We're only a month into 2026, but there have been some interesting moves in the world of artificial intelligence (AI) stocks. On one hand, software companies like HubSpot (NYSE: HUBS) and ServiceNow (NYSE: NOW) that incorporate AI into their products have been under pressure. On the other hand, companies that make memory products crucial to AI infrastructure have been soaring. In this video, longtime Motley Fool analysts Matt Frankel and Tyler Crowe discuss why.
*Stock prices used were the morning prices of Jan 29, 2026. The video was published on Feb.1, 2026.
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*Stock Advisor returns as of February 2, 2026.
Matt Frankel, CFP has no position in any of the stocks mentioned. Tyler Crowe has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends HubSpot and ServiceNow. The Motley Fool has a disclosure policy.
Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
