NVIDIA CEO Jensen Huang will deliver a 90-minute keynote at CES 2026. The event will be livestreamed on January 5 at 4PM ET via NVIDIA's website (and likely on YouTube as well). We'll embed the link here once it's available.

On one hand, Nvidia is bolstering its technological advantage with fresh architectures and accelerated product cycles.

For example, Nvidia is already a $4.6 trillion company. If its market cap grew by 27.2% annually for the next decade, it would be worth almost $50 trillion. The output of the entire U.S. economy was less than $30 trillion in 2024, so although AI is a revolutionary technology, it's important for investors to temper their expectations.

Every year, the GPU market seems to follow a familiar script. Nvidia continues to set the pace at the high end, AMD responds where it can, and the loudest headlines are dominated by flagship performance.

Nvidia stock was modestly lower in early trading on Tuesday as the chipmaker failed to claw back some of the losses suffered in the previous session.

Does Palantir's momentum make it the more attractive choice going into the new year? I don't think so. Instead, I believe that Nvidia is the hands-down better stock to buy than Palantir for 2026.

The acquisition comes less than a week after Nvidia inked a $20 billion deal to license the technology of Groq Inc., a venture-backed chip developer. The startup sells processors optimized to run inference workloads. The deal will see Groq’s founding chief executive and other key employees join Nvidia.