{"id":244104,"date":"2026-01-18T03:15:13","date_gmt":"2026-01-18T03:15:13","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/244104\/"},"modified":"2026-01-18T03:15:13","modified_gmt":"2026-01-18T03:15:13","slug":"nvidia-nvda-added-to-wolfe-alpha-list-as-favorite-ai-idea-for-2026","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/244104\/","title":{"rendered":"Nvidia (NVDA) Added to Wolfe Alpha List as Favorite AI Idea for 2026"},"content":{"rendered":"\n<p class=\"yf-vbsvxt\">NVIDIA Corporation (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">NVDA<\/a>) is one of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/12-hot-ai-stocks-to-keep-on-your-radar-1675596\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Hot AI Stocks to Keep on Your Radar;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Hot AI Stocks to Keep on Your Radar<\/a>. On January 13, Wolfe reiterated the stock as \u201cOutperform,\u201d noting that the idea is its favorite for 2026. Analyst Chris Caso noted that the AI chip maker is being added to the Wolfe Alpha List, replacing Micron. This is despite the stock being \u201cup \u2018only\u2019 36% over the past year,\u201d which Wolfe said trails other AI-linked names.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"\" loading=\"eager\" height=\"640\" width=\"960\" class=\"yf-lglytj loader\"\/>     <\/p>\n<p class=\"yf-1lvgyjz\">\u201cNVDA is up \u2018only\u2019 36% over the past year, underperforming other AI related names. We think the reason for underperformance is threefold \u2014 the late launch of Blackwell, concerns about the sustainability of AI spending in general, as well as concerns about share losses to custom AI solutions.\u201d<\/p>\n<p class=\"yf-vbsvxt\">However, with Nvidia\u2019s product roadmap advancing, these worries are now fading.<\/p>\n<p class=\"yf-1lvgyjz\">\u201cBlackwell is now ramping fully, and Rubin is on time for 2H26 ramp,\u201d Wolfe wrote, adding that Rubin offers \u201c5x inference improvement vs. Blackwell.\u201d<\/p>\n<p class=\"yf-vbsvxt\">The stock\u2019s recent outlook points to \u201cat least $40bn upside to CY26 consensus revenue,\u201d with resumed H200 shipments to China potentially leading to further upside.<\/p>\n<p class=\"yf-vbsvxt\">NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.<\/p>\n<p class=\"yf-vbsvxt\">While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-vbsvxt\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/11-ai-stocks-on-the-markets-radar-1670381\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:11 AI Stocks on the Market\u2019s Radar;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">11 AI Stocks on the Market\u2019s Radar<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-trending-ai-stocks-on-wall-street-12-1675392\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Trending AI Stocks on Wall Street;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Trending AI Stocks on Wall Street<\/a><\/p>\n<p class=\"yf-vbsvxt\">Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"NVIDIA Corporation (NASDAQ:NVDA) is one of the Hot AI Stocks to Keep on Your Radar. On January 13,&hellip;\n","protected":false},"author":2,"featured_media":32097,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,4007,125,131063,131062],"class_list":{"0":"post-244104","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-il","12":"tag-israel","13":"tag-nvidia-corporation","14":"tag-technology","15":"tag-wolfe","16":"tag-wolfe-alpha-list"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/244104","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=244104"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/244104\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/32097"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=244104"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=244104"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=244104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}