Key Takeaways Micron posted fiscal Q1 2026 revenue of $13.64B, up 56.8% year over year, driven by AI-related memory demand.MU expects stronger Q2 2026 results, projecting $18.3-$19.1B in revenue and EPS of $8.22-$8.62. NVIDIA posted $57B in fiscal Q3 2026 revenue as Blackwell chips and cloud GPUs sold out. Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology, Inc. (MU) outperformed Wall Street’s darling NVIDIA Corporation (NVDA) last year (+239.1% vs +38.8%). Can Micron re ...

Key Takeaways BigBear.ai acquired Ask Sage for $250M, expanding AI offerings in national security, defense and intelligence.Management raised full-year 2025 revenue guidance to $125M-$140M and reported $456.6M in cash. BigBear.ai posted a 20% year-over-year revenue fall and an operating loss that doubled to $21.9M. BigBear.ai Holdings, Inc. (BBAI) has strengthened its artificial intelligence (AI) offerings and growth potential through a recent strategic acquisition and a robust cash position. However, a slo ...

Key Takeaways Two stocks beat NVIDIA in 2025, with D-Wave and Palantir delivering bigger gains than the AI chip leader. QBTS revenues nearly doubled year over year as Advantage2 rolled out, bookings rose, and its base expanded.PLTR revenues jumped on demand for its AI platform across government clients, lifting full-year 2025 sales.Despite U.S.-China trade headwinds, Wall Street’s most sought-after stock, NVIDIA Corporation (NVDA) , reported strong quarterly results throughout 2025, fueled by the artificial ...

Core Viewpoint - The article discusses the potential for growth in three AI-related stocks—NVIDIA Corp., Micron Technology, Inc., and Palantir Technologies Inc.—due to the "January Effect" and ongoing demand in the technology sector driven by artificial intelligence [2][4]. Group 1: NVIDIA Corp. - NVIDIA is expected to experience strong growth driven by demand for its AI hardware, particularly its next-generation Blackwell chips and cloud GPUs [5]. - The easing of U.S.-China trade tensions, highlighted by the approval of H200 AI chip shipments to select customers in China, is seen as a positive development for NVIDIA [6]. - NVIDIA projects fiscal fourth-quarter 2026 revenues at approximately $65 billion, with a margin of plus or minus 2% [7]. - The company's expected earnings growth rate for the current year is 55.9%, with a Zacks Consensus Estimate for EPS at $4.66, reflecting a 12% year-over-year increase [8]. Group 2: Micron Technology, Inc. - Micron's high-bandwidth memory (HBM) chips are in continuous demand, supporting growth in 2025 and expected to continue this year [9]. - The company anticipates fiscal second-quarter 2026 revenues between $18.3 billion and $19.1 billion, mirroring revenue growth seen during the dot-com bubble [10]. - Micron's projected earnings growth rate for the current year is 278.3%, with a Zacks Consensus Estimate for EPS at $31.36, indicating a 185.9% year-over-year increase [11]. Group 3: Palantir Technologies Inc. - Palantir is positioned for growth due to the increasing adoption of its Artificial Intelligence Platform (AIP) among U.S. government and commercial clients [12]. - The company expects total revenues for 2025 to be between $4.396 billion and $4.400 billion, indicating growth in both client segments [13]. - Palantir's expected earnings growth rate for the current year is 42.5%, with a Zacks Consensus Estimate for EPS at $0.73, reflecting a 52.1% year-over-year increase [14].

Core Insights - Recent declines in U.S. stocks are concerning as they contradict the historical Santa Claus rally, yet major indexes posted solid gains in 2025 despite an April sell-off due to tariff declarations by President Trump [2] - The "January Effect" is expected to boost stock prices as investors reinvest year-end bonuses and engage in tax-loss harvesting, leading to renewed buying in the markets [3] Company Insights NVIDIA - NVIDIA is positioned for strong growth driven by demand for AI hardware and easing U.S.-China trade tensions, with projected fiscal fourth-quarter 2026 revenues around $65 billion [5][7] - The expected earnings growth rate for NVIDIA is 55.9%, with a Zacks Consensus Estimate for earnings per share (EPS) at $4.66, reflecting a 12% year-over-year increase [8] Micron Technology - Micron's high-bandwidth memory (HBM) chips are in continuous demand, expected to drive growth in fiscal second-quarter 2026 revenues between $18.3 billion and $19.1 billion [11][12] - The projected earnings growth rate for Micron is 278.3%, with a Zacks Consensus Estimate for EPS at $31.36, indicating a 185.9% year-over-year increase [13] Palantir Technologies - Palantir is set for growth due to the increasing adoption of its Artificial Intelligence Platform (AIP) among U.S. government and commercial clients, projecting total revenues for 2025 between $4.396 billion and $4.400 billion [15][16] - The expected earnings growth rate for Palantir is 42.5%, with a Zacks Consensus Estimate for EPS at $0.73, reflecting a 52.1% year-over-year increase [17]

Among the world's largest semiconductor makers, Nvidia (NVDA) remains the go-to choice for investors. And rightfully so—looking at this stock's long-term chart, investors who have stuck with this name have outperformed the market by an incredible margin in recent decades. Of course, it's not just a one-horse race, regardless of what the media tries to tell you. Rival Advanced Micro Devices (AMD) is another top name worth considering, and one that's actually outperformed Nvidia on a year-to-date basis (YTD ...

Key Takeaways Micron benefited from soaring HBM demand, posting 56.8% revenue growth and strong guidance for fiscal Q2 2026.MU saw cloud memory sales jump 99.5% year over year, lifting earnings and cash flow to fund future growth.Palantir gained momentum as AIP adoption drove sharp growth in U.S. commercial and government revenues.Banking on the rise in demand for artificial intelligence (AI)-powered solutions in 2025, Wall Street’s darling, NVIDIA Corporation’s (NVDA) shares have gained 40% this year. Ince ...

Nvidia (NVDA) shares remain down about 12% versus their record levels set in late October as bubble and valuation concerns continue to linger in investor sentiment. However, Raymond James analysts remain confident in the AI darling’s ability to not just recover, but climb to a new all-time high in 2026. More News from Barchart Their bullish call is particularly significant given Nvidia stock is already trading at roughly double its price in early April. www.barchart.com Why Is Raymond James Bullish o ...

Wall Street's seasonal momentum may be building as the S&P 500 ($SPX) hovers near fresh highs following its 38th record close of 2025. Market experts expect a Santa Claus rally to drive major indexes through year-end and into early 2026. Notably, Nvidia (NVDA) may emerge as a key catalyst for the broader tech sector’s performance. The AI chipmaker has risen in the last four consecutive sessions after trading around 20% below all-time highs. In the past two months, investors have raised concerns over the ...

Key Takeaways NVDA shares surged 36.6% this year, driven by AI demand for CUDA software and Blackwell and H200 chips. Micron expects Q2 FY26 revenue of $18.3B-$19.1B as AI-driven demand lifts high-bandwidth memory chips.BigBear.ai plans to buy Ask Sage for $250M, targeting $125M-$140M in full-year sales.Shares of the most sought-after tech stock on Wall Street, NVIDIA Corporation (NVDA) , have surged 36.6% this year amid the artificial intelligence (AI) boom. Ongoing demand for NVIDIA’s CUDA software platfo ...