AI Growth Showdown: Nvidia's Rapid Rise vs Alphabet's Diversified Momentum for 2026
TL;DR Summary
Nvidia and Alphabet are riding the AI wave, but Nvidia's growth is faster yet priced for perfection, while Alphabet combines broad AI-driven momentum with improving cloud profitability and a Gemini distribution deal with Apple; at current valuations Nvidia trades at a higher multiple, making Alphabet the more compelling risk-reward for 2026, though both carry AI/regulatory risks and neither is a clear bargain.
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