Three Stocks Worth Considering as Investment Opportunities Right Now

The current market presents an interesting landscape for investors looking to deploy capital. While broad indices are approaching peak valuations, savvy investors know that selective buying opportunities still exist across various sectors. If you’re sitting on $10,000 and wondering where to put it to work, there are compelling reasons to examine three fundamentally different businesses that each offer distinct growth catalysts heading into the latter part of 2026.

The story these three companies tell is one of sustained AI infrastructure demand, emerging market e-commerce expansion, and a strategic comeback in digital advertising. Nvidia, MercadoLibre, and The Trade Desk each represent a different way to think about where growth is heading, and each offers a unique risk-reward profile for investors willing to look beyond headline valuations.

The Semiconductor Powerhouse Leading the AI Revolution

Nvidia continues to dominate the landscape for artificial intelligence computing infrastructure. As the world’s most valuable company by market capitalization, its graphics processing units have become the essential hardware powering everything from model training to inference operations. The company’s competitive moat stems from its technological leadership and the network effects that keep customers locked into its ecosystem.

Wall Street’s expectations for the coming fiscal year remain robust. Analysts project substantial revenue expansion, fueled by hyperscale data center operators continuing to invest heavily in AI infrastructure. The rollout of the company’s next-generation Rubin architecture is expected to maintain momentum and drive replacement cycles. For a company of Nvidia’s enormous scale to sustain growth at these levels remains a rarity in market history. The fundamentals point to further gains as AI spending shows no signs of abating.

The Amazon of Latin America Building Two Growth Engines Simultaneously

MercadoLibre occupies a unique position in emerging markets that’s frequently overlooked by U.S.-focused investors. The comparison to Amazon captures part of the story—the platform operates a dominant e-commerce marketplace with an increasingly sophisticated logistics network enabling same-day and next-day delivery across much of Latin America. But this undersells the business significantly.

What distinguishes MercadoLibre is its parallel fintech operation. Unlike the United States when Amazon emerged, Latin America lacked established digital payment infrastructure. MercadoLibre built this ecosystem from the ground up, creating what amounts to two separate growth vectors. The company benefits from e-commerce adoption trends that the U.S. experienced over decades, now compressed into a faster timeline. Currently trading at a considerable discount from its all-time highs—nearly 20% below recent peaks—the stock appears to offer better value than has been available in recent years. When MercadoLibre does go on sale, it rarely stays that way for long.

The Ad Tech Disruptor Emerging From a Temporary Setback

The Trade Desk operates at the intersection of programmatic advertising and connected television, connecting buyers with optimal digital advertising placements outside the walled gardens of Facebook and Google. Unlike its peers, the company faces near-term headwinds following a challenging rollout of its AI-enhanced platform and some operational missteps in 2025.

However, the narrative deserves more nuance than headline numbers suggest. The platform retained 95% of its customer base through Q3 of 2025, a consistency that has held steady for more than a decade. The company delivered 18% revenue growth, which while representing its slowest pace outside of pandemic disruptions, still outpaces many mature businesses. The comparison challenge stems from extraordinarily heavy political advertising spending in the prior year’s Q3 that simply didn’t repeat in 2025—a headwind that distorts year-over-year metrics.

Current valuations trade at approximately 18 times forward earnings, a discount to the S&P 500’s 22.4 multiple. When a business is expanding faster than the broader market while commanding a lower price tag, the logic for ownership becomes compelling. The Trade Desk possesses the characteristics of a company likely to recover investor confidence as execution improves and growth accelerates in 2026.

Building a Diversified Approach to Growth Investing

These three stocks to invest in right now represent fundamentally different investment theses. One offers continued dominance in essential infrastructure, another provides emerging market exposure with dual growth catalysts, and the third represents a recovery story in digital advertising. Together, they illustrate why even in a pricey market, finding quality stocks worth buying remains possible. The key lies in looking beyond surface-level valuations and understanding the specific drivers that support each business. For investors with $10,000 to deploy, these three merit serious consideration as components of a growth-oriented approach to 2026.