Bitcoin tumbles 22.9% YTD amid ETF outflows and weak sentiment, while NVIDIA rides the AI boom with soaring revenues and a strong growth outlook.
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends that AI investors will want to keep an eye on in 2026.
UBS analysts have slightly increased their price target for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) to $245 from $235, citing a generally positive earnings backdrop and supply chain trends, though they described the stock's near-term upside as limited. The firm maintained a ‘Buy' rating on the chipmaker.
Whether or not 2026 really is the big year of physical AI (I think it's likelier to be the year when agentic AI breaks out) and robotics, much hype surrounds recent comments made by the great Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, who believes his firm has achieved a “ChatGPT moment” with regards to physical AI.
Though no established technology company managed to match the success of the semiconductor giant Nvidia (NASDAQ: NVDA) and hold the gains upon facing scrutiny, one memory stock appears to be an especially strong candidate for 2026.
Nvidia (NASDAQ: NVDA) insiders have been steadily selling their NVDA stock since 2026 started and have, by press time, made five filings in which they revealed selling more than $100 million worth of equity.
The top Democrat on a U.S. House of Representatives committee focused on China on Monday signaled that he is open to the sale of the older Nvidia generation of "Hopper" chips to China, a change from his predecessor's position.
Dassault Systemes, a software company that Nvidia's Jensen Huang says is at the center of the next industrial frontier of AI, saw its shares losing a fifth of its value after a profit warning.
Micron Technology has outperformed NVIDIA over the past year as surging HBM demand and tight supply position it as a compelling AI investment.
Over the past three months, some of the biggest names in the semiconductor industry have stalled out. NVIDIA NASDAQ: NVDA is up just 1% over that time, Broadcom NASDAQ: AVGO is down 1%, and Advanced Micro Devices NASDAQ: AMD has fallen over 7%.
Nvidia (NVDA) concluded the recent trading session at $189.86, signifying a +2.4% move from its prior day's close.
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