News · Yahoo Finance

Jensen Huang Says the Next Wave of AI Is Physical. Forget Nvidia and Tesla, I’d Bet on These 2 Mid-Cap Stocks Instead.

As AI expands into factories and warehouses, one of the two stocks could benefit from machines that can see. The other is presented as a cheaper-looking opportunity in AI-powered warehouse robotics, despite its recent stock decline.

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artificial intelligenceJensen HuangNvidiaTesla

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Related tickers and likely impact

NVDA

• Neutral

Nvidia

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.2T
Close on 10/21/2026221.87
Change that session+2.49%
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TSLA

• Neutral

Tesla, Inc.

Relevance: low

MarketUS stocks
SectorConsumer Discretionary
IndustryAutomobile Manufacturers
Market cap$1.4T
Close on 10/21/2026386.55
Change that session+3.44%
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