On one hand, Nvidia is bolstering its technological advantage with fresh architectures and accelerated product cycles.

NVIDIA CEO Jensen Huang will deliver a 90-minute keynote at CES 2026. The event will be livestreamed on January 5 at 4PM ET via NVIDIA's website (and likely on YouTube as well). We'll embed the link here once it's available.

Nvidia believes running AI models will be highly profitable, but its Groq deal reflects uncertainty over which chips and architectures will dominate.

For example, Nvidia is already a $4.6 trillion company. If its market cap grew by 27.2% annually for the next decade, it would be worth almost $50 trillion. The output of the entire U.S. economy was less than $30 trillion in 2024, so although AI is a revolutionary technology, it's important for investors to temper their expectations.

Every year, the GPU market seems to follow a familiar script. Nvidia continues to set the pace at the high end, AMD responds where it can, and the loudest headlines are dominated by flagship performance.

Nvidia stock was modestly lower in early trading on Tuesday as the chipmaker failed to claw back some of the losses suffered in the previous session.

Does Palantir's momentum make it the more attractive choice going into the new year? I don't think so. Instead, I believe that Nvidia is the hands-down better stock to buy than Palantir for 2026.

ByteDance plans ‍to ​spend about 100 billion ‌yuan ($14.29 ​billion) on artificial intelligence chips from Nvidia in 2026, a ​hefty increase ⁠from roughly 85 billion yuan in ​2025, ⁠if the U.S. company is allowed ‌to sell its ‌H200 graphic processing ‍units in China, the ‍South China Morning Post reported on Wednesday.