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Dan Niles Picks Top 5 Stocks for 2026 Growth

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  Published in Stocks and Investing on Sunday, February 8th 2026 at 0:31 GMT by CNBC
      Locales: California, Texas, New York, Massachusetts, UNITED STATES

Sunday, February 8th, 2026 - In a recent CNBC interview, veteran investor Dan Niles, founder of Alpha Income Partners, unveiled his firm's top five stock picks poised for growth in 2026 and beyond. While acknowledging the prevailing market volatility, Niles presented a compelling case for Nvidia, Eli Lilly, Airbnb, Snowflake, and Amazon, emphasizing a strategic focus on quality, valuation, and long-term growth potential. This isn't simply a list of popular stocks; it's a carefully curated portfolio built on anticipation of significant trends reshaping the global economy.

Nvidia (NVDA): The AI Cornerstone

Niles' confidence in Nvidia extends far beyond the current hype surrounding artificial intelligence. He views Nvidia not just as a chip manufacturer, but as a foundational infrastructure provider for the AI revolution. While the market experienced a correction in late 2024 regarding AI valuations, Niles believes this presented a buying opportunity. The demand for GPUs continues to surge, driven not only by generative AI applications like large language models (LLMs) but also by increasingly sophisticated machine learning workloads in areas like autonomous vehicles, robotics, and scientific research. Crucially, Nvidia isn't resting on its laurels. They've consistently invested heavily in research and development, diversifying beyond GPUs into platforms and software that will cement their dominance in the AI ecosystem. Analysts predict a continued, albeit potentially moderated, growth trajectory for Nvidia, with potential expansion into new markets like data center infrastructure specifically designed for AI training and inference.

Eli Lilly (LLY): Riding the Wave of GLP-1 Innovation

Eli Lilly's inclusion in Niles' portfolio underscores the growing significance of the pharmaceutical sector, particularly in addressing chronic diseases. The company's success with GLP-1 receptor agonists, initially for diabetes but now increasingly prescribed for obesity, has been nothing short of transformative. Mounjaro and Zepbound, along with upcoming pipeline candidates, are projected to generate substantial revenue in the coming years. However, Niles' bullish outlook isn't solely based on these blockbuster drugs. Eli Lilly is also actively pursuing innovative therapies in areas like Alzheimer's disease, autoimmune disorders, and cancer, demonstrating a commitment to addressing unmet medical needs and diversifying its revenue streams. The aging global population and the rising prevalence of obesity suggest continued, strong demand for Eli Lilly's products.

Airbnb (ABNB): The Future of Travel & Experiences

Airbnb disrupted the traditional hospitality industry, and Niles believes the company is poised for further growth. The shift towards experiential travel - prioritizing unique and authentic experiences over standardized hotel stays - is a key driver. Airbnb's platform facilitates this trend, connecting travelers with a vast array of accommodations and local experiences. The company has also been actively investing in improving its platform, enhancing safety features, and expanding its offerings to include longer-term rentals and business travel solutions. Post-pandemic, the travel sector has seen a robust rebound, and Airbnb is well-positioned to capitalize on this recovery, particularly as demand for flexible and personalized travel options continues to rise.

Snowflake (SNOW): The Data Cloud Powerhouse

In the age of big data, Snowflake has emerged as a leading provider of cloud-based data warehousing and analytics solutions. Niles highlights the company's ability to break down data silos and empower organizations to unlock the value of their data. Snowflake's platform allows businesses to store, process, and share data seamlessly across different departments and with external partners, fostering collaboration and accelerating innovation. While facing increasing competition from established cloud providers like Amazon Web Services and Microsoft Azure, Snowflake's unique architecture and focus on data governance and security give it a competitive edge. The demand for data-driven insights is only expected to grow, making Snowflake a critical component of many organizations' digital transformation strategies.

Amazon (AMZN): The E-Commerce & Cloud Juggernaut

Amazon's continued dominance in both e-commerce and cloud computing (through AWS) remains a cornerstone of Niles' investment thesis. While growth rates may moderate as Amazon becomes increasingly massive, the company's scale, logistical network, and relentless focus on customer experience provide significant barriers to entry. AWS continues to be the market leader in cloud computing, and Amazon is actively expanding its cloud offerings to include new services like artificial intelligence and machine learning. Furthermore, Amazon's ventures into areas like healthcare and grocery delivery demonstrate its ability to innovate and adapt to changing consumer needs. The continued expansion of e-commerce globally, coupled with the growing demand for cloud services, suggests Amazon is well-positioned for long-term growth.

Niles' overall strategy reflects a preference for companies with strong fundamentals, sustainable competitive advantages, and exposure to secular growth trends. Despite market headwinds, he remains optimistic about the long-term prospects of these five stocks.