Looking for the best growth stocks to buy today? Long-term investing often rewards patience more than perfect timing. The biggest winners are usually companies that expand into large markets, grow revenue year after year, improve profitability, and build stronger competitive positions over time.
Right now, Dell Technologies (NYSE: DELL), Robinhood Markets (NASDAQ: HOOD), and Nebius Group (NASDAQ: NBIS) are attracting attention for different reasons. Dell is becoming a major force in AI infrastructure. Robinhood is expanding beyond its original trading-app identity. Nebius is racing to expand its cloud capacity to meet demand from the artificial intelligence boom.
Each company carries risk, but all three are connected to powerful long-term trends that could shape the next decade of technology, finance, and computing infrastructure.
Dell Technologies Is Turning AI Infrastructure Into a Growth Engine
Dell Technologies (NYSE: DELL) has moved far beyond its old image as a personal computer company. The business is now one of the most important suppliers of AI infrastructure, especially as enterprises and technology companies increase spending on servers optimized for advanced AI workloads.
The company’s latest results show how quickly this shift is changing Dell’s financial profile.
In its fiscal 2027 first quarter, Dell reported record revenue of $43.8 billion, up 88% from the previous year. A major driver was the company’s AI-optimized server business, which generated $16.1 billion in revenue during the quarter. That represented a 757% year-over-year increase.
Dell also booked $24.4 billion in AI orders during the quarter, giving the company strong visibility into future demand. Management responded by raising its full-year fiscal 2027 AI-optimized server revenue outlook to roughly $60 billion.
This is important because demand for AI infrastructure is no longer limited to a small group of hyperscale cloud companies. Enterprises, governments, research institutions, and software companies are all looking for the computing power needed to train models, run inference, and deploy AI tools at scale.
Dell is benefiting from that shift through its Infrastructure Solutions Group, which includes servers, storage, and networking products. The segment reported $29.0 billion in revenue during the quarter, up 181% year over year. Operating income in the segment also reached $3.1 billion, up 206%.
That matters because revenue growth alone is not enough. Investors want to see whether Dell can turn AI demand into stronger profitability. So far, the company is showing progress. Record earnings per share, higher operating income, and higher cash flow all suggest that the AI server opportunity is improving more than just top-line sales.
Dell still faces challenges. AI server demand can be cyclical, supply chains remain constrained in components such as memory and networking hardware, and competition from other infrastructure providers will remain intense. However, the company’s scale, enterprise relationships, and ability to deliver full-stack infrastructure make it one of the most important hardware names in the AI buildout.
If artificial intelligence spending continues expanding over the next decade, Dell could remain one of the companies directly monetizing that growth.
Robinhood Markets Is Becoming More Than a Trading App
Robinhood Markets (NASDAQ: HOOD) started as a commission-free brokerage platform, but the company is now trying to become a broader financial services ecosystem.
That transition is important. A business built only around trading activity can be volatile because revenue depends heavily on market conditions, crypto cycles, and investor behavior. A broader platform with banking, retirement accounts, subscriptions, credit products, prediction markets, and international expansion could create more durable long-term growth.
Robinhood’s first-quarter 2026 results showed both the opportunity and the challenge.
Total net revenue increased 15% year over year to $1.07 billion. That growth was solid, but a steep drop in crypto trading revenue held back the headline figure. Cryptocurrency revenue fell 47% to $134 million during the quarter.
The rest of the business showed better momentum. Transaction-based revenue reached $623 million, up 7% from the prior year. Options remained a major contributor, with revenue climbing 8% to $260 million. Stock trading revenue delivered a stronger jump, increasing 46% to $82 million.
The fastest-growing transaction category was tied to newer products such as event contracts. That business helped lift other transaction revenue to $147 million, more than four times the level reported a year earlier.
This matters because Robinhood is trying to prove that its growth is no longer dependent solely on cryptocurrency cycles. The company is building more revenue streams across traditional trading, prediction markets, subscriptions, margin, retirement products, and financial services.
Robinhood’s platform metrics also improved. Funded customers increased to 27.4 million, total platform assets rose 39% year over year to $307 billion, and Robinhood Gold subscribers climbed 36% to a record 4.3 million.
Net deposits were another positive sign. Robinhood reported $17.7 billion in net deposits during the quarter, representing a 22% annualized growth rate relative to platform assets at the end of the previous quarter.
These numbers suggest that customers are not just trading and leaving. Many are keeping more assets on the platform, using more products, and engaging with Robinhood as a broader financial hub.
The company is also pushing deeper into AI-powered investing tools, private market access, retirement accounts, banking products, credit cards, and international brokerage services. If Robinhood can keep expanding its ecosystem, it may reduce its dependence on volatile crypto trading revenue over time.
The risk is that Robinhood still operates in a highly competitive and heavily regulated industry. Trading volumes can fall quickly during weak markets, crypto revenue remains unpredictable, and new products require execution discipline.
Still, Robinhood has already proven that it can attract younger investors at scale. If it successfully turns those users into long-term financial customers, the company could have a much larger opportunity ahead.
Nebius Is Racing to Build the AI Cloud of the Future
Nebius Group (NASDAQ: NBIS) is one of the fastest-growing companies in AI infrastructure. The company provides cloud computing capacity for businesses that need large amounts of GPU-powered infrastructure to build, train, and deploy artificial intelligence systems.
The growth numbers are already extraordinary.
In the first quarter of 2026, Nebius reported revenue of $399 million, up 684% from $50.9 million in the prior-year period. The company also reported adjusted EBITDA of $129.5 million, compared with an adjusted EBITDA loss of $53.7 million a year earlier.
That swing shows how quickly scale can change the economics of AI infrastructure. Nebius is still spending heavily, but revenue is growing much faster than many of its cost categories.
Total operating costs and expenses rose to $527 million from $171.2 million a year earlier. That remains a large cost base, but the company’s loss from operations widened only slightly to $128 million from $120.3 million, despite revenue increasing nearly eightfold.
Nebius also reported net income from continuing operations of $621.2 million, although the reported figure included a significant non-cash investment revaluation gain. For investors, the more important takeaway is that the core AI cloud business is scaling rapidly while the company continues investing aggressively in future capacity.
Large customer agreements are a major part of the story. Nebius signed an AI infrastructure agreement with Meta Platforms (NASDAQ: META) that could be worth up to $27 billion over five years. The deal includes a $12 billion commitment for compute capacity and an additional $15 billion tied to future capacity commitments.
That kind of agreement gives Nebius a stronger demand base as it expands data center capacity. The company also reported that contracted capacity now exceeds 3.5 gigawatts, and management expects contracted power to exceed 4 gigawatts by the end of 2026.
Power access is becoming one of the most important constraints in the AI infrastructure market. Companies that can secure energy, data center space, GPUs, and networking capacity may be in a strong position as demand for AI computing continues to rise.
Nebius is still not a low-risk stock. The company requires massive capital spending, depends heavily on a small number of large customers, and operates in a competitive market that includes major cloud providers and specialized AI infrastructure companies.
However, the opportunity is also significant. If AI computing demand continues to rise over the next decade, Nebius could become one of the key infrastructure providers behind that growth.
Which Stock Looks Best for the Next Decade?
Dell, Robinhood, and Nebius are very different companies, but each has a clear long-term growth catalyst.
Dell is benefiting from the explosion in demand for AI servers. The company already has scale, customer relationships, and a fast-growing AI infrastructure business producing record revenue.
Robinhood is trying to evolve into a broader financial platform. Its crypto revenue remains volatile, but growth in equities, options, event contracts, subscriptions, deposits, and platform assets shows that the company is becoming more diversified.
Nebius is building the physical and cloud infrastructure needed for AI workloads. Its revenue growth is exceptional, and major customer agreements suggest that demand remains strong.
For conservative investors, Dell may offer the strongest combination of scale, profitability, and AI exposure. Robinhood may appeal to investors who believe digital finance will continue to expand among younger customers. Nebius may offer the most explosive growth potential, but it also carries the highest execution and capital spending risk.
No stock is guaranteed to become a long-term winner. Dell must manage AI infrastructure cycles. Robinhood must prove it can grow beyond trading-driven revenue. Nebius must scale massive infrastructure without letting costs or debt overwhelm the business.
Still, each company is tied to a powerful secular trend. Artificial intelligence, cloud computing, and digital finance are likely to remain important growth engines over the next decade.
For investors willing to look beyond short-term volatility, Dell Technologies, Robinhood Markets, and Nebius Group are three growth stocks worth watching closely as potential wealth builders for the years ahead.
