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 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 ...

Financial realities could soon pour water on one of this year's hottest IPO stocks.Throughout history, technological innovations have often coincided with investor enthusiasm that can occasionally reach euphoric levels. Today's craze for artificial intelligence (AI) is likely to create some bubbles within the industry, even if AI as a whole is a genuinely revolutionary technology and investment opportunity.There are some similarities between today's market and the late 1990s, when the internet helped inflat ...

Philippe Laffont's hedge fund, Coatue Management, is shifting its bets on the AI trend.Within 45 days of the end of each quarter, every institutional investor managing over $100 million is required to file a Form 13F with the Securities and Exchange Commission (SEC). These filings itemize which stocks they bought and sold during that quarter. This provides everyday investors with a glimpse -- though a delayed one -- into what the "smart money" on Wall Street is doing.During the third quarter, Philippe Laffo ...

评级与目标价 - Tigress Financial重申对英伟达的“强力买入”评级 并将目标价从280美元上调至350美元 [1][5] - 重申评级时 英伟达股价约为175.34美元 [1] 股价与市场表现 - 英伟达近期股价为174.86美元 当日上涨2.29% 即上涨3.92美元 [2] - 当日交易区间在171.82美元至176.15美元之间 [2] - 过去52周 股价最高达212.19美元 最低为86.62美元 显示显著波动性 [2] - 公司市值高达4.26万亿美元 当日成交量为1.1045亿股 [2] 竞争动态 - 谷歌正采取行动 旨在挑战英伟达在软件领域的专有优势 [3] - 谷歌此举可能对英伟达的市场地位构成潜在影响 [3][4] - 英伟达在软件领域已建立的稳固地位是其关键优势 [4][5]

The valuation indicates that investors are willing to pay a premium. NVDA’s forward price-to-earnings (P/E) ratio is 40x versus the sector’s 24.34x, which means the market is pricing in faster growth and stronger long-term earnings power than the average stock in the group.Over the past 52 weeks, the stock is up about 40%, so the bigger trend remains positive, although sentiment has cooled. Over the past month, shares have declined by about 8%, which appears more like a normal reset after a strong run than ...