Group 1 - NVIDIA has announced a partnership with Meta Platforms to deploy NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, enhancing Meta's AI capabilities [1][2] - This partnership will significantly support Meta's data center computing needs, aligning with its ambitious AI goals while providing NVIDIA with a substantial customer [2] - NVIDIA is set to report its earnings next week, with positive growth estimates of 70% for earnings and 67% for revenue, indicating strong investor sentiment [3][4] Group 2 - The Zacks Consensus Estimate for NVIDIA's Data Center revenue stands at $58.7 billion for the upcoming quarter, reflecting a year-over-year growth rate of 65% [5] - NVIDIA's Data Center sales have shown remarkable growth, with the upcoming quarter's estimate indicating continued strong performance [5] - Meta Platforms is committed to investing heavily in AI, forecasting total expenses for FY26 between $162 billion and $169 billion, primarily for infrastructure and talent compensation [8] Group 3 - The ongoing AI developments and partnerships are keeping investor interest high, with NVIDIA positioned as a leading stock in the AI sector [7][9] - Meta's significant spending on AI infrastructure underscores its commitment to advancing its AI initiatives [8] - NVIDIA maintains a Zacks Rank of 2 (Buy), reflecting its strong market position and growth potential [9]

Key Takeaways NVIDIA is set to report fiscal Q4 2026 earnings with revenues seen near $65B and EPS at $1.52. NVDA shares have shown unpredictable moves after earnings in recent quarters.NVIDIA's AI chip demand, data center growth and China H200 shipments support long-term upside.NVIDIA Corporation (NVDA) is all set to report its much-awaited fiscal 2026 fourth-quarter (ended Jan. 25) earnings after the closing bell on Feb. 25. With rising artificial intelligence (AI)-driven bubble concerns, this report coul ...

Economic Overview - Global GDP growth is projected at 2.7–2.8% for 2026, below pre-COVID averages, with advanced economies growing modestly and Asia-Pacific, particularly India, showing resilience with a growth rate of approximately 6.6% [1] - The IMF forecasts advanced economies to grow around 1.8%, while emerging markets and developing economies are expected to exceed 4% growth in 2026, indicating a widening economic gap [2] Market Polarization - Equity markets are experiencing polarization, driven by significant capital flows into megatrends such as AI investment, clean energy, and healthcare [3] - Artificial intelligence investment is identified as the primary driver of market polarization in 2026, with major technology companies significantly increasing capital expenditures [4] AI Investment - Major technology firms, including Amazon, Alphabet, Microsoft, and Meta, are projected to spend approximately $650 billion on AI-related infrastructure in 2026, marking a 67% increase from 2025 [5] - Semiconductor foundries are expanding, with Taiwan Semiconductor (TSM) raising its 2026 capex target to $52-$56 billion, reflecting strong demand for AI [7] Sector Analysis AI & Technology Infrastructure - Companies involved in AI infrastructure, such as NVIDIA (NVDA) and Vertiv Holdings (VRT), are positioned to benefit from the AI capital-expenditure cycle, with NVDA expected to report earnings growth of 57.7% in fiscal 2027 and VRT projected to grow earnings by 46.9% in 2026 [9] Renewable Energy & Battery Materials - The energy transition is accelerating, with Albemarle (ALB) expected to benefit from rising lithium demand linked to electric vehicles and stationary storage, projecting an earnings growth of 855.7% in 2026 [10] Healthcare & Biotech - The healthcare sector is supported by demographic trends and technological innovations, with Axsome Therapeutics (AXSM) expected to achieve 109% earnings growth in 2026, driven by advancements in AI-assisted drug discovery [11]

Key Takeaways ATRO is expected to post 25% year-over-year EPS growth in Q4 on solid Aerospace sales.Astronics projects Q4 revenues of $225 and $235M, aided by Commercial Transport and Military Aircraft demand.ATRO benefits from backlog growth, margin expansion and lower interest and R&D expenses.Astronics Corporation (ATRO) is expected to witness an improvement in its bottom line when it reports fourth-quarter 2025 results. The Zacks Consensus Estimate for ATRO’s fourth-quarter earnings is pegged at 60 cent ...

Key Takeaways Appian beats Q4 estimates with 15-cent EPS and 22% revenue growth to $202.9M.APPN's subscription revenues rose 19%, while services revenues jumped 36% Y/Y.Appian guides for up to 21% Q1 cloud growth and up to $817M in 2026 revenues.Appian (APPN) reported fourth-quarter 2025 non-GAAP earnings of 15 cents per share, surpassing the Zacks Consensus Estimate by 59.57% and decreasing 16.7% year over year.Revenues of $202.9 million increased 22% year over year and beat the consensus mark by 7.28%.  A ...

Key Takeaways Array Technologies is expected to post a 23.7% revenue drop and breakeven Q4 earnings.ARRY's backlog, APA acquisition and higher volumes may support results despite delays.Array Technologies trades below industry P/E, but policy risks cloud near-term outlook.Array Technologies, Inc. (ARRY) is expected to witness a decline in its top and bottom lines when it reports fourth-quarter 2025 results. The Zacks Consensus Estimate for ARRY’s fourth-quarter revenues is pegged at $210 million, indicating ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Z ...

Key Takeaways NICE beat Q4 estimates with $3.24 EPS and $786.5M revenues, driven by 14% cloud growth.Cloud made up 77% of sales as CX AI momentum and enterprise traction lifted results.NICE guided up to $3.19B 2026 revenue and settled $460M debt, shares jumped 13%.Nice (NICE) reported adjusted earnings of $3.24 per share in the fourth quarter of 2025, which beat the Zacks Consensus Estimate by 0.84% and increased 7% year over year.Non-GAAP revenues of $786.5 million surpassed the consensus mark by 1.01% and ...

Core Insights - GE HealthCare Technologies Inc. (GEHC) has received FDA 510(k) clearance for three new MRI innovations, which include SIGNA Sprint with Freelium, SIGNA Bolt, and SIGNA One, aimed at addressing challenges in the radiology market [1][2][4] Company Developments - The new SIGNA MRI systems are designed to enhance imaging access and efficiency, with a focus on reducing power consumption and helium reliance while improving image quality through AI tools [8][9][10] - SIGNA Sprint with Freelium is a 1.5T MRI platform that operates with less than 1% helium reliance, ensuring power efficiency and high imaging performance [9] - SIGNA Bolt, a next-generation 3T MRI system, features a deep-learning architecture that improves efficiency and sustainability, with 30% lower power consumption compared to previous models [10] - SIGNA One serves as the digital backbone of the MRI ecosystem, integrating AI-driven workflows to enhance efficiency and user experience [11] Market Position and Performance - Following the announcement of the new MRI systems, GEHC's shares increased by 0.1%, with a 12.3% rise over the past six months, contrasting with a 12.9% decline in the industry [3] - GEHC currently holds a market capitalization of $37.80 billion [6] Industry Trends - The magnetic resonance imaging market is projected to reach $8.8 billion by 2026, with a compound annual growth rate (CAGR) of 3.9% through 2035 [12] - Factors driving market growth include rising demand for advanced diagnostic imaging in neurology, oncology, and cardiology, as well as increased healthcare infrastructure investment [13] Additional Initiatives - GE HealthCare has expanded its contract with the Biomedical Advanced Research and Development Authority (BARDA) by $35 million to accelerate the development of AI-enabled ultrasound and imaging solutions [14] - The company has introduced ReadyFix, a remote fleet management platform aimed at improving medical device uptime and operational efficiency [15]