Fox Business · Sep 27, 2026
With Keith Gangl, Senior Portfolio Manager at Gradient Investments
Nvidia is growing its business by more than 100% this year and is forecast to grow by more than 70% next year, Keith Gangl said.
Some investors are worried about the stock's valuation, the anchor said. Gangl's answer was that the market is starting to spread into other names, but that the build-out of AI and robotics does not happen without Nvidia.
"They're still the kingpin there, and we think they're going to continue to grow."
Keith Gangl, Senior Portfolio Manager at Gradient Investments, on Fox Business, came on to name the stocks he wants to own as AI and robotics spread from chips into hospitals, factory floors and data centers.
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Here are the 5 calls that matter.
Key Takeaways
Nvidia is still the leader in AI and his firm still wants to own it
Growth of over 100% this year, forecast at over 70% next year
Intuitive Surgical's stock has come down to a more reasonable valuation, and he wants to buy on the pullback
Rockwell Automation is his onshoring play: equipment to automate factory floors
AI is only in the second-to-third inning, with the gains moving from Nvidia to memory and data centers, and equipment next
He favors a federal mandate for AI safeguards, such as a kill switch, over state or company rules
1. Still the Kingpin
The anchor opened with Nvidia. Some investors, she said, are worried about its valuation, which she found hard to square with the numbers the company has put out. She asked whether AI and robotics can happen without it.
Nvidia is still the company everyone thinks of first
"No. They're the leader of it. They started a couple of years ago, and when everybody thinks of AI, they think of Nvidia." — Keith Gangl
Growth of over 100% this year
"This year they're growing over 100%, next year forecast for over 70%." — Keith Gangl
"The market's starting to spread out, but you can't forget about Nvidia." — Keith Gangl
The anchor called the stock a must-have and put its price at $229 a share.
