NVIDIA: The 2026 AI Captain

Key Takeaways NVIDIA's story continues to be underpinned by record-breaking results.Demand is expected to remain robust as companies seek out compute power. Expect NVIDIA to again be central to the AI trade in 2026. The AI frenzy is set to continue throughout 2026, driven in large part by significant CapEx for the underlying infrastructure. We’ve seen several companies benefit in a huge way from the investments, with the poster child being none other than NVIDIA (NVDA) .To put it lightly, the growth from th ...