Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns
Goldman Sachs reaffirmed Nvidia and Broadcom as its top AI computing picks Tuesday, citing Nvidia’s software and rollout speed despite rising competition from custom chips. Nvidia shares fell 0.5% to $186.23 before the U.S. market opened. The company will report fiscal 2026 earnings on Feb. 25. Analysts expect continued high revenue growth but warn of volatility and potential margin pressure.