Nvidia Remains AI Leader Amid Growing Competition From Google and Others

Nov 26, 2025

Nvidia continues to be a dominant force in artificial intelligence (AI) hardware, supplying chips for many of the most advanced AI models and data centers worldwide. The company is recognized as the key supplier in the ongoing AI surge, powering the infrastructure behind large-scale projects in the tech industry.

On Tuesday, Nvidia publicly acknowledged Google's progress in AI hardware, even as it emphasized its own technological lead. Nvidia referred to itself as 'a generation ahead,' signaling confidence in maintaining its position at the forefront of AI innovation.

Despite intense competition from companies like Google and AMD, analysts and investors remain optimistic about Nvidia. Some investors have recently bought more shares, viewing the company's consistent earnings growth during the AI boom as a continued opportunity.

Meanwhile, Google's parent company, Alphabet, has seen its shares hit all-time highs. Analysts predict Alphabet could sell up to 1 million AI chips by 2027, highlighting the increasing importance of AI hardware across the industry.

Other companies, such as Microsoft and Broadcom, are also benefiting from the rising demand for AI and data center technologies.

Why is Nvidia considered a leader in AI hardware?

Nvidia makes advanced chips that are used in most major AI models and data centers, making it a key supplier in the current AI technology boom.

Is Google a threat to Nvidia's position?

Google is making progress in developing its own AI chips and is gaining attention from investors, but Nvidia still considers itself a generation ahead in technology.

How are other companies involved in the AI boom?

Companies like Microsoft and Broadcom are also profiting by supplying technology needed to run and maintain the growing number of AI data centers.

Sources
Nvidia Is A 'Generation Ahead,' But 'Delighted' For Google
Benzinga
Nvidia Corp. (NASDAQ: NVDA), the leader in AI hardware, issued a masterclass in competitive positioning on Tuesday by simultaneously praising rival Google while boldly reaffirming its own technological supremacy.
Guess Who Just Bought Nvidia Stock? An Investor Who Favors Innovators and Leads...
The Motley Fool
Nvidia's earnings have roared higher quarter after quarter amid the artificial intelligence boom. The stock didn't soar following the latest blowout report -- but some investors may see this as a buying opportunity.
Nvidia's AI Moat Is Deep. Can AMD, Google Break In?
Forbes
Nvidia (NASDAQ:NVDA) is the leading company in the AI surge. Its chips power nearly every significant frontier model and data center expansion.
Forget Pure Plays: The 3 Safest Quantum Stocks Poised for Explosive Growth
The Motley Fool
Nvidia is entrenched as an artificial intelligence (AI) leader and is already blending its GPUs with quantum hardware. Microsoft is developing cutting-edge quantum chips and has existing infrastructure in place.
Google Vs Nvidia for AI Dominance? Why That's Only Half the Story.
Barrons
What could sway a divided Fed on rate cuts, spending slows as retailers enter the holiday shopping season, and more news to start your day.
Alphabet gets closer to $4 trillion as Morgan Stanley puts a big number around i...
Market Watch
Alphabet could be selling 1 million AI chips by 2027, say analysts.
As AI Stocks Like Nvidia Get Rattled, This Behind-The-Scenes Data Center Play He...
Investors Business Daily
As data centers fuel demand for HVAC leader SPX Technologies, hot AI stocks like Nvidia and Palantir cool down.
2 Artificial Intelligence (AI) Stocks That Could Still Double From Here
The Motley Fool
Broadcom is benefiting from explosive demand for artificial intelligence infrastructure. Microsoft's cloud business is serving as the digital backbone of leading organizations.
Nvidia: A Once In A Generation Buy-The-Dip Setup
Seeking Alpha
Nvidia Corporation delivered Q3 FY2025 results exceeding expectations, with revenue up 62% to $57B, driven by robust Data Center growth. Despite stellar earnings, NVDA shares declined 10% due to AI bubble concerns, sector rotation, and competitive headlines, presenting a buying opportunity. NVDA boa...
Billionaires Keep Buying These 2 AI Stocks
24/7 Wall Street
Retail investors can benefit from investing in artificial intelligence (AI) companies that are bringing the next-generation transformation.
2 Energy Stocks With Strong AI Tailwinds
24/7 Wall Street
The AI tailwinds have really powered energy stocks over the past year, thanks to a looming surge in demand driven by new AI data centers coming online.
A Brave New World in AI Hardware: Are Qualcomm's and Alphabet's New Chips Game C...
The Motley Fool
Nvidia might be the top dog in artificial intelligence (AI) hardware today, but its lead is narrowing. Qualcomm's newly announced AI chips and Alphabet's Ironwood TPU are positioned to compete with Nvidia on the low and high ends of AI hardware, respectively.
Former Intel CEO Pat Gelsinger on Google AI chips: Competition is good for all
CNBC Television
Pat Gelsinger, Playground Global general partner and former Intel CEO, joins 'Squawk Box' to discuss the state of AI chips war, the emergence of Alphabet as a competitor in the industry, and more.
Is Google the New AI King?
InvestorPlace
Massive chip news from Google
Nvidia Is the 'Rocky Balboa' of AI, Ives Says
Bloomberg Markets and Finance
Dan Ives of Wedbush Securities says Nvidia is the "Rocky Balboa champion" of artificial intelligence. He's not worried about any competition from Google.
Evercore ISI's Mark Mahaney on Alphabet: ‘The fundamentals look great'
CNBC Television
Mark Mahaney, head of internet research at Evercore ISI, joins CNBC's ‘Squawk on the Street' to discuss Alphabet as the tech giant's stock surges to all-time highs, the ongoing AI race, and more.
Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge
24/7 Wall Street
Nvidia ‘s (NASDAQ:NVDA) evolution from a gaming chips maker to the premier supplier for AI systems has been nothing short of astounding.
Nvidia Saved the Stock Market
The Motley Fool
In this video, I will cover Nvidia's (NVDA +1.94%) third-quarter earnings report and discuss market sentiment about artificial intelligence. Watch the short video to learn more, consider subscribing, and click the special offer link below.
AI Earnings Roundup: NVIDIA & Palantir
Zacks Investment Research
Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.
Did Alphabet Just Say "Checkmate" to Nvidia and AMD?
The Motley Fool
In this video, I will cover recent updates on Nvidia, Alphabet (GOOGL 1.45%) (GOOG 1.36%), and AMD. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Nvidia's Next Surge Is Forming
Seeking Alpha
Nvidia's Data Center revenue hit $51.2B in Q3FY26, soaring 25% QoQ and 66% YoY, driving most total company sales. Management expects Q4FY26 revenue to surpass $65B, supported by unprecedented AI compute demand and accelerating Blackwell GPU adoption. Strategic partnerships with OpenAI, Google Cloud,...
Nvidia remains uncontested AI leader as rivals gain momentum, Wedbush says
Proactive Investors
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains the uncontested leader in the AI chip race despite rising competition from the likes of Alphabet's Google, analysts at Wedbush believe. “The AI Revolution starts and ends with Nvidia today, and that is not changing for another few years,” the analysts wro...
A.I. Bubble Concerns Underneath GOOGL vs NVDA Battle
Schwab Network
Samuel Kerr joins Marley Kayden to provide context to the public debate about a bubble in A.I. stocks. He addresses the underlying concerns expressed by investors using recent weeks to take profits, pointing to the steep selling action in Nvidia (NVDA) as an example.
Microsoft and Nvidia Investors Need to Know This Before 2026
The Motley Fool
Microsoft (MSFT +2.16%) and Nvidia (NVDA +1.78%) are strengthening their leadership in artificial intelligence through deep partnerships that scale up enterprise adoption. Nvidia stands out with faster growth and higher potential upside as demand for accelerated computing surges, while Microsoft pro...
Dan Ives: "Nvidia's World, Everyone Else is Paying Rent"
Schwab Network
Dan Ives is back on The Watch List with Nicole Petallides to settle the Alphabet/Google (GOOGL) vs Nvidia (NVDA) debate. His team estimates that for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem.
Alphabet: Shares Rise Sharply For AI-Charged Company, But Still A Long-Term Play
Seeking Alpha
Alphabet (GOOGL) continues to outperform expectations, driven by AI initiatives and strong search revenue, recently surpassing $100 billion in quarterly revenue. Despite a sharp share price climb this year, GOOGL remains reasonably valued for long-term investors, with analyst targets near current le...
Should You Forget SoundHound and Buy 2 Artificial Intelligence (AI) Stocks Inste...
The Motley Fool
Nvidia's GPUs are driving the growth of artificial intelligence (AI). Alphabet is utilizing AI to improve advertising and solidify its dominance in search.
1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Soars More Tha...
The Motley Fool
Beth Kindig of the I/O Fund says Nvidia could reach a $20 trillion valuation by 2030. The chipmaker's next growth arc will be defined by artificial intelligence (AI) infrastructure.
NVIDIA and Micron Stand Out as Likely Profitable AI Winners for 2026
Zacks Investment Research
NVIDIA stands out among profitable AI picks as strong net income ratios help spotlight leaders positioned for 2026 momentum.
Alphabet: Why It Beat The Rest Of The Magnificent 7 During The Market Pullback
Seeking Alpha
Alphabet Inc. continues to break new all-time highs and has significantly outperformed its peers, driven by strong fundamentals rather than an AI bubble. The recent strong Q3 results have set a bullish backdrop for GOOGL, with both advertising and Google Cloud revenue continuing to accelerate, drive...
The Best AI Stocks to Buy With $1,000 Right Now
The Motley Fool
Nvidia is the leader in artificial intelligence hardware. AMD and Broadcom are trying to steal some of Nvidia's market share.
Creative Strategies' Ben Bajarin talks the AI chip race between Alphabet and Nvi...
CNBC Television
Ben Bajarin, CEO Creative Strategies, joins 'Closing Bell Overtime' to talk where Google and Nvidia are competing and where they aren't when it comes to AI chips.
Google's Gemini 3 Sends Broadcom Soaring: TPUs Take Center Stage
MarketBeat
Once again, semiconductor giant Broadcom NASDAQ: AVGO is getting a boost from its longtime friend and Google parent company Alphabet NASDAQ: GOOGL. Investors have been increasingly connecting the dots between these two firms.
China's tech giants move AI model training overseas to tap Nvidia chips, FT repo...
Reuters
Top Chinese firms are training their artificial intelligence models abroad to access Nvidia's chips and avoid U.S. measures aimed at curbing their progress in advanced technology, Financial Times reported on Thursday.
Chinese tech groups train AI abroad to access Nvidia chips, report says
Proactive Investors
Leading Chinese technology companies are training their latest artificial intelligence models outside the country to secure access to Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) processors and sidestep US export controls, according to the Financial Times. People familiar with the shift told the newspaper t...
Nvidia Stock Slides on Alphabet Competition Fears: Is This a Buy-the-Dip Moment?
The Motley Fool
Nvidia shares fell after reports that Meta Platforms may buy Alphabet's custom artificial intelligence (AI) chips for data centers starting in 2027. Recent results show how Nvidia's data center business is still growing rapidly.
Nvidia's bumpy November
Business Insider
Nvidia looked poised to have a great month on the heels of hitting an all-time high and another blockbuster earnings. Instead, the AI chipmaker has faced ongoing concerns about a possible AI bubble and increased competition from Google.
Big Tech's AI Bets Are Paying Off, but Which Stock Has the Most Upside?
The Motley Fool
Meta, Amazon, and Alphabet are integrating AI into their operations, thanks to the benefits the technology delivers. All these companies rely on Nvidia's chips to help train AI models and run inference applications.
$GOOGL is the latest "flavor of the week" in the AI trade: Analyst
Yahoo Finance
"There's only a few companies that have the dollars, the capital, and the actual users to make this happen," says Jeffries' Brent Thill on the "fickle" AI trade. About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market...
3 Key Growth Drivers That Could Shape Alphabet's Next Decade
The Motley Fool
Alphabet's next decade will hinge on artificial intelligence (AI) monetization. At the same time, Google Cloud will remain Alphabet's important growth engine.
3 Top AI Stocks to Buy With $1,000
The Motley Fool
Given its already huge market cap, Nvidia continues to top analysts' expectations. TSMC's ability to manufacture at scale ever-smaller nodes in the chips it produces will provide massive benefits.
How Google put together the pieces for its AI comeback
CNBC
Alphabet shares are on a tear as the company's been able to advance and ship AI products. With Gemini 3 and Ironwood, Google CEO Sundar Pichai appears to have finally put the pieces together for the company's AI offerings, experts told CNBC.
Nvidia Stock Could Be a Black Friday Bargain Amid Google AI Threat. Here's Why.
Barrons
Shares have slumped over the past month, as investors fret about lofty AI valuations and the threat posed by Google.
Great News for Nvidia Stock Investors!
The Motley Fool
Nvidia (NVDA +1.37%) is exceeding expectations in nearly every important financial metric.
"Blackwell Sales Are Off the Charts" for Nvidia -- and Worryingly, so Is Its Cus...
The Motley Fool
Artificial intelligence (AI) is a potentially game-changing technology for businesses around the globe -- and Nvidia's graphics processing units (GPUs) are the heartbeat of this revolution. Insatiable enterprise demand for Nvidia's GPUs sent revenue soaring 62% in the latest quarter.
Snowflake: The Stealthy Titan Ready For Explosive Growth In The AI Era
Seeking Alpha
Some investors consider the stock overvalued. The stock remains GAAP unprofitable and carries high execution risk. AI is quickly becoming the company's largest growth driver.
Amazon's Weak 2025 Sets Stage For 2026 - Buy
Seeking Alpha
Amazon is the only Mag‑7 stock badly lagging this year, yet its AI and AWS fundamentals keep strengthening, setting up an appealing 2026 rotation candidate in my view. Q3 delivered another double‑beat, with revenue up ~13% and EPS up ~36%; AWS backlog hit $200 billion, and AI workloads are growing r...
10 AI Stocks I'd Buy Right Now
The Motley Fool
The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.
Nvidia's Latest Beat Proves AI Isn't Cooling Off Yet, but Is the Chipmaker Still...
The Motley Fool
Strong demand for Nvidia's AI accelerators continues to drive impressive revenue and earnings growth. Investors can expect the company's data center business to keep expanding over at least the next five quarters.
Wedbush's Dan Ives says AI boom is only beginning, names 10 stocks he sees as wi...
Invezz
Artificial intelligence stocks are not overheating — they are just beginning to show their potential. That is the view of Wedbush Securities analyst Dan Ives, who says Wall Street bears are mistaking a rapid technological shift for exuberance.
Will Alphabet Outshine NVIDIA in the MAG-7? ETFs to Watch
Zacks Investment Research
Alphabet may beat NVIDIA in the MAG-7 race over the long term as GOOGL surges and TPUs gain traction. ETFs like GXPC, FCOM, IXP and VOX offer targeted exposure.
If I Could Only Buy and Hold a Single Stock, This Would Be It
The Motley Fool
Nvidia is coming off yet another record-breaking quarter. Transformative shifts in three areas of computing will drive its revenues and profits higher.
AI predicts Nvidia price for December 1, 2025
Finbold
Nvidia (NASDAQ: NVDA) is under pressure as the chipmaker faces allegations over inflated revenue numbers.
Tech Corner: NVDA A.I. Dominance
Schwab Network
Looking for an extra serving of A.I. insights this Thanksgiving holiday? George Tsilis dives deep into Nvidia (NVDA) and the A.I. chipmaker's stronghold position in that domain. From its Blackwell chip to its expansive distribution across multiple industries, George checks out the fundamental cataly...
Nvidia and Palantir Dominated 2025. Which Is the Best Artificial Intelligence (A...
The Motley Fool
Palantir's software is seeing widespread adoption. Nvidia's GPUs are the base computing unit used for the AI arms race.
The 4 Best Stocks to Buy Right Now
The Motley Fool
The demand for AI computing hardware isn't slowing down. Nvidia's best-in-class GPUs are drawing tons of demand.
These tech stocks join Alphabet among the sector's rare gainers for November
Market Watch
Certain AI plays bucked the tech sector's selloff as the market got more discerning.
S&P500 and Nasdaq 100: Alphabet Strength Stands Out as NVIDIA Retreats on Valuat...
FXEmpire
Alphabet jumps on Gemini 3.0 momentum as NVIDIA retreats, with AI competition and valuation concerns shaping investor sentiment.
These stocks may benefit from a shift towards Google's highly specialized AI mic...
Market Watch
If there's widespread adoption of Google's TPU ecosystem, there are plenty of stocks that may flourish as a consequence.
NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?
Zacks Investment Research
AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.
Google Steals the Show in AI
The Motley Fool
In this podcast, Motley Fool contributors Travis Hoium, Rachel Warren, and Jon Quast discuss:
This Is Nvidia's Price Prediction Heading Into 2016 According To This Market
24/7 Wall Street
Nvidia ( NASDAQ:NVDA ) has ridden the AI wave to extraordinary heights.
Bohen: 2026 A.I. Trade to "Make 2025 Look Like a Joke," GOOGL Favorite
Schwab Network
@Stockstotrade's Tim Bohen joins Schwab Network ahead of Black Friday's opening bell to explain how traders can take advantage of volatility. He sees all of the pullbacks in A.I.
2 Best AI Stocks to Buy This Month
The Motley Fool
These top AI plays look like compelling buys right now. Alphabet is entering a new era of growth.
Case for GOOGL & NVDA Rallies Ahead, Bracing for More Dovish FOMC
Schwab Network
Phil Rosen believes the recent tech sell-off has been overblown and creates new buying opportunities for investors. As for the TPU and GPU discussions surrounding Alphabet (GOOGL) and Nvidia (NVDA), he sees both companies continuing to prosper for the foreseeable future.
What Alphabet's CEO Just Said Should Get Quantum Computing Investors Very Excite...
24/7 Wall Street
Quantum computing promises to revolutionize fields like drug discovery, cryptography, and climate modeling by solving complex problems in minutes that would take classical supercomputers billions of years.
As Alphabet's stock rises and Nvidia's pulls back, investors might be missing th...
Market Watch
Also, the “ultimate cult stock,” retirement-planning advice and a look at 10 index-fund strategies.
Nvidia: Just Like Cisco In 2000
Seeking Alpha
Nvidia Corporation is a dominant force in AI, but its valuation mirrors Cisco's pre-dot-com bubble peak, raising concerns of overexuberance. Despite strong earnings and revenue growth, NVDA's high valuation and market optimism may not be sustainable as infrastructure cycles mature. Power shortages a...
Bridgewater's Greg Jensen echoes Michael Burry on Nvidia's AI chips — and says t...
Business Insider
Michael Burry has warned AI giants are overstating how long their Nvidia chips will stay relevant. Bridgewater's Greg Jensen said the chips may be used to invent better chips that make them obsolete.
Apple will gain more AI functionality over time, says D.A. Davidson's Gil Luria
CNBC Television
Gil Luria, head of technology research at D.A. Davidson, joins CNBC's 'Squawk on the Street' to discuss Apple's outlook for this season, his take on Nvidia, and more.
Here's the billionaires' top pick for quantum computing exposure
Invezz
Alphabet Inc. (NASDAQ: GOOGL) has become the preferred choice for billionaire investors seeking exposure to quantum computing in 2025, as they avoid the speculative frenzy in pure-play quantum stocks.
Google's TPU momentum could create new winners across the AI supply chain: these...
Invezz
The artificial intelligence hardware landscape is showing early signs of realignment, as analysts at Citrini Research point to growing traction for Google's tensor processing units, or TPUs.
AI remains a long-term threat for Apple, says Big Technology's Alex Kantrowitz
CNBC Television
Alex Kantrowitz, Big Technology founder, joins 'Squawk Box' to discuss expectations for Apple this holiday shopping season, Apple's AI strategy, Google's AI advancements, and more.
India's Adani seeks up to $5 billion investment in Google data center to join AI...
Reuters
India's Adani Group plans to invest up to $5 billion in Alphabet-owned Google's India AI data centre project, an executive said on Friday, as it seeks to cash in on booming demand for data capacity in the world's most populous nation.
Here's Why Oracle Is Not the Next Nvidia
24/7 Wall Street
Oracle ( NYSE:ORCL ) stock ignited investor enthusiasm starting in late April, fueled by Wall Street upgrades and optimism around its AI pivot.
Alphabet: The AI Leader Best Positioned to Dominate 2026
MarketBeat
Alphabet NASDAQ: GOOGL is not only outperforming the broader market in 2025, but it has also overtaken many of its Magnificent Seven peers and, more importantly, its closest AI competitors.
3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
The Motley Fool
Nvidia has a long runway of growth ahead as the AI infrastructure buildout continues. Meta Platforms has been using AI to drive growth.
Alphabet Has Won
Seeking Alpha
Netflix had won the streaming war long before investors noticed. I argue the same is already true in AI – and the winner is Alphabet. Everyone chases the “smartest chatbot,” but the real prize is who controls the pipes, the chips, and the screen you stare at. That's where Alphabet quietly pulled ahe...
25% of Warren Buffett's Portfolio Is Invested in These 3 Unstoppable AI Stocks
The Motley Fool
Berkshire Hathaway's portfolio owns at least three leading tech stocks that are benefiting from AI. All three of these juggernauts have excellent prospects beyond their AI-related work.
The Stock Market Is Near All-Time Highs Again. Here Are the 3 Best Stocks to Buy...
The Motley Fool
Nvidia continues to post excellent results each quarter. Taiwan Semiconductor's new technology could sustain the artificial intelligence (AI) buildout.
Warren Buffett's Latest Artificial Intelligence (AI) Stock Pick Is Already Up at...
The Motley Fool
The newest addition to Berkshire Hathaway's equity portfolio has received a lot of good news since the conglomerate made its purchase. The company is a cash-generating machine, which enables it to invest heavily in AI and protects it against competition.
GOOG Stock Soars To All Time Highs on NVDA Chip Comparision
24/7 Wall Street
Alphabet Inc. (NASDAQ: GOOG) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation (NASDAQ: NVDA) sentiment dropped to 33 (bearish).
Meta Platforms May Ditch NVIDIA Chips—Here's Why Investors Care
MarketBeat
A key report on Nov. 25 announced that Meta is exploring the possibility of using artificial intelligence (AI) chips developed by two of the world's biggest names in technology.
Where Will Nvidia Stock Be in 1 Year?
The Motley Fool
Nvidia's stronger-than-expected results and sunny guidance weren't enough to lift the stock. The chip giant is under some pressure owing to investor concerns regarding a possible AI bubble.
This AI Stock Could Rally More if Its New Product Line Delivers on Expectations
The Motley Fool
Alphabet's new Gemini 3 could change the game in AI. It is still behind in usage compared to ChatGPT, but is growing rapidly.
The Real Reason This AI Stock Could Be a Huge Winner in 2026
The Motley Fool
Nvidia stock has advanced this year, but the path has been bumpy at times. The company has faced headwinds such as investors' recent concern about a possible AI bubble.
Could the Nvidia Killer Be Hiding in Plain Sight? 3 Stocks to Watch
The Motley Fool
Alphabet trained its latest AI model, Gemini 3, on its own TPU chips. Amazon has teamed with Anthropic to unleash what will soon be over 1 million of its Trainium2 chips.
The Deal With Meta: Google's AI Chips To Power A New Cycle Of Growth
Seeking Alpha
Alphabet Inc. (GOOG) (GOOGL) is rated a Strong Buy, driven by robust AI momentum and a promising AI chips deal with Meta Platforms. Google's TPU chips position it as a viable Nvidia competitor, targeting a significant share of the AI data center market. Profitability and margins have improved, suppo...
Prediction: This Unstoppable Stock Will Join Nvidia, Apple, Microsoft, and Alpha...
The Motley Fool
The demand for semiconductors and related technology for AI data centers has surged in recent years. Broadcom's vast assortment of chips and infrastructure products is helping fuel the AI boom.
Billionaire Bill Ackman May Be the Next Warren Buffett -- 2 AI Stocks Make Up 39...
The Motley Fool
Billionaire Bill Ackman runs Pershing Square, a hedge fund that beat the S&P 500 by 24 points in the last decade and currently owns large positions in Alphabet and Uber. Alphabet is monetizing artificial intelligence through custom chips and cloud computing services, as well as consumer products lik...
2 Tech Stocks You Can Buy and Hold for the Next Decade
The Motley Fool
Nvidia is the leader in AI infrastructure and has strong growth opportunities ahead. Alphabet is a market leader in search, and its cloud computing unit is growing quickly.
2 Nvidia stock killers to watch in 2026
Finbold
In recent years, American semiconductor giant Nvidia (NASDAQ: NVDA) has been synonymous with the AI revolution, with its GPUs forming the backbone of the sector.
Warren Buffett Bets Big on AI -- He Just Bought 17,846,142 Shares of This Legend...
The Motley Fool
Buffett hasn't always been a big fan of tech stocks. Other managers at Berkshire are now betting big on AI.
2 Unstoppable Stocks That Could Join Apple, Nvidia, Microsoft, and Alphabet in t...
The Motley Fool
AWS is a mission-critical player in the global AI infrastructure buildout, backed by massive multiyear AI deals and $200 billion-plus backlog. Broadcom is seeing a dramatic increase in demand for its custom silicon and networking components from hyperscalers and AI labs.
The Smartest Technology Stock to Buy With $1,000 Right Now
The Motley Fool
This dominant company is a clear leader in the artificial intelligence race. The market isn't asking investors to pay a crazy valuation to own shares.
Ranking the Best "Magnificent Seven" Stocks to Buy for 2026: Here's My No. 3 Pic...
The Motley Fool
Nvidia's latest earnings show that the company's growth story is intact. The pie is big enough for Nvidia to grow earnings at a breakneck pace even as competitors like Broadcom and AMD land major cloud deals.
Jensen Huang Says This Artificial Intelligence Transition Will Be "Revolutionary...
The Motley Fool
Nvidia recently reported its quarterly earnings, which were stong yet again. The company believes there are significant transitions coming for artificial intelligence, especially in connecting the physical and digital worlds.
Prediction: Here's Where Nvidia Is Headed in 2026
The Motley Fool
Nvidia just delivered impressive Q3 results. It's still well ahead of its rivals in the AI accelerator chip market.
Google CEO calls for national AI regulation to compete with China more effective...
Fox Business
Sundar Pichai calls for balanced AI regulation at the national level, warning that conflicting legislation could hurt US competitiveness against China.
Top Stocks to Double Up on Right Now
The Motley Fool
Alphabet has shifted the narrative to being one of the most important AI companies on the planet. Broadcom has a huge opportunity with custom AI chips.
The Next Phase of AI Infrastructure Is Coming, and Alphabet May Be the Stock to...
The Motley Fool
Alphabet's position as an AI infrastructure leader has been in the making for more than a decade. The company's custom AI chips give it a big cost edge.
History Says the Nasdaq Will Soar: 2 Artificial Intelligence (AI) Stocks to Buy...
The Motley Fool
The Nasdaq Composite entered a new bull market earlier this year; since 1990, the index has returned an average 281% during bull markets. Nvidia GPUs and networking are the gold standard in artificial intelligence infrastructure, and many analysts expect the company to maintain its dominance for yea...
Nvidia Stock Slips Again. What's Hitting the Chip Maker.
Barrons
Nvidia stock is being hit by a wider market slump, which is set to add to its issues with competition from Google's TPUs.
Nvidia: Competition From Google Should Help Ease Concentration Risks (Upgrade)
Seeking Alpha
Nvidia maintains a strong moat in AI hardware despite Google's Gemini 3 Pro TPU advancements, with its CUDA ecosystem and more general-purpose GPUs. The chip maker's robust sales growth, high profitability, and continued pricing power counter fears of GPU commoditization and depreciation, supporting...
The 3 Best Trillion-Dollar Stocks to Buy Now. (Hint: Nvidia Isn't One of Them.
The Motley Fool
Meta Platforms is considering making a big purchase of Alphabet's AI chips. Broadcom and Taiwan Semiconductor Manufacturing would also be beneficiaries of that deal.
Google Beyond Search: Why AI, Waymo, YouTube, Cloud Are Driving Shares Up
Investors Business Daily
Google stock trades near record highs. Here's what fundamental and technical analysis says about GOOGL stock amid worries over AI bubble.
Trillion-Dollar Companies Now Go To 11; Google Is No. 3
Investors Business Daily
Eli Lilly recently became the 11th stock with a trillion-dollar valuation. S&P 500 titans Nvidia and Apple lead, but Google is rising fast.
Wall Street is Still Pounding the Table Over Nvidia, Alphabet and Wynn
24/7 Wall Street
Analysts at Morgan Stanley just reiterated an overweight rating on Nvidia with a $250 price target. Analysts at Guggenheim says Alphabet could run even higher. The firm raised its price target on GOOG to $375 from $330 with a buy rating.
You Might Not Believe the Shocking Comments From Nvidia CEO Jensen Huang!
The Motley Fool
The CEO made comments in response to investors who believe the market for AI stocks is in a bubble.
2 Best Artificial Intelligence Stocks to Buy in December
The Motley Fool
Nvidia sees monster growth over the next few years. Taiwan Semiconductor is supplying the chips for artificial intelligence (AI) computing providers.
Alphabet and Nvidia alone make up a third of the S&P 500's gains this year, in a...
Market Watch
On the whole, Big Tech accounts for almost half of the index's 2025 rise, according to DataTrek.
Nvidia Just Delivered Amazing News to Investors for 2026
The Motley Fool
Nvidia has seen explosive growth thanks to its dominance in AI chips. But investors have worried about how long this growth may continue.
Is This Trillion-Dollar Giant a Threat to Nvidia and AMD?
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (NVDA +1.62%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
This Week Is Crucial for AI Stock Investors
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (NVDA +1.50%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Broadcom's New Google Chips Could Be 40% Cheaper To Run Than Nvidia's, Analyst S...
Benzinga
Broadcom Inc (NASDAQ: AVGO) is gaining momentum in the artificial intelligence accelerator race thanks to Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG) Google's push to scale Tensor Processing Unit-powered computing across both internal systems and future external customers.
Elon Musk offers two non-Tesla stock picks to play the future of AI
Market Watch
Why the Tesla CEO sees opportunity in shares of Alphabet and Nvidia, which have enjoyed strong rallies this year.
Show All Sources
Related Posts
Other News
Back to Top