Jensen Huang Says “Agent AI’s Inflection Point Has Arrived.” Here are 2 Stocks to Buy in 2026.
When Nvidia (NASDAQ: NVDA) released its results for the fourth quarter of fiscal year 2026 on Feb. 25, CEO Jensen Huang said Artificial Intelligence’s (AI’s) “has reached a tipping point.”
He was talking about AI systems, or AI that can work for itself.
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When you send a question to ChatGPT or Claude, the AI system generates the answer and its conclusion. Despite the complexity of the program, our average interaction with it follows a simple input-output loop.
But an AI agent is able to take direction from a human and work for that human to carry out those instructions. I think this is more than people thought when ChatGPT was launched back in 2022.
For example, you can tell an AI agent to buy tickets for next week’s football game and the system will do it for you. It can probably tell you which section you’d like to sit in and get you seats near the bathroom if you want.
That sounds a lot like the kind of Jetsons-esque robot butler I’m sure many of us were thinking when AI was first introduced to society.
I was surprised at the speed with which we got to the agent AI. Early versions of these programs are now available to the public, less than three years since ChatGPT was launched. And there are two stocks in particular that are set to make a profit.
First, of course, Nvidia. The company already makes the graphics processing units (GPUs) that many of the most advanced AI systems run on.
You can bet that Nvidia isn’t giving up its early lead in AI easily. That’s why the company offers Omniverse to AI developers.
The next goal of agent AI is to allow AI programs to interact with the virtual world. Omniverse is a group of libraries and microservices designed to allow the development of digital twins or robot simulations.
A digital twin is a 1-to-1 copy of an entire building or city online. It can be used to plan changes to real-world counterparts or improve workflows in a virtual environment. Robot simulation is an interesting thing. It allows someone developing a robot driving program to train that program through simulation without the need to build a physical obstacle course or training platform for said program. It allows fast and cheap robot training in a fully digital environment.
So, in a way you can consider Omniverse as a training ground for agent AI. This is where AI will learn how to cross over from the digital world to the real one.
And I won’t worry about Nvidia’s financial health, the quarterly results I’ve already mentioned were nothing short of spectacular. Revenue was up 65% year-over-year in fiscal 2026, diluted earnings per share (EPS) was up 67%, and the company has a gross margin of 55.6%.
Google’s parent company, Alphabets (NASDAQ: GOOG)(NASDAQ: GOOGL)launched its Project Mariner AI agent in late December 2024. In May 2025 it received an upgrade that allows it to perform 10 or more tasks simultaneously in Google’s cloud.
Project Mariner is available to customers who purchase a $250/month VIP subscription and can browse the web and interact with websites on behalf of the person they direct.
The ticketing example I gave earlier is actually something that Project Mariner can do right now.
Mariner is still in its early testing phase but is already able to navigate and interact with websites on behalf of its user automatically and is integrated with the Chrome browser, by far the most popular browser in the world with a market share of almost 70%.
Alphabet emerges as a leader in AI. Its Gemini program has grown from 7% market share to 21% as of 2023 and is likely to overtake ChatGPT and become the second most popular large language model (LLM) on the market.
And now, as Project Mariner expands Gemini’s capabilities to include agent use and Alphabet’s financial limit on startups like OpenAI and Anthropic, the company will become a leading AI company.
Speaking of that financial edge: For Q4 and the full year 2025, Alphabet grew revenue 15% over 2024 to $402.8 billion and grew its diluted EPS 34.4%.
It also has a net profit margin of 32.81% while OpenAI and Anthropic are both a few years away from profitability at least.
Alphabet is a heavy heavyweight, and it throws that weight behind AI, including agency AI.
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James Hires has positions in Alphabet. The Motley Fool has positions and recommends Alphabet and Nvidia. The Motley Fool has a policy of disclosure.
Jensen Huang Says “Agent AI’s Inflection Point Has Arrived.” Here are 2 Stocks to Buy in 2026. were first published by The Motley Fool
