — with full investment thesis, bull case, bear case, and key catalyst for each.
5 AI Stock Picks for August 25, 2026
- NVDA — Nvidia [Winner on a Dip]
Nvidia is the dominant supplier of AI accelerators, and the upcoming earnings from its largest customer, TSMC, are expected to confirm continued record demand for its H100 and Blackwell chips. The company’s moat is its proprietary CUDA software stack and ecosystem lock-in, which drives hyperscaler and enterprise adoption at scale, as evidenced by its 5-year return of 845%. With an RSI of 35.2 and the stock trading 10% below its 52-week high, the risk/reward is attractive given the ongoing AI infrastructure buildout.
Key risk: A slowdown in hyperscaler AI capex or a shift to in-house chip design could reduce Nvidia’s data center revenue growth. - GE — GE Aerospace [Winner on a Dip]
GE Aerospace is a leading supplier of commercial and military jet engines, and its aftermarket services business is set to benefit from a global air travel recovery and fleet modernization. The company’s moat comes from its installed base of over 39,000 commercial engines, which generates recurring high-margin service revenue, and its 5-year return of 440% reflects sustained execution. The current price is 11% below its 52-week high, and an RSI of 30.6 signals a favorable entry as travel demand and defense spending support multi-year growth.
Key risk: A material delay in new aircraft deliveries or a downturn in airline profitability could reduce GE’s aftermarket services revenue. - PWR — Quanta Services [Winner on a Dip]
Quanta Services is the leading contractor for grid modernization and utility infrastructure, and the ongoing U.S. grid upgrade cycle is driving multi-year revenue growth. Its moat is a national scale operation with long-term utility contracts, and a 5-year return of 507% demonstrates consistent execution in critical infrastructure. The stock is 21% below its 52-week high with an RSI of 34.1, offering attractive risk/reward as utility capex and federal infrastructure programs accelerate.
Key risk: Project delays or cancellations from utility customers could slow revenue growth and compress margins.
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