ZACKS·2026-02-13 21:01Core Insights - NVIDIA Corporation has become the world's most valuable company with a market capitalization of approximately $4.5 trillion, a significant increase from around $0.5 billion at its IPO [1] - NVIDIA's shares have surged 427,191.5% since inception, driven by the demand for its GPUs, which are essential for AI training and data centers [2] - Micron Technology and Palantir Technologies have also seen substantial gains, with stock increases of 405.9% and 412.6% respectively, outpacing NVIDIA's growth of 153% over the past two years [3] NVIDIA - NVIDIA's growth is primarily attributed to its GPUs becoming the backbone of AI technology, particularly with the demand for chips based on its Blackwell architecture [2] - The company has experienced strong quarter-over-quarter growth in sales and profits due to relentless demand for its products [2] Micron Technology - Micron has gained attention due to the rising demand for its high-bandwidth memory (HBM) chips, driven by AI expansion [5] - The company expects fiscal Q2 2026 revenues to be between $18.3 billion and $19.1 billion, an increase from $13.64 billion in Q1 2026 [6] - Micron's expected earnings growth rate for the current year is 300.7%, supported by sustained demand for HBM chips despite supply constraints [7] Palantir Technologies - Palantir is experiencing growth due to its competitive edge and the popularity of its Artificial Intelligence Platform (AIP), which has seen robust demand among U.S. commercial clients and government agencies [9][10] - The U.S. commercial segment revenues increased by 137% year over year, reaching $507 million in Q4 2025, while government revenues rose 66% year over year to $570 million [10] - Palantir anticipates full-year 2026 revenues to exceed $7.182 billion, more than doubling from $3.320 billion in 2025, supported by a remaining deal value of $4.38 billion [11]