AI Stock Performance and Predictions for 2026
In 2025, four top artificial intelligence stocks—Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), Alphabet (NASDAQ: GOOG, GOOGL), and Meta Platforms (NASDAQ: META)—experienced robust gains, with three stocks rising by at least 38%. Nvidia and TSMC are anticipated to lead growth into 2026, with TSMC projecting a growth rate of about 30% driven largely by AI chip demand, while Nvidia’s revenue is expected to increase by approximately 50% according to Wall Street analysts.
In comparison, Alphabet and Meta Platforms are focusing on AI applications, with Alphabet positioned as a leader in generative AI models. Investors expect a return on AI investments; thus, Alphabet could see solid but lower returns in 2026. Conversely, Meta is still in a developmental phase, making its performance more uncertain. Overall, TSMC and Nvidia are viewed as more stable investments for the upcoming year.
