"The hosts of The AI Investor Podcast, Bleeker and Smith broke down which stock among Alphabet, Microsoft, and Nvidia might emerge as the biggest winner in 2026, with Nvidia setting itself apart from the pack for several reasons. Among them was the fact that Nvidia's story centers on its Blackwell architecture, which is seeing overwhelming demand and remains supply constrained as data centers continue to be built across the globe."
"It's remarkable what NVIDIA has done, with huge gains in 2023 and 2024 and another roughly 35% year in 2025. At this scale, even 20% to 30% returns in 2026 would be outstanding. Despite all the bubble talk around AI, what I've seen on the ground - new data centers being built - suggests we're still at the very beginning of this cycle."
Three major AI stocks — Alphabet, Microsoft, and Nvidia — are evaluated for 2026 potential. Nvidia stands apart because its Blackwell architecture faces overwhelming demand and remains supply constrained as data centers are built worldwide. Nvidia delivered huge gains in 2023–2025, and projected 20–30% returns in 2026 would still be outstanding at scale. Observations of new data center construction indicate the AI cycle is in an early phase. Nvidia's roadmap and leadership position the company for multi-year advantage. The AI Investor Podcast offers free subscription and updates with recommendations in a $500,000 model AI portfolio.
Read at 24/7 Wall St.
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