Top 9 AI Stocks Worth Watching Right Now

The Iran peace deal is shaky, the Fed held rates again, and inflation is still not solved. That combination does not kill AI investing. It just separates the real plays from the noise.

Everyone is still piled into the same five mega-cap names. But when macro uncertainty runs this high, capital tends to rotate toward the companies actually building the infrastructure, not just the ones with AI in their press releases. That is where the interesting setups are right now.

👉️ Here are the 9 names I'm watching this month.

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BREAKING NEWS

🕊️ The Iran Talks In Switzerland Just Made Real Progress. Markets Noticed.

After a chaotic weekend of Iran closing the strait, Trump threatening to bomb again, and Hezbollah exchanging fire with Israel, something surprising happened Monday. The talks actually worked.

The U.S. and Iran agreed on a 60-day roadmap toward a broader deal, including new talks on nuclear issues and regional tensions. JD Vance, who led the negotiations in Switzerland, called the meetings “historic” and said Iran agreed to allow UN nuclear inspectors back into the country.

How Markets Responded

The progress signal was enough. US futures erased early losses. Japan's Nikkei surged to a fresh all-time high above 72,000. Gold climbed 1% to $4,200. Bitcoin bounced back above $65,000. Oil dropped from $78 to $74 as the strait reopening story gained credibility again.

The Part That Still Has Teeth:

• ⚛️ Iran's president said Sunday that Iran will never back down from its right to enrich uranium, and the other side is forced to accept it. That is not a small statement to work around in 60 days.

• 🦅 Trump posted on Truth Social warning Iran directly: "Iran must immediately stop their highly paid PROXIES in Lebanon from causing trouble. If they don't, we'll hit Iran very hard again, just like we did last week, only harder." In plain English, Trump is holding Iran responsible for what Hezbollah does in Lebanon, and threatening to resume bombing if they don't keep their allies in line.

• ⏳ Both sides are still playing hardball. Monday’s talks created working groups and a roadmap, but the core disagreements on nuclear enrichment and Lebanon have not been resolved. They have just been scheduled.

The Munch Take: This is a win for the market. With the economic calendar light this week, all eyes will be on these headlines. The working groups are the most important signal here because they turn a vague 60-day deadline into actual structure. Structure is what markets love to see. The nuclear question remains enormous and unsolved. But for now the table is still set and both sides are still in the room.

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STORY OF THE DAY

📦 Warren Buffett Passed On Amazon In 1997. He Still Thinks About It.

Here’s a number that stings. Warren Buffett passed on buying Amazon shares when the company went public in 1997. He later called himself an idiot for not buying it earlier, and in 2017 blamed pure stupidity for his inaction. A $1 million investment at the IPO price would be worth roughly $3.28 billion today.

Why Buffett Said No

This part is important. In 1997 Amazon was losing money. The quarter before its IPO, the company lost $3 million on just $16 million in revenue. It was a tiny online bookstore burning through cash with no clear path to profit. Buffett's whole strategy is built on buying businesses he can understand with proven earnings. Amazon had neither.

He wasn’t wrong to be cautious. But he was was wrong about where Amazon was headed.

The Lesson That Actually Matters:

• 💡 Buffett said his Amazon miss pushed him to become a better investor, and he credits it as part of what led him to finally buy Apple in 2016, long after most people thought the window had closed.

• 📊 Even the greatest investor alive misses world-changing companies. Don’t beat yourself up for those misses you keep reminding yourself of.

• ✅ Buffett eventually did buy Amazon in 2019, building a $900 million stake, but dumped his entire position this year before Greg Abel took over.

The Munch Take: The most comforting thing about Warren Buffett missing Amazon is that it proves even the best investor in human history gets it wrong sometimes. The goal is not perfection. The goal is being right enough times that the wins outrun the misses by a wide margin. My wife heard the story and immediately checked her Amazon cart. She has had the same cooking guides sitting there since 2023. She said she is “waiting for a better entry point.” Apparently Buffett isn’t the only one timing Amazon badly.

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