ZACKSยท2025-07-09 01:31Group 1: NVIDIA - NVIDIA's Data Center sales reached $39.1 billion, a 73% increase from $22.5 billion in the same period last year [2] - The stock trades at a forward 12-month earnings multiple of 32.8X, significantly lower than its five-year high of 106.3X and median of 48.4X [3] - The current PEG ratio stands at 1.1X, again below five-year highs and median [3] Group 2: Palantir - Palantir's quarterly sales grew by 40% year-over-year, with an upgraded sales outlook for the current year [6] - Customer count increased nearly 40% year-over-year and 8% sequentially, with a record U.S. commercial total contract value of $810 million, up 180% year-over-year [8] Group 3: Amazon - Amazon's AWS segment reported sales of $29.3 billion, a 17% increase year-over-year [9] - The company signed several new AWS deals with major firms including Adobe, Uber, and Cisco, indicating strong demand for AWS services [10] - Analysts project a Zacks Consensus EPS estimate of $6.22 for the current fiscal year, reflecting a 12.5% year-over-year growth [13] Group 4: Overall Market Context - The AI frenzy has kept stocks like NVIDIA and Palantir in high demand, while Amazon's AWS performance contributes to its ongoing attention [15] - All three companies operate in a favorable environment, benefiting from strong demand driven by AI and cloud services [16]