Doug Clinton, CEO of Intelligent Alpha, said Nvidia (NVDA) and Alphabet Class A (GOOGL) are the “safest AI bets” for investors in public markets. He highlighted Nvidia’s role as a key provider of computing hardware and Google’s strength in building and running advanced software systems. His view comes as the AI sector continues to drive market activity and investor interest.
Claim 55% Off TipRanks
Trade NVDA with leverageClinton Picks NVDA and GOOGL as Top AI Stocks
Clinton has named NVDA and GOOGL as his top stock picks. He declared that Nvidia “is still the king” and described Google as the most accessible model builder for public investors, while AI firms like OpenAI and Anthropic remain private.
The Intelligent Alpha CEO noted that AI technology is currently driving corporate efficiency at Google and Nvidia, allowing them to operate with fewer employees. He stated that if both firms reduce their workforce by about 10% without slowing operations, potential cuts could rise to 20–30% as systems improve. These efficiency gains, in turn, could support profit growth and improve long-term investor confidence.
Nvidia and Google Show Strong Growth Amid AI Boom
Supporting Clinton’s bullish outlook on GOOGL and NVDA, both companies have recorded stellar performance over the years. Nvidia reported Q4 revenue of $68.13 billion, up 73% year over year. Its data center business also contributed $62.31 billion, and the company generated approximately $96.6 billion in free cash flow for fiscal year 2026. The stock also trades around $181, supported by numerous buy ratings from analysts.
Alphabet Inc. has also posted solid results. Notably, Google Cloud revenue rose 48% year over year to $17.66 billion, and its Gemini app now serves more than 750 million monthly users. The company’s total annual revenue surpassed $400 billion for the first time in years. Capital spending is also projected at $175 billion to $185 billion in 2026, mainly for strategic technology investments, while its $240 billion cloud backlog surge in Q4 2025 points to steady demand.
Is Nvidia a Good Bet?
Wall Street analysts tracked by TipRanks see NVDA and GOOGL as top AI stocks. They rate NVDA a “Strong Buy,” projecting a 12-month average price target of over $273, with about 50% upside potential. Similarly, GOOGL is rated a “Strong Buy,” with an average price target of roughly $378 and an implied potential of 18%. Investors who need more information on both stocks can track their performance, ratings, and price targets on TipRanks’ Stocks Comparison Center.
