2 Genius Stocks Nvidia Owns That You Should Buy for 2026

• Nvidia is simply a portion proprietor of Nebius and Applied Digital.

• Both companies payment from the immense operation projects successful information centers.

• 10 stocks we similar amended than Applied Digital ›

The reporting requirements of the Securities and Exchange Commission (SEC) accidental that companies that ain much than $100 cardinal successful different companies' stocks indispensable study those holdings to the SEC astatine the extremity of the quarter. Then, 45 days aft the 4th ends, that accusation is released to the nationalist successful a Form 13F. These disclosures thin to seizure the attraction of investors funny astir what stocks are being bought and sold by circumstantial companies they follow.

Some of these investors usage this accusation to power their ain investing choices. While it isn't omniscient to blindly travel what others are doing, this accusation tin supply immoderate consciousness of what top-level investors and manufacture leaders deliberation are the apical stocks to own.

One manufacture person that investors mightiness privation to wage attraction to is Nvidia, presently the world's largest company. It makes the astir fashionable graphics processing units (GPUs) connected the market, giving it important penetration into the manufacture overall, including what's going connected successful the artificial quality (AI) world.

Nvidia is making truthful overmuch wealth from its products that it can't walk it each connected increasing its ain company, truthful it has started investing successful different companies it sees having maturation potential. Given its heavy cognition base, investors basal to payment by paying attraction to the companies Nvidia is funny in.

At the extremity of the 3rd quarter, Nvidia owned shares successful six publically traded companies. There are 2 that are peculiarly intriguing, and investors should instrumentality a look astatine them for imaginable 2026 purchases.

Nvidia reported owning shares of Applied Digital (NASDAQ: APLD) and Nebius Group (NASDAQ: NBIS). Both of these companies are progressive successful the information halfway gathering roar successful antithetic ways. Applied Digital designs, builds, and operates information centers for assorted clients. These information centers necessitate computing hardware from Nvidia to function, and it's imaginable that Applied Digital utilized its banal arsenic a mode to concern immoderate transactions with Nvidia.

Another anticipation is that Nvidia believes successful Applied Digital, truthful it took a presumption successful the institution arsenic a result. It owns astir 7.7 cardinal shares of Applied Digital, oregon astir 2.8% of the wide company.

This concern did good for Nvidia successful 2025, since Applied Digital's banal terms is up 238% this year. Its terms spiked connected quality of 15-year leases with assorted AI companies, including different large Nvidia investment, CoreWeave. Applied Digital is not profitable close now, but erstwhile it has built up its computing footprint, it could crook into a semipermanent cash-generating instrumentality for investors similar Nvidia.