Consumer Advocacy

January 17, 2026, 3:24 AM EST. Two 24/7 Wall St. analysts debated which AI heavyweight-Alphabet, Microsoft or Nvidia-could win 2026. Nvidia stands apart thanks to its Blackwell architecture, rising data-center demand and a supply-constrained backdrop. Bleeker argues that Nvidia's gains in 2023-24, plus ~35% in 2025, imply 20%-30% in 2026 would be outstanding as the AI cycle is still in its early stages. Alphabet has rebounded with Gemini 3 and is selling its TPU chips to rivals like Meta Platforms, offering an alternative to Nvidia's chips. Microsoft's story centers on cloud momentum, with the key metric being Azure growth, though those rates have decelerated. The hosts weigh which stock may lead in 2026, balancing product cycles, capacity needs and market demand.