Micron rides booming AI demand as HBM-fueled revenues surge, while Palantir and NVIDIA post strong growth heading into 2026.
Rubber was oil before oil. As Edmund Morris wrote in his biography of Thomas Edison, rubber was “a raw material essential enough to provoke armed conflict.
Of all the mega-cap growth stocks in the market, Nvidia (NASDAQ:NVDA) has to be the most sought-after name right now, for good reason.
Nvidia (NVDA) surpassed 50% share of the data center equipment market in fiscal 2026 Q3, driven by dominance in rack-scale AI accelerators. NVDA's Data Center revenue grew 66% y/y to over $51 billion, fueled by unmatched scale-up networking and limited effective competition. Competitors like AMD and UA Link consortium lag in delivering high-performance scale-up switches, reinforcing NVDA's leadership and pricing power.
Semiconductor stocks show mixed but constructive action into Friday, with Nvidia consolidating, Intel supported on pullbacks, and AMD stabilizing despite cautious AI guidance. Overall momentum favors buying dips across the group.
Chip-import dependence is a national-security threat. A “chip-for-chip” tariff could be a $230 billion revenue windfall and spur U.S. semiconductor production.
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
NVIDIA rides soaring AI demand and surging revenues, while BigBear.ai leans on Ask Sage - raising the question of which stock holds more upside in 2026.
Trump 'sells out' U.S. national security with Nvidia chip sales to China, Sen. Warren says
Nvidia Corporation retains a Strong Buy rating, with U.S. approval for H200 chip sales to China seen as largely symbolic, not a near-term catalyst. NVDA's guidance and consensus estimates do not include China sales; Chinese import restrictions remain in place, limiting upside from H200/H20 chips. EBITDA margins are robust at 64%-65%, with sales CAGR of 37.7% and free cash flow expected to grow 43.8% annually.
Concerns about slowing growth and free cash flow volatility led analysts to trim 2025 targets, sending Braze's NASDAQ: BRZE stock price to long-term lows, but that movement is over.
Nvidia ( NASDAQ:NVDA ) has quietly built a strategic investment portfolio not many investors are aware of targeting companies that enhance its AI ecosystem, from chip design to data infrastructure.