Pelosi Bets Big on AI in 2026 Stock Moves

Congresswoman's investments include Nvidia, Alphabet, and Amazon

Feb. 1, 2026 at 6:23pm by Ben Kaplan

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Longtime California Congresswoman Nancy Pelosi and her husband Paul have filed their first set of 2026 financial disclosures, revealing a continued focus on large-cap tech stocks, particularly those involved in artificial intelligence (AI). The Pelosis' investments include call options exercised on shares of Alphabet, Amazon, Nvidia, and other AI-related companies.

Why it matters

The Pelosis' stock investing has been highly successful over the long run, making their moves worth following for investors interested in big tech and AI plays. Their proximity to Silicon Valley and potential access to inside information have contributed to their investing prowess.

The details

The Pelosis used call options to purchase 5,000 shares each of Alphabet, Amazon, Nvidia, and Tempus AI, as well as 5,000 shares of Vistra Energy. They also made a $1 million to $5 million purchase of AllianceBernstein Holding shares. The main theme across these investments is a bullish stance on AI, with the Pelosis betting big on the growth of this transformative technology.

  • On January 16, 2026, the Pelosis exercised call options purchased on January 14, 2025.
  • On January 2, 2026, the Pelosis received 776 shares and cash as a result of the Comcast spin-off of its cable networks.

The players

Nancy Pelosi

A longtime Democratic Congresswoman from California's 11th district, known for her successful long-term stock investing, particularly in large-cap tech stocks.

Paul Pelosi

Nancy Pelosi's husband, who runs a San Francisco-based investment firm and is likely responsible for the couple's investing decisions.

Alphabet

The parent company of Google, a major player in artificial intelligence and a key holding in the Pelosis' portfolio.

Amazon

The e-commerce and cloud computing giant, another AI-focused company in which the Pelosis have invested.

Nvidia

The leading manufacturer of AI chips and infrastructure, a core part of the Pelosis' AI-focused investment strategy.

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What they’re saying

“The main theme in these investments remains "betting big on AI”

— Beth McKenna, Author (yahoo.com)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

The Pelosis' continued focus on AI-related stocks highlights the transformative potential of this technology and the value of following the investing moves of savvy, well-connected individuals like the Pelosis, who have a proven track record of success in the markets.