Investors looking to win in AI have turned to chip giant Nvidia, propelling the stock to a double-digit gain this year. This other tech stock also is on track to lead in the AI market -- and it’s a lot cheaper than Nvidia.

AI stocks have pulled back recently on bubble concerns, which has raised the stakes for Nvidia's upcoming earnings report.

Gene Munster thinks Wall Street isn't factoring in a few key developments as analysts prepare for the chip giant's Q3 earnings report on November 19.

Nvidia stock is set to deliver strong returns for the third consecutive year. It should continue its rally into 2026 as well, though the intensity might not be as fierce as we have seen since 2023.

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Nvidia has especially moved the needle for TSMC's business through its dominance in the data center space. TSMC manufactures both Nvidia's Hopper chip architecture and its successor, Blackwell. It will also manufacture Blackwell's upcoming successor, Rubin.

See why Nvidia Corporation is rated a Strong Buy for 2026, with solid AI growth, strong industry demand, and bullish revenue forecasts. Click for my NVDA update.

S&P 500 futures are on the run as Advanced Micro Devices ( NASDAQ: AMD) leads the tech pivot higher. Last checked, the S&P 500 is up about 24 points. The SPDR S&P 500 ETF ( SPY) is up about $2.35. Dow futures are up 105, with the tech-heavy Nasdaq up about 152.

Nvidia has been hitting astronomic highs amid the AI boom and even became the first $5 trillion market cap company last month ... which was forecast to hit 186% of the target. A 'fundamental disconnect' with Nvidia customers The July email states ...