By Marc Guberti
Publication Date: 2026-02-11 00:00:00
Key Points
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Nvidia became the most valuable company because of its AI chips, but these two stocks should outperform it.
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Alphabet is using the AI buildout to create new products and enhance its existing offerings, translating into higher revenue growth rates.
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Micron provides essential memory storage solutions for AI chips, and its pivot away from consumer products is already bearing fruit.
- 10 stocks we like better than Alphabet ›
Nvidia (NASDAQ: NVDA) is at the center of the artificial intelligence (AI) boom and became the first publicly traded corporation to reach a $5 trillion market cap as a result. The AI chipmaker’s earnings reports demonstrate that its semiconductors are still in strong demand. Record revenue of $57 billion, up by 62% year over year, shows that the company is still hot.
Although Nvidia has been a winning pick for years, investors may generate higher returns if they look at other AI stocks. These companies have smaller market caps and attractive growth opportunities that could help them outperform Nvidia in the years ahead.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
Image source: Getty Images.
1. Alphabet addresses cloud, software, and physical AI
Nvidia provides the chips, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) shows how companies can use semiconductors…
