4 Stocks to Buy in September: Nvidia, Taiwan Semiconductor Manufacturing, Alphabet, and more

Nvidia, Taiwan Semiconductor Manufacturing, Alphabet, and Advanced Micro Devices are four stocks that could deliver excellent returns in 2025 and 2026. Nvidia's role in the AI industry and its expected growth in capital expenditures make it a great buy. Taiwan Semiconductor Manufacturing, the leading third-party contract chipmaker, has a bullish outlook and is trading at a reasonable valuation. Alphabet, the parent company of Google, is undervalued compared to the broader market.

As the tech sector continues to evolve, several stocks stand out for their growth potential in 2025 and 2026. Among these, Nvidia, Taiwan Semiconductor Manufacturing, Alphabet, and Advanced Micro Devices (AMD) are notable for their strong fundamentals and promising outlooks.

Nvidia (NASDAQ: NVDA)

Nvidia is a leading player in the AI industry, with its graphics processing units (GPUs) being crucial for AI model training and inference applications. The company's second quarter (Q2) 2026 revenue was up by 56% year-over-year to $47 billion, and management expects another healthy increase in the current quarter [1]. Despite concerns about its business in China, Nvidia's stock has continued to deliver solid growth. However, the market's concerns about Nvidia's business in China are weighing on the stock.

Taiwan Semiconductor Manufacturing (TSMC) (TSE: 2330)

Taiwan Semiconductor Manufacturing is the leading third-party contract chipmaker, providing critical components to many tech giants. The company's bullish outlook is supported by its strong position in the market and a reasonable valuation. TSMC's ability to maintain its leading position and the growing demand for advanced chips make it a compelling investment.

Alphabet (GOOGL)

Alphabet, the parent company of Google, is undervalued compared to the broader market. The company's core search and advertising businesses continue to perform well, and its investments in AI and other emerging technologies position it for long-term growth. Alphabet's strong balance sheet and cash flows provide a solid foundation for further expansion and innovation.

Advanced Micro Devices (AMD)

Advanced Micro Devices has made significant strides in recent years, particularly in the CPU and GPU markets. The company's competitive products and strong partnerships have led to impressive revenue growth. AMD's ability to innovate and its growing market share make it a stock to watch in the coming years.

These four stocks offer investors a mix of growth potential and strong fundamentals. While each stock faces its own set of risks and uncertainties, their long-term prospects remain promising. As always, investors should conduct thorough research and consider their risk tolerance before making any investment decisions.

References:

[1] https://finance.yahoo.com/news/meet-skyrocketing-artificial-intelligence-ai-231400249.html
[2] https://www.ainvest.com/news/wall-street-overconfidence-nvidia-ai-growth-signal-high-risk-high-reward-entry-point-investors-2508/