TendieTensor TendieTensor
You’re browsing as
Guest
Free Preview
Sign in/sign up to unlock all features.

News  ›  The Motley Fool

Nvidia vs Alphabet: Which Stock Will Outperform in 2026?

The Motley Fool Logo The Motley Fool By Geoffrey Seiler
Nvidia vs Alphabet: Which Stock Will Outperform in 2026?

Both Nvidia and Alphabet are expected to have strong 2026 performances as top 'Magnificent Seven' stocks. Nvidia benefits from dominant GPU market position and AI infrastructure spending, while Alphabet leverages custom TPU chips and integrated AI across products. The analyst predicts Alphabet will outperform due to its more durable, less cyclical business model and network effects from its Gemini AI integration.

Insights
HUMAW   positive

Increased quarterly revenue, expanded hospital reach, advanced clinical pipeline, and maintained strong cash position


NVDA   positive

Dominant GPU market position with wide moat via CUDA platform, strong 2025 performance (+30%), attractive forward P/E of 23x, benefiting from increased cloud capex spending and reopened Chinese market access. However, noted as more cyclical and dependent on customer capex.