ZACKS·2025-12-23 21:05Core Insights - NVIDIA Corporation (NVDA) shares have surged 36.6% this year, driven by the AI boom and strong demand for its CUDA software platform and Blackwell chips [1][8] - Micron Technology, Inc. (MU) and BigBear.ai Holdings, Inc. (BBAI) have also shown significant stock performance, with gains of 228.8% and 43.6% respectively this year, indicating potential investment opportunities beyond NVIDIA [3][8] NVIDIA Corporation - Ongoing demand for NVIDIA's CUDA software and competitive advantage in the AI hardware market are key growth drivers [1] - The company plans to ship H200 AI chips to China ahead of the Lunar New Year holiday, indicating strong demand for its products [1] - However, escalating U.S.-China trade tensions and competition from AMD and Intel pose risks to NVIDIA's future growth [2] Micron Technology, Inc. - Strong demand for Micron's high-bandwidth memory (HBM) chips is expected to lead to robust quarterly results, with revenues projected between $18.3 billion and $19.1 billion for Q2 FY26 [4][5] - The company reported Q1 revenues of $13.64 billion, a 56.8% increase year-over-year, surpassing analyst projections of $12.88 billion [5] - Expected earnings per share (EPS) for Q2 is between $8.22 and $8.62, with a projected earnings growth rate of 23.5% for the next year [6] BigBear.ai Holdings, Inc. - BigBear.ai's stock performance is expected to improve following a $250 million agreement to acquire Ask Sage, a generative AI platform [9][10] - The acquisition is anticipated to boost full-year sales to between $125 million and $140 million, supported by a strong user base including government teams [10] - The company is nearing profitability and has an expected earnings growth rate of 73.1% for the next year, indicating strong future potential [11]