By Paul L.
Publication Date: 2026-10-05 11:26:00
OpenAI’s ChatGPT has picked Nvidia (NASDAQ: NVDA) over SpaceX (NASDAQ: SPCX) as the better stock to buy in Q4 2026.
The model pointed to the semiconductor giant’s dominance in artificial intelligence, arguing that it offers a superior risk-reward opportunity for investors.
The case for Nvidia stock
According to ChatGPT, Nvidia’s investment case is supported by proven financial results rather than future expectations.
In August, the company reported quarterly revenue of $96.2 billion, including $89 billion from its data center segment, as demand for AI infrastructure continued to accelerate.
Nvidia remains a key beneficiary of spending by cloud providers, enterprises, and governments building large-scale AI systems.
The model also highlighted Nvidia’s growing exposure to AI inference, which is becoming an increasingly important growth driver as artificial intelligence applications move from development into real-world deployment.
The technology firm has further strengthened its position through the successful rollout of its Blackwell platform while preparing the launch of its next-generation Rubin architecture.
ChatGPT noted that Nvidia continues to benefit from strong pricing power, with demand remaining robust despite reported increases in the cost of some next-generation AI systems.
The company also maintains significant competitive advantages through its CUDA software…
