Just been scrolling through some beaten-down tech plays and honestly, this dip in March might be exactly what long-term investors need to load up on some of the best AI stocks to buy right now. The Nasdaq found some buyers defending that 200-day moving average mid-week, and despite all the noise around geopolitical stuff, the market fundamentals are actually pretty solid if you look past the headlines.

Here's the thing that keeps me bullish—earnings and interest rates are both supporting equities. AI spending isn't slowing down. Taiwan Semi already raised its 2026 capex guidance to $52-56 billion back in January, completely dwarfing 2025's $40.9 billion. Meanwhile, AI hyperscalers are projected to spend roughly $530 billion in capex this year, up from $400 billion last year. That's not bubble behavior, that's real capital deployment.

Wall Street is also getting excited because earnings growth is spreading everywhere. Fifteen out of sixteen sectors are positioned for year-over-year EPS expansion in 2026. Plus, the big money still expects rate cuts in the second half of 2026, which would be another tailwind for growth stocks.

Let me talk about ServiceNow for a second. The stock got absolutely hammered, down nearly 50% from its January highs. That's actually the kind of setup where you can buy best AI stocks to buy with serious upside if it recovers. NOW has been aggressively integrating AI into everything it does—they deepened their deal with OpenAI, expanded with Anthropic to integrate Claude deeper into their platform. This isn't a company getting disrupted by AI; it's weaponizing it.

The numbers back this up. ServiceNow posted its fourth straight year of 21-24% sales growth in 2025, reaching $13.28 billion. They had 244 transactions over $1 million in new ACV in Q4, up 40% year-over-year. GAAP earnings grew 22% to $1.67 per share. Management is so confident they announced another $5 billion buyback, and the CEO personally dropped $3 million buying shares, calling it the best entry point. When insiders are buying, that tells you something.

Then there's Celestica, the behind-the-scenes powerhouse manufacturing AI infrastructure. Down about 25% from November highs, this is the pick-and-shovel play everyone should be considering. CLS grew revenue 29% in 2025 to $12.39 billion and more than doubled revenue between 2021 and 2025. They're projecting 37% revenue growth for 2026 and 39% for 2027.

What's wild is that Celestica has already climbed roughly 3,000% over the past five years—crushing the broader tech sector. But it's still down 25% from recent highs, and at 30X forward earnings, it's trading 50% below its peak. The company is literally doubling down, increasing capital investments to $1 billion in 2026 to support customer AI infrastructure buildouts. Fifteen of eighteen brokerage recommendations are Strong Buys.

If you're looking to buy best AI stocks to buy on weakness, both of these offer serious upside. NOW has roughly 70% upside to its average price target, while CLS offers 34% from current levels. The pullback might feel scary, but this is exactly when long-term investors should be paying attention. The AI infrastructure buildout isn't slowing down—if anything, we're still in the early innings of this cycle.