By Geoffrey Seiler
Publication Date: 2025-12-23 10:35:00
Both stocks had strong 2025 performances.
The two top-performing “Magnificent Seven” stocks in 2025 were Nvidia (NVDA +0.11%) and Alphabet (GOOGL +1.09%) (GOOG +0.69%). As of this writing, Nvidia’s stock is up around 30%, while Alphabet has turned in a 60% gain.
Let’s see which stock is poised to outperform in 2026.
The case for Nvidia
Where artificial intelligence (AI) infrastructure spending heads, Nvidia’s stock is likely to follow. The company is the dominant player in the space with its graphics processing units (GPUs), and while competition has increased, no one is close to unseating the king. It still has a wide moat with its CUDA software platform, which is where most foundational AI code has been written, while its recent acquisition of SchedMD will only help widen its software moat.
Image source: Getty Images.
Meanwhile, its NVLink interconnect system helps prevent vendor mixing and matching because it’s a proprietary system that lets its GPUs quickly pass along data and pool memory, allowing an AI cluster to act as a single powerful unit.
Today’s Change
(0.11%) $0.20
Current Price
$183.89
Key Data Points
Market Cap
$4.5T
Day’s Range
$182.90 – $184.91
52wk Range
$86.62 – $212.19
Volume
693K
Avg Vol
191M
Gross Margin
70.05%
Dividend Yield
0.02%
Meanwhile, the setup for the company looks attractive heading into 2026. All the major cloud computing companies have discussed ramping up data center capex spending next year, which bodes well for it. At the same time, the U.S. just gave…
