By Keithen Drury
Publication Date: 2026-01-04 16:45:00
Nvidia’s 2026 is shaping up to be just as good as 2025.
Nvidia (NVDA +1.26%) was one of the top stocks to own in 2025, marking the third straight year in which Nvidia outperformed the market. That’s an impressive run, and I have no reason to doubt that Nvidia will continue that streak heading into 2026.
Even after its 38% rise in 2025, I think Nvidia is still a top buy for 2026. I’ve got a handful of reasons why Nvidia is still a top buy now, and investors who don’t have enough exposure to the top growth stock in the market should consider them as a reason to buy more.
Image source: Getty Images.
1. AI spending isn’t slowing down
After three years of artificial intelligence spending increasing, 2026 appears to be another year of growth. All the AI hyperscalers have informed investors that they should expect higher capital expenditures in 2026 than in 2025. Several companies benefit from these higher spending amounts, and Nvidia is one of them.
For example, Meta Platforms told investors during its Q3 earnings announcement that its “capital expenditures dollar growth will be notably larger in 2026 than 2025.” In 2024, Meta spent $39 billion on capital expenditures. For 2025, it expects full-year capital expenditures to be around $70 billion to $72 billion. If Meta continues this acceleration, it’s reasonable to expect its AI spending to reach $100 billion by 2026.
Today’s Change
(1.26%) $2.35
Current Price
$188.85
Key Data Points
Market Cap
$4.6T
Day’s Range
$188.26 – $192.93
52wk…
