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The Zacks Analyst NVIDIA, Intel, Advanced Micro Devices and Alibaba Group Holding
Read MoreHide Full Article
For Immediate Releases
Chicago, IL – February 13, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include NVIDIA Corp. (NVDA - Free Report) , Intel Corp. (INTC - Free Report) , Advanced Micro Devices, Inc. (AMD - Free Report) and Alibaba Group Holding Ltd. (BABA - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Bitcoin vs. NVIDIA: Digital Gold or AI Giant for Long-Term Growth?
For long-term investors, Bitcoin (BTC) remains a highly speculative and volatile asset facing significant selling pressure. In contrast, NVIDIA Corp. stands out as a stronger long-term investment thanks to its solid fundamentals and promising growth prospects. Here’s why –
Bitcoin Sinks as Crypto Winter Deepens
Bitcoin’s price has been declining steadily for some time, ushering in what many are calling a crypto winter. After reaching an all-time high of $127,000 in October last year, the digital asset dropped below $90,000 in December and then slipped under $80,000 in January. Following its most recent slide, Bitcoin is now down 22.9% year to date, trading around $67,000.
So, what triggered the downfall? Obviously, Bitcoin entered a correction after record highs, as selling pressure intensified and profit-taking weighed on the price. At the same time, institutional participation declined as interest in the so-called digital gold cooled, contributing to broader pessimism across the crypto market. U.S. spot Bitcoin ETFs saw an outflow of $3 billion in January this year, following withdrawals of $7 billion in November and $2 billion in December last year.
Geopolitical tensions also pushed investors toward safe havens like gold and silver, while demand for Bitcoin and other cryptocurrencies softened, as they are generally viewed as riskier investments. Overall, sentiment toward cryptocurrencies, including Bitcoin, remains weak, with the Crypto Fear & Greed Index firmly in the “extreme fear” territory.
NVIDIA Rides AI Boom as Revenues Soar on Easing Trade Woes
NVIDIA is undoubtedly encountering stiff competition from rivals like Intel Corp. and Advanced Micro Devices, Inc. as data center capital expenditure increases. Nevertheless, driven by the rapid rise of AI, NVIDIA continues to deliver impressive quarterly results. This sustained performance is largely due to the incessant demand for its cutting-edge chips, especially the latest Blackwell architecture, as well as the ever-increasing need for cloud-based graphics processing units (GPUs).
NVIDIA expects global data center spending to reach between $3 trillion and $4 trillion annually by 2030, creating a significant opportunity for the company to expand sales of its computing hardware. U.S.-China trade complications have also settled somewhat, which is a positive development for NVIDIA. Chinese officials have approved the sale of H200 AI chips to select customers, including ByteDance and Alibaba Group Holding Ltd. The Trump administration has already granted approval for these chips to be shipped to China.
NVIDIA now anticipates fiscal fourth-quarter 2026 revenues of nearly $65 billion, plus or minus 2%, according to investor.nvidia.com. In the third quarter of fiscal 2026, the company’s revenues surged 62% year over year and 22% quarter over quarter to $57 billion.
Bitcoin or NVIDIA: Which Is the Better Long-Term Bet?
After its peak, Bitcoin’s downfall has been fueled by profit-taking, reduced institutional interest, rising geopolitical tensions that pushed investors toward safer assets, and overall weak sentiment across the crypto market. For now, the market appears to be waiting for fresh catalysts to resume Bitcoin’s momentum. However, one thing is clear: it is a highly speculative asset, and it faces massive selling pressure during periods of negative investor sentiment, making it less suitable for a long-term investment.
On the other hand, NVIDIA is a proven stock that has delivered consistent returns despite geopolitical challenges and intense competition. NVIDIA remains strongly positioned for future growth fueled by rising demand for its chips and a continued increase in data center spending. NVIDIA’s net profit margin of 53% exceeds the industry's average of 50.1%, underscoring its strong growth and making it an attractive long-term buy (read more: NVIDIA vs. Palantir: One AI Stock is a Clear Buy Right Now).
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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst NVIDIA, Intel, Advanced Micro Devices and Alibaba Group Holding
For Immediate Releases
Chicago, IL – February 13, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include NVIDIA Corp. (NVDA - Free Report) , Intel Corp. (INTC - Free Report) , Advanced Micro Devices, Inc. (AMD - Free Report) and Alibaba Group Holding Ltd. (BABA - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Bitcoin vs. NVIDIA: Digital Gold or AI Giant for Long-Term Growth?
For long-term investors, Bitcoin (BTC) remains a highly speculative and volatile asset facing significant selling pressure. In contrast, NVIDIA Corp. stands out as a stronger long-term investment thanks to its solid fundamentals and promising growth prospects. Here’s why –
Bitcoin Sinks as Crypto Winter Deepens
Bitcoin’s price has been declining steadily for some time, ushering in what many are calling a crypto winter. After reaching an all-time high of $127,000 in October last year, the digital asset dropped below $90,000 in December and then slipped under $80,000 in January. Following its most recent slide, Bitcoin is now down 22.9% year to date, trading around $67,000.
So, what triggered the downfall? Obviously, Bitcoin entered a correction after record highs, as selling pressure intensified and profit-taking weighed on the price. At the same time, institutional participation declined as interest in the so-called digital gold cooled, contributing to broader pessimism across the crypto market. U.S. spot Bitcoin ETFs saw an outflow of $3 billion in January this year, following withdrawals of $7 billion in November and $2 billion in December last year.
Geopolitical tensions also pushed investors toward safe havens like gold and silver, while demand for Bitcoin and other cryptocurrencies softened, as they are generally viewed as riskier investments. Overall, sentiment toward cryptocurrencies, including Bitcoin, remains weak, with the Crypto Fear & Greed Index firmly in the “extreme fear” territory.
NVIDIA Rides AI Boom as Revenues Soar on Easing Trade Woes
NVIDIA is undoubtedly encountering stiff competition from rivals like Intel Corp. and Advanced Micro Devices, Inc. as data center capital expenditure increases. Nevertheless, driven by the rapid rise of AI, NVIDIA continues to deliver impressive quarterly results. This sustained performance is largely due to the incessant demand for its cutting-edge chips, especially the latest Blackwell architecture, as well as the ever-increasing need for cloud-based graphics processing units (GPUs).
NVIDIA expects global data center spending to reach between $3 trillion and $4 trillion annually by 2030, creating a significant opportunity for the company to expand sales of its computing hardware. U.S.-China trade complications have also settled somewhat, which is a positive development for NVIDIA. Chinese officials have approved the sale of H200 AI chips to select customers, including ByteDance and Alibaba Group Holding Ltd. The Trump administration has already granted approval for these chips to be shipped to China.
NVIDIA now anticipates fiscal fourth-quarter 2026 revenues of nearly $65 billion, plus or minus 2%, according to investor.nvidia.com. In the third quarter of fiscal 2026, the company’s revenues surged 62% year over year and 22% quarter over quarter to $57 billion.
Bitcoin or NVIDIA: Which Is the Better Long-Term Bet?
After its peak, Bitcoin’s downfall has been fueled by profit-taking, reduced institutional interest, rising geopolitical tensions that pushed investors toward safer assets, and overall weak sentiment across the crypto market. For now, the market appears to be waiting for fresh catalysts to resume Bitcoin’s momentum. However, one thing is clear: it is a highly speculative asset, and it faces massive selling pressure during periods of negative investor sentiment, making it less suitable for a long-term investment.
On the other hand, NVIDIA is a proven stock that has delivered consistent returns despite geopolitical challenges and intense competition. NVIDIA remains strongly positioned for future growth fueled by rising demand for its chips and a continued increase in data center spending. NVIDIA’s net profit margin of 53% exceeds the industry's average of 50.1%, underscoring its strong growth and making it an attractive long-term buy (read more: NVIDIA vs. Palantir: One AI Stock is a Clear Buy Right Now).
NVIDIA, currently, has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.