The 3 Deep Learning Stocks That Could Be Worth 50% More by 2027

Core Viewpoint - The artificial intelligence (AI) sector continues to show potential for growth despite concerns about a bubble and funding challenges, with three leading companies expected to have significant upside in 2026 [1][2]. Group 1: Microsoft - Microsoft has seen a 15% increase year-to-date in 2025 but has faced recent pullbacks due to investor concerns over OpenAI's competitive position and funding capabilities [3][4]. - Microsoft holds a 27% stake in OpenAI and has committed $250 billion in cloud computing, which could be beneficial if OpenAI maintains its market position [3][4]. - Analyst Keith Weiss from Morgan Stanley upgraded Microsoft's stock with a price target of $650, indicating a potential 35% upside, citing stronger-than-expected demand for Azure AI [7]. - The introduction of Microsoft's next-generation AI chip, Braga, is anticipated in 2026, which could further enhance its competitive edge [8]. Group 2: Alphabet - Alphabet has experienced a 62% increase in 2025 and remains one of the cheaper stocks among its peers, suggesting room for further appreciation [9]. - Concerns about AI chatbots disrupting Alphabet's Search business have not materialized, with paid clicks showing growth of 2%, 4%, and 7% in the first three quarters of 2025 [10]. - The release of the Gemini 3 model has positioned Alphabet as a leader in AI, with significant interest in its Tensor Processing Units (TPUs) from other companies [12][13]. - Google Cloud has reached a $60 billion revenue run-rate with a nearly $5 billion operating profit run-rate, growing 34% in Q3, indicating its potential as a major profit center [14]. Group 3: Intel - Intel has seen an 83.6% increase in 2025, recovering from a distressed price point, but its market cap remains lower than other AI leaders [16]. - The new CEO, Lip-Bu Tan, is expected to make a significant impact as Intel begins high-volume manufacturing of its 18A node, which is crucial for regaining technology leadership [17]. - Success with the 18A node could lead to external customer wins, with major companies showing interest in Intel's upcoming 14A node technology [18][19]. - If Intel can demonstrate advancements in process technology and secure significant customer commitments, there remains considerable upside potential for its stock [20].