Get all your news in one place.
100's of premium titles.
One app.
Start reading
MarketBeat
MarketBeat
Business
Jeffrey Neal Johnson

Small Names, Big Impact: The Stocks Behind NVIDIA’s Rubin

NVIDIA (NASDAQ: NVDA) has achieved a level of dominance in the stock market that defies historical comparison. The chip giant's market capitalization briefly peaked above $4.76 trillion following its dominant presentation at CES 2026, which featured the debut of its new consumer-focused RTX 60-Series. This surge was temporary, however, as the value soon settled back into its current $4.5-$4.6 trillion range. NVIDIA is the undisputed king of artificial intelligence (AI). However, for investors seeking exponential returns in 2026, NVIDIA’s sheer size presents a compelling problem in financial mathematics known as the Theory of Large Numbers.

To double its stock price from here, NVIDIA would need to add another $4.76 trillion in value, roughly the equivalent of creating another Apple (NASDAQ: AAPL) or Microsoft (NASDAQ: MSFT) out of thin air. While not impossible, the law of large numbers suggests the easy money has already been made, and when it has, retail investors tend to exit.

Sign up to read this article
Read news from 100's of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.