By Brad Faye
Publication Date: 2026-01-16 19:27:00
Summary:
With 2026 right around the corner, two of our 24/7 Wall St. Analysts, Eric Bleeker and Austin Smith, thought it would be an appropriate time to discuss which of three AI heavyweights they liked best as we head into the New Year.
The hosts of The AI Investor Podcast, Bleeker and Smith broke down which stock among Alphabet, Microsoft, and Nvidia might emerge as the biggest winner in 2026, with Nvidia setting itself apart from the pack for several reasons. Among them was the fact that Nvidia’s story centers on its Blackwell architecture, which is seeing overwhelming demand and remains supply constrained as data centers continue to be built across the globe. That paired with its strong leadership help make it a stock many wish they owned or owned more of.
Said Bleeker of the company’s growth over recent years, “It’s remarkable what NVIDIA has done, with huge gains in 2023 and 2024 and another roughly 35% year in 2025. At this scale, even 20% to 30% returns in 2026 would be outstanding. Despite all the bubble talk around AI, what I’ve seen on the ground – new data centers being built – suggests we’re still at the very beginning of this cycle. NVIDIA’s roadmap gives them strong leadership for years to come, and when doubts creep in, that’s often when investors should be looking to add shares.”
Don’t Ever Miss an Episode of the AI Investor Podcast
If you’re looking for AI stocks that…