Wolfe Research named NVIDIA its top artificial intelligence stock pick for 2026. The firm added NVIDIA to its 'Alpha List'. Analysts cited the stock's relative underperformance compared to other AI-related companies as a key driver for future growth potential.
This positive sentiment aligns with NVIDIA’s strategic focus on its supply chain.
CEO Jensen Huang is scheduled to visit Taiwan on January 29th. The trip itinerary includes attending a company banquet and meeting with executives from key AI supply chain partners.
Huang will meet leaders from TSMC and Foxconn to reinforce these critical relationships.