Three Stocks to Invest in Now: AI, E-Commerce, and Ad Tech Opportunities

The stock market continues to reach new heights, yet this doesn’t suggest investors should sit on the sidelines. On the contrary, current conditions present compelling opportunities for those with capital ready to deploy. For investors considering a $10,000 allocation, there are three distinct stocks that stand out across different sectors and growth narratives. Nvidia, MercadoLibre, and The Trade Desk each represent unique pathways to participate in major technology and market trends expected to shape 2026.

Nvidia: The AI Infrastructure Powerhouse

Nvidia remains the global leader in semiconductor technology, particularly within artificial intelligence applications. The company’s graphics processing units dominate the landscape for training and deploying generative AI models, a position that has established Nvidia as one of the world’s most valuable corporations.

The growth trajectory continues upward. Wall Street analysts project 50% revenue expansion for Nvidia’s fiscal year 2027, driven by sustained capital expenditure from AI hyperscalers and the anticipated launch of its next-generation Rubin architecture. Achieving such growth rates at Nvidia’s current scale represents a remarkable feat—most mature companies struggle to reach even a fraction of this pace. For investors seeking exposure to the enduring AI boom, Nvidia offers direct participation in the infrastructure layer that powers this transformative technology.

MercadoLibre: Dual Growth Engines in Emerging Markets

While less household-name than Nvidia, MercadoLibre has constructed an impressive competitive moat across Latin America. The platform combines two powerful growth vectors: a comprehensive e-commerce ecosystem and an integrated fintech infrastructure that addresses a regional payment gap.

Unlike Amazon’s early dominance in a market with existing digital payment systems, MercadoLibre built its financial services from the ground up to serve Latin America’s underbanked population. This dual advantage—e-commerce reach plus fintech penetration—mirrors two separate growth trends that have independently driven value creation in the U.S. market for decades.

Recent valuation developments warrant attention. MercadoLibre stock has retreated approximately 20% from its all-time high, creating an entry point that rarely materializes for this consistently outperforming company. Current levels offer a tactical opportunity to accumulate a position in a business model that combines proven growth with emerging market tailwinds.

The Trade Desk: Value Opportunity After Market Correction

The Trade Desk operates in a different category—a programmatic advertising platform that connects advertisers with digital inventory across open web channels, excluding closed ecosystems like Facebook and Google. Recent performance has disappointed investors, as the platform’s growth decelerated.

However, context matters significantly. Q3 2024 benefited from unusually heavy political advertising spend, which did not recur in 2025’s Q3. This year-over-year comparison artificially amplified the perception of weakness. Despite the slowdown, The Trade Desk maintained robust fundamentals: 95% customer retention (consistent for 11 consecutive years) and 18% revenue growth, which remains above-average by most standards.

The valuation proposition deserves emphasis. The Trade Desk trades at approximately 18 times forward earnings, compared to the S&P 500’s 22.4 times multiple. When a company grows faster than the broader index while trading at a discount, the mathematical case becomes straightforward. The company’s positioning in connected TV advertising and other premium digital channels positions it well for recovery and renewed momentum through 2026.

Evaluating Your $10,000 Allocation

These three stocks span different thematic exposures: AI infrastructure, emerging market growth, and undervalued technology services. Each addresses distinct investment angles within the current market environment. Before finalizing any investment decisions, consider consulting additional resources and conducting thorough due diligence aligned with your personal financial circumstances and investment objectives.

The opportunity to invest in stocks offering both growth and value hasn’t disappeared despite elevated market levels—it requires identifying the right companies at opportune moments.