Top AI Stocks Have Room to Run

But the truth is, for the top AI stocks, there is still room to run. I’m talking about the companies growing earnings and seeing institutional support. Let me show you what I mean.

Some AI Companies Keep Seeing Inflows

The technology sector has been hit hard lately. But there are separate pieces that make up the whole.

For instance, hyperscalers and data storage firms are both involved in technology, though they do different things. So, while some in the sector may suffer, others can get stronger.

Using the tech-focused exchange-traded fund Technology Select Sector SPDR ETF (XLK) as a proxy, we can see the sector has dipped recently:

But when you dig down below the surface, it’s clear some AI companies keep seeing inflows.

Two Top AI Names For 2026 And Beyond

I’ve said many times that money doesn’t leave the market, it rotates based on supply and demand. We can see that within the tech sector alone. Many software companies’ shares are being sold off as other areas rise.

To prove the point, here are two top AI names for 2026 and beyond.

The first is Seagate Technologies Holdings PLC (STX). Seagate specializes in data storage, including hard drives and solid-state drives.

Big Money buyers have been all over it this past year:

The demand is understandable based on fundamentals:

• 1-year sales growth rate (+38.9%)
• 3-year EPS growth rate (+99.1%)
• Profit margin (+16.1%)

Source: FactSet

STX is also expected to grow EPS by 48.4% this year. Perhaps that’s why it’s drawn so many outlier inflows in the last 12 months:

The first outlier inflow was around $150 per share. The stock is now hovering around $400. Big Money knows that as the world creates more data, companies like Seagate help store it.

Another tech name seeing ample Big Money demand is Micron Technology, Inc. (MU).

Micron is a top global producer of high bandwidth memory. With advanced memory demand for AI servers, smartphones, and cloud computing skyrocketing, Micron is positioned to capitalize.

Institutions know this, which is reflected by the powerful stream of inflows over the past year:

MU’s fundamentals are rock-solid:

• 3-year sales growth rate (+20.3%)
• 3-year EPS growth rate (+409.2%)
• Profit margin (+22.8%)

Source: FactSet

MU is expected to grow EPS by 32.5% this year too. Outlier inflows are no stranger to Micron:

Again, notice the initial inflow signal in July 2025 near $120 and the current price just shy of $400. Bullish guidance from December points to further gains down the line.

Beyond The Index View

Money is moving around. Formerly unloved names are seeing inflows. But it doesn’t mean the top AI companies with institutional support are any less loved.

See beyond the index view. Analyzing the deeper flows reveals the market-moving action.

If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.

Disclosure: the author holds no positions in STX or MU at the time of publication.