Alphabet Inc. (NASDAQ:GOOGL) is among the 14 Best S&P 500 Stocks to Buy Now. According to a Reuters report on Wednesday, Google is working with Meta to make its AI chips better suited to running PyTorch, in a bid to challenge Nvidia’s dominance in the market. Alphabet Inc. (GOOGL) and Meta Working Together To Challenge Nvidia's Market Dominance: Report Google The initiative, called TorchTPU, aims to position Google’s Tensor Processing Units (TPUs) as an alternative to the chipmaker’s Graphics Processing ...

Broadcom and Taiwan Semiconductors are shaping up to have a strong 2026.Nvidia has been a dominant force in the AI computing market since the AI buildout began in 2023. However, viable alternatives are starting to pop up that could challenge Nvidia's dominance. If Nvidia's empire starts to crack, two stocks could soar in its place.I think both are excellent buys for 2026 and are primed to soar, even if Nvidia can maintain its superiority. Taiwan SemiconductorNvidia designs graphics processing units (GPUs), ...

There are several investing sectors benefiting from the AI buildout.Nvidia (NVDA +3.80%) has been a leader in the artificial intelligence (AI) buildout since its start in 2023. There have also been other top performers, such as Palantir (PLTR +4.21%), which provides artificial intelligence-powered software.Additionally, there are the AI hyperscalers that are powering much of the AI computing capacity built out. And even more in the weeds are utility companies delivering the energy needed to power AI, as wel ...

2026 is shaping up to be another excellent year for the stock market.With 2025 nearly over, it's a good time for investors to think about which companies they might want to add to their portfolios in 2026. A market pullback can happen at any time, so having a shopping list ready to go is a smart idea.Here are my top 10 stock picks for 2026. I'm fairly confident that each of them will outperform the market next year. 1. NvidiaThis is just a list of stocks -- it's not in ranked order. However, if it were in r ...

Palantir's stock is extremely expensive.Palantir (PLTR +4.14%) has been on a remarkable run since the artificial intelligence (AI) arms race began in 2023. Its stock is up over 2,700% since 2023, and has doubled in each year since then. However, there is a bit of a problem with Palantir's stock. It has become drastically overvalued, and I think it could be ripe for a pullback in 2026, opening the door to other companies to surge past it.Two AI companies that could be larger than Palantir by the end of 2026 ...

Key Points Nvidia's GPUs remain the gold standard for data center clustering. Competitors haven't been able to duplicate ASML's EUV technology. Palantir may be controversial for its government work, but it's also seeing mammoth growth from commercial clients. 10 stocks we like better than Nvidia › If you're investing in tech stocks, you likely had a pretty good 2025. The tech sector is one of the better-performing sectors, and tech-focused exchange-traded funds are outperforming the S&P 500 by a ...

Key Points TSMC is the undisputed leader in manufacturing advanced chips. Intel's stock outperformed in 2025 after the company was backed by some big investors. TSMC has a clearer growth path between the two companies. 10 stocks we like better than Intel › When it comes to chip manufacturing, Taiwan Semiconductor Manufacturing (NYSE: TSM) is the undisputed foundry leader, while Intel (NASDAQ: INTC) is trying to make inroads. However, in 2025, it was Intel's stock that outperformed, up nearly 80% ...

Nvidia and Alphabet look like solid buys heading into the new year.If you've got $10,000 to invest and are looking for some growth stocks to hold for the long term, splitting it between a couple of top artificial intelligence (AI) stocks can be a good idea. This is a bit of an aggressive strategy, although AI leaders have been leading the market higher for the past few years.Let's look at two AI stocks to invest in now for the long term. NvidiaNvidia (NVDA +1.87%) is the king of AI infrastructure, as its gr ...

文章核心观点 - 尽管市场对人工智能主题可能略显疲态，但超大规模企业在2026年对AI算力的资本支出预计将创下新高，这将持续推动相关芯片公司的业绩与股价 [2] - 英伟达、AMD和台积电这三家公司有望在年底前股价上涨，并将在2026年持续受益于AI硬件支出的增长 [2][3] 英伟达 - 自2023年AI基础设施建设开始以来，英伟达一直是表现最佳的人工智能股票之一 [5] - 英伟达是超大规模企业数据中心资本支出的主要受益者，因为其图形处理器为这些数据中心提供了大部分算力 [5] - 在截至2026年10月26日的2026财年第三季度，公司收入同比增长63%，稀释后每股收益同比增长67% [7] - 对英伟达GPU的需求极高，公司CEO指出其云GPU已“售罄” [7] - 管理层预计到2030年，全球数据中心资本支出将达到3万亿至4万亿美元 [8] - 公司当前市值为4.2万亿美元，毛利率为70.05% [6][7] AMD - AMD在AI竞赛中的成功程度远不及英伟达，其GPU性能与英伟达相差不大，但配套技术（特别是控制软件）相对落后 [8] - 公司通过一些收购和合作改善了其配套产品，管理层相信能够扭转局面，在AI计算领域大展拳脚 [8] - 管理层预计未来五年，其数据中心业务将以60%的复合年增长率增长，远高于最近一个季度22%的部门增长率 [10] - 公司当前市值为3270亿美元，毛利率为44.33% [9][10] - 市场可能开始认识到AMD命运的转变，导致其股价在12月最后几天上涨 [11] 台积电 - 台积电是全球最大的芯片代工厂，无论英伟达、AMD还是其他设计公司提供最佳计算解决方案，公司都能从其销售中受益 [12] - 作为AI建设中的中立参与者，其整体上行空间可能受限，但基于AI基础设施市场的增长预测，公司很可能在未来五年成为表现优异的股票 [13] - 公司估值远低于GPU设计公司，其预期前瞻市盈率为28倍 [13] - 公司在AI领域拥有不可或缺的地位，市场可能在进入2026年时给予其回报 [15]

Tigress Financial sets a new price target for Nvidia Corporation (NASDAQ:NVDA) at $350, indicating a potential growth of approximately 99.87%.Google's initiative could challenge Nvidia's software advantage in the semiconductor industry, potentially impacting its market position.Nvidia's dominance in the AI hardware market is threatened by Google's TPU strategy, which could limit Nvidia's future share in the AI sector.Nvidia Corporation (NASDAQ:NVDA) is a leading player in the semiconductor industry, known f ...