Have $75,000 to Invest? Nvidia or Alphabet

Core Insights - Artificial intelligence (AI) has emerged as the primary growth driver for the stock market in 2025, with AI stocks leading the market despite economic uncertainties [1] - NVIDIA Corporation and Alphabet Inc. are among the biggest beneficiaries of the AI boom, with significant increases in their market capitalizations [1] NVIDIA Corporation - NVIDIA reported third-quarter data center revenue of $51.2 billion and total revenue of $57 billion, reflecting a 62% year-over-year increase [2][5] - The company achieved its first $100 billion quarter, with total revenue reaching $102.3 billion, up 16% year over year [2] - NVIDIA's market capitalization has surged from $400 billion in 2022 to over $4 trillion, with a stock price increase of 30% in 2025, currently trading at $180.98 [3] - The demand for NVIDIA's products is robust, with Blackwell chips sold out through the end of the year, despite competition from other companies developing their own AI chips [4][5] Competitive Landscape - NVIDIA faces competition from Advanced Micro Devices (AMD) and Broadcom (AVGO), as hyperscalers are exploring alternatives to NVIDIA's offerings [6] - Analysts remain optimistic about NVIDIA's potential for continued growth, although concerns about a potential AI bubble exist [6][7]