Three Compelling Stocks to Consider Adding to Your Portfolio Right Now

The stock market sits near record levels, yet smart investors shouldn’t hesitate to deploy capital today. Even in an elevated market, there are genuine opportunities to find stocks that align with powerful long-term trends. If you’re holding $10,000 for investment, consider these three companies that represent different angles on the 2026 market outlook: a leader in transformative technology, an emerging market powerhouse, and a recovery candidate with solid foundations.

Nvidia: Powering the AI Era Forward

Nvidia stands as one of the most dominant technology companies globally, primarily due to its unparalleled position in graphics processors that fuel artificial intelligence systems. The company’s semiconductor solutions have become indispensable for organizations training and deploying machine learning applications. The momentum shows no signs of slowing.

Industry analysts project the company will deliver approximately 50% revenue growth through fiscal 2027, driven by sustained capital deployment from cloud giants and the rollout of its next-generation Rubin architecture. Few companies of Nvidia’s scale can maintain such expansion rates, making this a remarkable business case. The confluence of rising AI infrastructure spending and new product launches positions the company for another exceptional year of performance.

MercadoLibre: The E-Commerce and Fintech Hybrid

While less internationally recognized than Nvidia, MercadoLibre has built an impressive competitive moat across Latin America. Its dual business—e-commerce platform paired with financial technology services—gives it a distinctive advantage.

The e-commerce side functions similarly to Amazon in the region, featuring same-day and next-day delivery capabilities across major markets. However, MercadoLibre’s innovation extends further: recognizing Latin America lacked digital payment infrastructure comparable to developed markets, the company built its own fintech ecosystem from scratch. This means investors gain exposure to two proven growth trends simultaneously—the expansion of online retail and the digitization of financial services—both of which have demonstrated success in mature markets.

The stock has recently declined roughly 20% from its peak, creating an attractive entry point for long-term investors. Such buying opportunities for this company are infrequent, making the current discount noteworthy.

The Trade Desk: Positioned for Renewed Growth

The Trade Desk operates a different business model—an advertising technology platform connecting marketers with premium digital placements outside walled-garden ecosystems like Google and Meta. While recent quarters have presented challenges, a closer examination suggests the company remains fundamentally sound.

The company faced headwinds when launching its AI-enhanced advertising platform and is working through implementation issues. This triggered investor concerns reflected in the stock’s performance. However, customer retention metrics tell a reassuring story: 95% of customers remained with the platform through Q3, a statistic the company has maintained consistently for over a decade.

Revenue growth of 18% in the most recent quarter appears modest by the company’s historical standards—the lowest outside COVID-affected periods. This seemingly disappointing figure warrants context: Q3 typically sees elevated political advertising spending, which didn’t occur in 2025. This comparison distortion exaggerated the weakness in the actual underlying business.

Priced at a mere 18x forward earnings—compared to the S&P 500’s 22.4x multiple—The Trade Desk offers faster growth at a lower valuation. This represents textbook value territory for investors seeking exposure to the ad-tech sector.

Building Your Strategy Around Current Market Conditions

The case for deploying capital into these three companies rests on finding sectors positioned for outsized returns. Whether through AI infrastructure dominance, dual revenue stream exposure in emerging markets, or recovery potential in ad technology, each represents a distinct investment thesis worth exploring for portfolios focused on growth.