By Keithen Drury
Publication Date: 2025-12-06 17:30:00
Predicting artificial intelligence (AI) winners has been quite easy in recent years. Just pick a stock related to AI and chances are you’ve beaten the market. While that’s an oversimplification, choosing a stock like Nvidia (NVDA 0.56%) or Palantir Technologiesboth recognized market leaders in their fields, have resulted in above-average stock returns.
However, after so many years of great returns, it seems as if Nvidia will tend to be less successful in 2026, especially with Tensor Processing Units (TPUs). alphabet is becoming a potential alternative to Nvidia’s graphics processing units (GPUs). Nvidia has a firm grip on the AI computing market, and if that weakens, the stock could be in trouble. However, if that doesn’t happen, Nvidia could reach new heights in 2026 due to increased AI spending.
I think fears of Nvidia losing its dominance are overblown, and Nvidia could once again be one of the top AI stocks…