Core Viewpoint - Nvidia may underperform compared to the broader market in 2026 due to increasing competition, high valuation, and potential overspending on AI infrastructure [1] Group 1: Nvidia's Position - Nvidia is facing risks in 2026 if revenue growth slows down, which could impact its stock performance [7] Group 2: Alphabet's Growth - Alphabet is regaining market share in AI with the launch of updated Gemini AI models, leading to a stock increase of 60% year-to-date, outperforming Nvidia [4][5] - Alphabet's revenue is growing at 15% year-over-year in constant currency, supported by strong performance in Google Search, YouTube, and Google Cloud [5] Group 3: Amazon's Potential - Amazon's growth in 2026 will depend on management's ability to control costs that escalated during the pandemic [6] - Amazon Web Services (AWS) reported a 20% year-over-year revenue growth last quarter, with a 36% operating margin, benefiting from AI infrastructure expansion [8]
Prediction: 2 Artificial Intelligence Stocks That Will Be Worth More Than Nvidia by the End of 2026
Yahoo Finance·2025-12-22 23:25