If you look at lists discussing the top artificial intelligence (AI) stocks for 2026, you'll likely find a theme: Nvidia ( NVDA +0.73%) is included, or it's specifically talked about not being included. That's because Nvidia has been one of the best-performing stocks over the past few years, and is the poster child of the AI buildout.

Analyst Vivek Arya said that chipmakers tied to AI applications are expected to keep generating solid returns. ・Arya forecasts a 50% year-over-year growth for AI semiconductors in 2026, driven by heavy data center usage,

China has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.

Both semiconductor stocks have experienced significant growth over the past few years. Nvidia's stock price has climbed over 900% over the last three years, while TSMC's stock is up a respectable 250%. However, investors should always look forward to what's next for a stock.

Nvidia leads AI semiconductors with strong alpha, valuation support, high R-squared, revenue elasticity, and AMD convex upside. Find out why NVDA stock is a buy.

Nvidia has become shorthand for the artificial intelligence boom, but its most durable advantage may emerge in a very different field: quantum computing. As hardware makers race to prove their qubits,

Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL)’s custom TPU chips and NVIDIA (NASDAQ: NVDA)’s GPUs,

Broadcom (AVGO) and Lam Research (LRCX) are among Bank of America's top semiconductor stocks to own for 2026. Read for more.

Navitas is a fabless chipmaker that outsources its production to third-party foundries. That capital-light business model sets it apart from Wolfspeed (NYSE: WOLF), which manufactures its SiC chips and GaN power devices at its own foundries.

TSM posted strong November 2025 revenue growth, driven by demand for advanced chips used by customers like NVDA.

JEN-HSUN HUANG co-founded NVIDIA Corporation in 1993 and has served as President, Chief Executive Officer and a member of the Board of Directors since its inception. He spoke with the Wall Street Transcript on the record in July of 2000.