ZACKS·2026-02-23 21:00Core Insights - NVIDIA Corporation (NVDA) is experiencing strong quarter-over-quarter earnings, driven by high demand for its Blackwell chips, expanding AI partnerships, and increased data center investments, indicating long-term growth potential [1] - Despite this, NVIDIA's shares have only risen 1.8% year to date, underperforming compared to other AI companies like TSMC, Micron, and Supermicro, which have seen significant stock price increases [2] NVIDIA Corporation - NVIDIA's fiscal 2026 fourth quarter is expected to reflect continued strong performance due to relentless demand for its chips and AI-driven partnerships [1] Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is benefiting from rising data center demand, with expected revenues for Q1 2026 projected between $34.6 billion and $35.8 billion, marking a 25.5% year-over-year increase and a 1.9% quarter-over-quarter rise [5] - TSMC anticipates improved profit margins, projecting a gross margin of 63% to 65% for Q1 2026, up from 62.3% in Q4 2025, with an expected earnings growth rate of 53.8% for the current quarter [6] Micron Technology, Inc. - Micron is poised for solid growth due to increased demand for its high-bandwidth memory (HBM) chips, driven by data center operators and AI hyperscalers [7] - The company expects fiscal Q2 2026 revenues between $18.3 billion and $19.1 billion, up from $13.64 billion in Q1 2026, with projected earnings growth rates of 444.9% for the current quarter and 307.6% for the full year [8][9] Super Micro Computer, Inc. - Supermicro is set to benefit from rising AI hardware demand, with growing interest in its Data Center Building Block Solutions (DCBBS) among AI clients [10] - The company expects revenues for fiscal Q3 2026 to reach $12.3 billion, with full-year net sales projected to exceed $40 billion, and earnings growth rates of 103.2% for the current quarter and 7.8% for the full year [11]