NVIDIA's booming AI results and Palantir's surging revenues make a dual-play strategy a compelling way to ride 2026's AI momentum.
Credo Technologies' NASDAQ: CRDO fiscal year 2026 (FY2026) Q2 results are yet another example of why the AI trade is far from over. As NVIDIA NASDAQ: NVDA and Advanced Micro Devices NASDAQ: AMD continue to dominate GPU sales for AI data centers built by Microsoft NASDAQ: MSFT, Amazon NASDAQ: AMZN, and Meta Platforms NASDAQ: META, the demand for high-speed connectivity grows in parallel.
Nvidia Corporation is now a value Buy after a period of underperformance, with robust near-term revenue visibility and strong AI-driven tailwinds. China-related risks are largely priced in, with global demand offsetting lost revenue and margins rebounding to pre-ban levels. NVDA's $100B revenue growth target for FY2027 is well-supported by existing backlog and aggressive supply ramp-up.
Nvidia is upgraded as AI-driven growth accelerates and recent volatility offers an attractive entry point. NVDA delivered 62% YoY revenue growth with management guiding for accelerating growth next quarter. Despite competition concerns, NVDA's dominant GPU ecosystem and expanding networking products reinforce its leadership and high barriers to entry.
NVIDIA NASDAQ: NVDA has long been the bellwether for the artificial intelligence (AI) boom, commanding a market capitalization of approximately $4.37 trillion. However, the company's latest move suggests it is no longer content with simply supplying the engines of AI; it intends to control the blueprints as well.
Nvidia Corporation delivered record Q3 FY26 revenue of $57 billion, up 62.5% year-over-year, driven by explosive data center growth with record Blackwell shipments. Overall top line momentum expected to remain robust with strong demand for Blackwell and Hopper platforms supported by massive global AI adoption and infrastructure spending. A richer product mix, improved cost structure, and continued volume expansion should help sustain strong profitability over FY26 and beyond.
Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not finalized, the chipmaker's chief financial officer Colette Kress said on Tuesday at the UBS Global Technology and AI Conference in Arizona.
NVIDIA Corporation (NVDA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Nvidia Corporation maintains its industry leadership through relentless innovation, updating next-generation hardware annually, and outpacing competitors. NVDA's roadmap includes the Rubin (R100) chip in 2026, Rubin Ultra in 2027, and the Feynman GPU architecture in 2028, underscoring its rapid development cycle. It has significant execution and competitive risks.
NVDA's data center sales hit $51.22B as surging AI demand fuels record growth and expectations for a strong Q4.
NVDA's six-month surge and soaring AI-driven Data Center growth fuel a bullish case as revenues and liquidity strengthen.
Shares of NVIDIA Corp. (NASDAQ:NVDA) gained 0.27% over the past five trading sessions after losing 0.35% the five prior.