Nvidia (NVDA) Added to Wolfe Alpha List as Favorite AI Idea for 2026

2 weeks ago 15

Ghazal Ahmed

Sat, January 17, 2026 astatine 11:53 AM CST 1 min read

NVIDIA Corporation (NASDAQ:NVDA) is 1 of the Hot AI Stocks to Keep connected Your Radar. On January 13, Wolfe reiterated the banal arsenic “Outperform,” noting that the thought is its favourite for 2026. Analyst Chris Caso noted that the AI spot shaper is being added to the Wolfe Alpha List, replacing Micron. This is contempt the banal being “up ‘only’ 36% implicit the past year,” which Wolfe said trails different AI-linked names.

“NVDA is up ‘only’ 36% implicit the past year, underperforming different AI related names. We deliberation the crushed for underperformance is threefold — the precocious motorboat of Blackwell, concerns astir the sustainability of AI spending successful general, arsenic good arsenic concerns astir stock losses to customized AI solutions.”

However, with Nvidia’s merchandise roadmap advancing, these worries are present fading.

“Blackwell is present ramping fully, and Rubin is connected clip for 2H26 ramp,” Wolfe wrote, adding that Rubin offers “5x inference betterment vs. Blackwell.”

The stock’s caller outlook points to “at slightest $40bn upside to CY26 statement revenue,” with resumed H200 shipments to China perchance starring to further upside.

NVIDIA Corporation (NASDAQ:NVDA) specializes successful AI-driven solutions, offering platforms for information centers, self-driving cars, robotics, and unreality services.

While we admit the imaginable of NVDA arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.