2026년 매수할 AI 주식

What happened: Analysts have identified several AI energy stocks as top picks for 2026. Oklo Inc. (NYSE:OKLO) and SPX Technologies, Inc. (NYSE:SPXC) are favored by over 70% of covering analysts, with consensus price targets of $90 and $120 respectively. Regal Rexnord Corporation (NYSE:RRX) also receives strong support, with 83% of analysts maintaining "Buy" ratings and a $23 price target.

Market impact: The bullish sentiment on these AI energy stocks reflects growing demand for data centers and semiconductor manufacturing equipment, driven by AI's increasing role. This trend benefits companies like Oklo, SPXC, and RRX, which operate in energy and industrial sectors crucial to AI infrastructure.

What to watch next: Oklo's earnings report on May 10, 2026, and SPXC's on June 15, 2026, will provide insights into their progress. Additionally, monitor the regulatory environment for AI and semiconductor industries, with key decisions expected in Q3 2026.