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Upcoming Stock Picks for 2026
As 2025 concludes, investors are focusing on stocks anticipated to perform well in 2026, particularly those that may experience a year-end rally. Analysts highlight three stocks—Nvidia (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), and Alphabet (NASDAQ: GOOG, GOOGL)—as top contenders.
Nvidia
Nvidia remains a leader with its graphics processing units, stating it is “sold out” of cloud GPUs. However, competition is increasing from AMD and custom AI accelerators developed in collaboration with Alphabet. Investors view Nvidia’s position in the AI market as still robust.
Alphabet
Alphabet’s Q3 revenues surged 16% year-over-year to $102 billion, with earnings per share rising 35%. The company is considering selling its tensor processing units directly to clients like Meta Platforms, potentially opening new revenue channels.
Taiwan Semiconductor Manufacturing
TSMC is the world’s largest chip manufacturer and is introducing 2-nanometer chips that promise 25% to 30% more energy efficiency than the previous generation. The forecast for increased AI infrastructure spending supports TSMC’s strong market position as it remains essential to various manufacturers.
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