Nvidia's net income is projected to increase at a compound annual rate of 43% between fiscal 2026 (ending January 2026) and fiscal 2028, according to Wall Street estimates. That kind of projection means that it's not too late to buy shares, although returns going forward won't mimic the past.

For Nvidia investors, the key point is not Rivian's timing or feature list. Instead, it's the fact that it can meet its needs with a custom chip, rather than relying on a computing solution from Nvidia.

With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, Nvidia’s CES 2026 press event is likely to focus less on new launches. Rather,

Elon Musk warns of an AI hardware “all-out war” as Nvidia’s Blackwell rollout accelerates, pushing rivals to race on speed, cost, and scale.

Given the growth in front of the stock and its attractive valuation, the evidence suggests Nvidia is a stock to own in 2026.

Nvidia’s remarkable rise in 2025, driven by AI demand and strong data center performance, has boosted its valuation to extraordinary levels. What are the risks?

Nvidia should continue beating the market, but investors should also expect the unexpected over the next five years.

Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments in the artificial intelligence ecosystem to fend off rising competition.

If you look at lists discussing the top artificial intelligence (AI) stocks for 2026, you'll likely find a theme: Nvidia ( NVDA +0.73%) is included, or it's specifically talked about not being included. That's because Nvidia has been one of the best-performing stocks over the past few years, and is the poster child of the AI buildout.