So I've been watching the recent tech pullback pretty closely, and honestly there's some interesting stuff happening if you're willing to look past the noise. The market's been choppy, but here's the thing—when solid AI stocks to buy show up on sale like this, that's usually when smart money moves.

Let me break down what I'm seeing. The fundamentals haven't changed much. Earnings and interest rates are still the two things that matter, and both are actually supporting stocks right now. The capex story for AI infrastructure is absolutely wild. We're talking about hyperscalers spending roughly $530 billion this year, up from $400 billion last year. That number keeps climbing. And Q1 2026 tech sector earnings guidance has surged to 24% from just 12% back in October. This is the real deal, not hype.

Now, ServiceNow is one of those names that got crushed—down nearly 50% from its January highs. I know a lot of people got scared off, but that's exactly when you should be paying attention. The company's doing something smart: it's not fighting AI disruption, it's embracing it. They deepened their partnership with OpenAI, they're integrating Claude models, and they're positioning themselves as the AI control tower for enterprise. The numbers back it up too. They posted 21-24% sales growth for four straight years, hit $13.28 billion in revenue last year, and grew GAAP earnings 22% to $1.67 per share. For 2026, they're guiding 20% revenue growth with adjusted earnings up 18%. Their CEO just bought $3 million worth of shares, saying there's no better entry point. That tells you something.

The CEO's conviction matters. And if you're looking at ai stocks to buy right now, the valuation setup is interesting—we're talking about nearly 100% upside potential if it returns to those January levels. Even the conservative Zacks price target suggests around 70% upside from here.

Then there's Celestica. This one's the infrastructure play, the pick-and-shovel story in the AI arms race. They design and build the actual servers, networking gear, and data center hardware that powers everything. Down about 25% from November highs, which feels like a gift to me. These guys grew revenue 29% last year to $12.39 billion and more than doubled revenue between 2021 and 2025. The earnings growth is insane—56% adjusted EPS growth last year, over 90% GAAP EPS growth.

What's wild is their guidance. They're expecting 37% revenue growth in 2026 and 39% in 2027, reaching nearly $23.66 billion. That's basically doubling their 2025 revenue. And they're backing it up with $1 billion in planned capital investments. The company's not just talking—they're putting money where their mouth is. Of the 18 brokerage recommendations tracked, 15 are strong buys.

Here's my take: when ai stocks to buy are trading 50% below their highs with this kind of earnings growth trajectory, you're looking at a rare setup. Celestica's been up 3,000% over five years, and yeah it's pulled back, but the fundamentals are stronger than ever. The data center infrastructure demand isn't slowing down.

Look, I get it—markets are volatile, there's always some geopolitical noise, and people get nervous. But the playbook is proven: buying quality tech and AI stocks during weakness has worked over the long haul. Wall Street's shrugged off plenty of chaos before. Right now you've got two solid ai stocks to buy—one's a software play integrating AI into enterprise, the other's the infrastructure backbone. Both have pullbacks that look like opportunities to me.

If you're thinking about deploying capital, this is the kind of dip that separates patient investors from the rest. That's just what I'm seeing in the market right now.