Best Stocks to Buy Right Now: 7 Picks for June 2026
Updated June 10th, 2026
May delivered another strong month for anyone paying attention to the infrastructure layer of the AI economy. The S&P 500 held up, earnings across this watchlist were broadly strong, and the common thread across every name below got louder: the companies that build, power, and enable the AI build-out are generating real earnings from real customers with real contracts. That story did not change in May. It accelerated.
Here is what I am watching heading into June.
1. Arista Networks (ANET): Supply-Constrained and Still Raising Guidance
Arista reported Q1 2026 results on May 5th that were hard to argue with from any angle. Revenue came in at $2.709 billion, up 35.1 percent year over year, beating the company’s own $2.6 billion guide. EPS of $0.87 beat analyst estimates of $0.79 by over 10 percent. Operating cash flow hit a record $1.69 billion.
The headline that mattered most: management raised full-year 2026 revenue guidance to $11.5 billion and lifted the AI revenue target to $3.5 billion, up from $3.25 billion. That means Arista expects to more than double its AI-specific sales year over year.
Wall Street vs. Reality: The bear case centers on gross margin pressure, which came in at 61.9 percent versus 63.7 percent a year ago. Supply chain inflation and customer mix are the culprits, and management was transparent about it. What got buried in the margin noise was the billings growth story and the $7.7 billion in remaining performance obligations sitting on the balance sheet. That is a forward revenue commitment, not a hope.
My Position: I have held ANET since mid-2025 and added on the post-earnings dip. When a company with $1.69 billion in quarterly operating cash flow sells off because gross margins compressed 180 basis points, that is a sentiment reaction, not a business deterioration. I used it accordingly.
2. NVIDIA (NVDA): Agentic AI Just Changed the Demand Equation
NVIDIA reported Q1 fiscal 2027 earnings on May 20th and the numbers were extraordinary by any measure. Revenue hit $81.6 billion, up 85 percent year over year, beating Wall Street estimates of $78.8 billion. Data center revenue reached $75.2 billion, accounting for 92 percent of total sales and roughly doubling from a year earlier.
CEO Jensen Huang’s framing was the real story. He described the quarter as the moment agentic AI arrived at scale, and called the infrastructure build-out “the largest infrastructure expansion in human history.” NVIDIA also added $80 billion to its share repurchase authorization and increased its quarterly dividend.
Wall Street vs. Reality: The stock fell after earnings on a buy-the-rumor, sell-the-news dynamic. The stock had run 13.7 percent ahead of the report and expectations were priced for a massive beat rather than a strong one. None of the business fundamentals justified the selloff. Blackwell demand remains supply-constrained, hyperscaler capex is accelerating, and the next architecture (Rubin) is already in pipeline discussions.
My Position: NVDA remains my largest single holding. The post-earnings pullback was a gift for anyone who had been waiting for a better entry. Louis Navellier’s Growth Investor has been pounding the table on Blackwell cycle names for months, and the Q1 print validated that thesis completely.
3. GE Vernova (GEV): Data Center Orders Are Now Larger Than Full-Year 2025 in a Single Quarter
GE Vernova reported Q1 2026 on April 22nd and the numbers were remarkable. Revenue came in at $9.3 billion, up 16 percent year over year. Orders hit $18.3 billion, up 71 percent year over year, with a book-to-bill ratio of approximately 2. The backlog grew to $163 billion and management pulled forward their $200 billion backlog target to 2027, a full year ahead of schedule.
The number that stopped me cold: data center orders in Electrification alone hit $2.4 billion in Q1. That is more than GEV booked from data centers in all of 2025. In one quarter.
Wall Street vs. Reality: The Wind segment is a real headwind, with EBITDA losses of $382 million and ongoing tariff pressure. That is the legitimate bear case. But the Power and Electrification segments are printing money, free cash flow nearly doubled previous annual results in a single quarter, and management raised full-year guidance across revenue, EBITDA margin, and free cash flow. The Wind noise is obscuring a fundamentally stronger business.
My Take: I started a position in GEV in Q1 and added after the earnings print. The data center electrification angle is exactly the kind of picks-and-shovels opportunity that tends to get overlooked until it is obvious. At this point it is becoming obvious.
4. Vistra Energy (VST): Meta Just Signed a Nuclear Power Deal Worth 2,600 Megawatts
Vistra reported Q1 2026 on May 7th with record results. Adjusted EBITDA hit $1.494 billion, up roughly 20 percent from Q1 2025 and nearly 85 percent from Q1 2024. Revenue came in at $5.64 billion, beating estimates. Net income swung to $1.03 billion from a loss of $317 million in the same quarter a year ago.
The more important development happened before the quarter even started. In the first week of January, Vistra announced long-term power purchase agreements with Meta for approximately 2,600 megawatts of nuclear capacity at its PJM sites. That deal is not in current guidance. Neither is the pending $4.7 billion Cogentrix acquisition.
Wall Street vs. Reality: The stock has been volatile and trades near its 52-week low despite the earnings beat. The market is focused on weather sensitivity and near-term margin dynamics. Management’s own projection is 5 to 6 percent annual load growth in ERCOT through 2030. That is the structural demand backdrop that makes near-term noise irrelevant to the multi-year thesis.
My Position: Small position since late 2024, holding and watching the Meta deal close. Jim Rickards has written extensively about grid security and energy as a strategic asset in Strategic Intelligence, and the nuclear angle he has been tracking lines up directly with what Vistra is executing.
5. Albemarle (ALB): EBITDA Up 148 Percent and Energy Storage Demand Through Early 2027
Albemarle reported Q1 2026 on May 7th and the recovery thesis that patient holders had been waiting for arrived loudly. Net sales grew 33 percent to $1.43 billion. Adjusted EBITDA hit $664 million, up 148 percent year over year. Energy Storage EBITDA rose 196 percent. Adjusted EPS came in at $2.95, and the company used the quarter to pay down $1.3 billion in debt, ending with net debt-to-EBITDA of 1x.
Management’s commentary on demand was the most bullish I have seen from them in two years. Customer order books are full through early 2027. Energy storage demand is up 117 percent year over year. Lithium consumption year-to-date is up 37 percent, near the upper end of Albemarle’s 2026 forecast.
Wall Street vs. Reality: The stock jumped over 8 percent on the earnings print. Lingering concern focuses on lithium price sensitivity and the wide range in Albemarle’s full-year guidance scenarios. That sensitivity is real. But a company that stayed free cash flow positive through the 2024 trough and came out with a clean balance sheet is a very different risk profile than the market was pricing in six months ago.
My Position: This remains my anchor commodity play. I held through the lows because the balance sheet never actually broke, and the Q1 print validated that patience completely. For anyone who wants a forensic accounting read on commodity balance sheets through cycles like this, Joel Litman’s Hidden Alpha does exactly this kind of deep work.
6. Palantir Technologies (PLTR): Fastest Revenue Growth as a Public Company and Raising Again
Palantir reported Q1 2026 on May 4th and the results were the strongest in the company’s history as a public company. Revenue hit $1.633 billion, up 85 percent year over year, marking eleven consecutive quarters of accelerating growth. U.S. revenue grew 104 percent. U.S. commercial revenue grew 133 percent. GAAP net income was $870.5 million. The Rule of 40 score hit 145 percent.
Management raised full-year 2026 guidance to $7.65 to $7.662 billion, representing 71 percent annual growth, and lifted U.S. commercial revenue guidance above $3.224 billion. CEO Alex Karp called for the U.S. business to double again in 2027.
Wall Street vs. Reality: The stock moved only modestly after earnings because the valuation at roughly 46 times forward revenue already embedded significant optimism. That is a fair observation. It is also true that a software business growing revenue 85 percent with 88 percent gross margins and a 60 percent adjusted operating margin is not a normal software business. The question is not whether the valuation is rich. It is whether the business can grow into it. So far the answer every quarter has been yes.
My Position: Long-term bull, not trading around quarterly swings. James Altucher flagged PLTR early in his Investment Network and the thesis has only gotten stronger. The U.S. commercial momentum is nowhere near its ceiling.
7. Constellation Energy (CEG): Revenue Beat by $2.4 Billion and 20 Percent EPS Growth Targeted Through 2029
Constellation reported Q1 2026 on May 11th and demolished estimates. Revenue came in at $11.12 billion against a Wall Street consensus of $8.71 billion, a beat of more than $2.4 billion. Adjusted EPS of $2.74 beat estimates of $2.59. GAAP EPS hit $4.49 versus $0.38 in the prior year.
The Calpine acquisition, which closed earlier this year and added 23 gigawatts of capacity, was the primary driver. Management affirmed full-year 2026 EPS guidance of $11 to $12 per share and outlined a multi-year framework targeting more than 20 percent base EPS growth from 2026 through 2029. Free cash flow is projected at $8.4 billion for 2026 and 2027 combined, rising to $11.5 to $13 billion in 2028 and 2029.
Wall Street vs. Reality: The stock is down roughly 14 percent year-to-date despite the earnings beat, weighed down by broader energy sector volatility and integration cost concerns. Management secured approval to co-locate a CyrusOne data center at its Freestone site, adding another hyperscaler revenue stream that is not in current guidance. The long-term power purchase agreements with Microsoft and Meta represent contracted, inflation-linked cash flows that most utilities would trade anything to have.
My Take: I have been building this position slowly alongside VST. Between the two, I believe you want nuclear exposure in any serious infrastructure-themed portfolio right now. The thesis is simple: AI needs power, nuclear delivers it reliably, and the contracts are getting signed. Between this and VST, I think you want some nuclear exposure in any serious infrastructure-themed portfolio right now.
The Bottom Line for June:
Q1 2026 earnings across this watchlist told a consistent story. The AI infrastructure demand cycle is not slowing. It is accelerating. NVIDIA reported data center revenue that nearly doubled year over year. Palantir hit its fastest revenue growth as a public company. GE Vernova booked more data center electrification orders in one quarter than it did in all of 2025. For deeper analysis on the AI infrastructure theme, see our full guide to best AI infrastructure stocks to watch in 2026.
The common thread is not narrative. It is contracted revenue, growing backlogs, and raised guidance from management teams who have been consistently conservative in their forecasting.
If you want to go deeper on the research side, I have found the Stansberry Investment Advisory useful for thinking through position sizing and risk management on names like these. The Project Apex write-up is also worth reading if you want to understand how the Navellier team is thinking about AI infrastructure as a broader investment theme.
I will be back with a July update to see how these played out.
Affiliate Disclosure: This article contains affiliate links. If you click through and make a purchase, I may receive a commission at no additional cost to you. All stock picks and opinions are my own based on personal research and experience. Nothing here should be taken as financial advice. Always do your own due diligence before investing.
