The yr 2026 began on a combined notice. On one aspect, hyperscalers have dedicated US$700 billion in synthetic intelligence (AI) spending in 2026. However, the U.S. President is escalating tensions in oil-rich international locations to safe extra oil provides in US {dollars} whereas threatening the renewal of america‑Mexico‑Canada Settlement on July 1. In the meantime, Canada is pushing investments in vitality, logistics, and housing infrastructure tasks.
Amid these international shifts, traders can discover alternatives. Listed here are the one three shares to purchase in March 2026.
Supply: Getty Pictures
The AI inventory to purchase in March 2026: Micron Know-how
Most AI shares have surged to excessive valuations on the again of huge AI spending. NVIDIA, Broadcom, and different chip shares noticed a speedy surge of their income and earnings pushed by demand from  AI information centres. However one inventory picked up momentum final yr. Micron Know-how (NASDAQ:MU) inventory surged fourfold in a yr.
Knowledge centres want excessive bandwidth reminiscence (HBM) chips, manufactured by solely three firms: Micron, Samsung, and SK Hynix. As soon as the graphics processing playing cards (GPUs) had been in place, the necessity for reminiscence chips arose, which created a provide scarcity. Micron’s income tripled within the second quarter of fiscal 2026 as the typical promoting worth for its chips surged by 60–79%.
Though Micron has invested US$25 billion in new manufacturing vegetation, that capability will take a minimum of three years to come back on-line. Till then, the present capability will run at full capability, and all three firms will take pleasure in windfall beneficial properties. The inventory might see two extra progress rallies, like Nvidia.
Micron stays probably the greatest shares to purchase in March 2026 as AI demand is secular, not cyclical. Whereas the income progress price will normalize to 25–50% in two to a few years, Micron might maintain its excessive inventory worth given the excessive margins of HBM.
The inventory to hedge in opposition to geopolitical tensions
Rising commerce tensions and geopolitical uncertainty make gold a protected haven. Lundin Gold (TSX:LUG) is a robust hedge inventory for March 2026. Many central banks are accumulating gold, driving demand for gold. That is serving to gold mining firms profit from windfall beneficial properties.
Amongst Canadian gold shares, I’m bullish on Lundin Gold as a result of it has one of many lowest prices of $1,015 per oz offered. It expects this price to extend to as much as $1,170 in 2026. Contemplating that the gold spot worth is near $4,600 after the March dip, Lundin inventory might give good dividends and inventory worth progress.
Investing on this inventory now will help you hedge your portfolio in opposition to rising geopolitical tensions, because the gold worth will rise and so will Lundin Gold’s money flows.
The inventory to profit from Canada’s infrastructure push
Aecon Group (TSX:ARE) has come into the limelight amidst Canada’s infrastructure push. For a very long time,  venture approvals had been tedious, prolonged, and led to costly delays, making development a loss-making enterprise. Nonetheless, adjustments within the system and the institution of the Main Mission Workplace purpose to speed up approvals.
Aecon Group will profit from authorities funding in infrastructure tasks and the fast-tracking of tasks. The inventory worth will soar on each new order win. Nonetheless, infrastructure tasks have an extended gestation interval, and quite a bit can go flawed. Thus, the inventory might be unstable.
Aecon inventory is buying and selling at an all-time excessive on the again of latest order wins, and the corporate is utilizing this chance to boost extra fairness capital. The inventory might see a correction as new shares come on the trade. That might be an excellent entry level.
Investor takeaway
March 2026 presents distinctive alternatives throughout AI, gold, and infrastructure. Micron Know-how presents secular AI progress, Lundin Gold hedges in opposition to geopolitical threat, and Aecon Group advantages from Canada’s infrastructure growth. Collectively, these three shares in March 2026 will help traders steadiness progress, security, and diversification.
