Nvidia became the world's first $5 trillion company at the end of October, on the back of strong momentum and optimism for continued growth in artificial intelligence (AI) spending. It's an impressive milestone to be sure, but the stock has since fallen back down 10% to trade firmly in the $4 trillion territory.

As we enter 2026, a handful of stocks are making the case that they're also worth $5 trillion, and Nvidia investors expect to return to that level once again. But one stock stands out as my favorite to reach $5 trillion before anyone else next year.

A major threat to Nvidia's dominance

Nvidia has produced excellent earnings growth for investors on the back of soaring demand for its GPUs . But ultimately, Nvidia is something of a one-trick pony. If its customers slow down spe

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