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 ...

Group 1 - NVIDIA Corporation (NASDAQ:NVDA) is highlighted as a must-buy AI stock, with Truist raising its price target from $255 to $275 while maintaining a Buy rating [1] - Truist's analysis indicates that AI infrastructure semiconductor stocks are currently undervalued relative to their growth potential, despite challenges in AI infrastructure and funding [3] - The firm anticipates increased upward pressure on estimates for AI semiconductor stocks compared to diversified analog semiconductors as they approach 2026 [3] Group 2 - NVIDIA recently launched the Nemotron 3 family of open models, which includes three variants: Nano (30 billion parameters), Super (100 billion parameters), and Ultra (500 billion parameters) [4] - The Nemotron 3 models utilize a hybrid mixture-of-experts architecture, combining Mamba and Transformer technologies, resulting in a 4x increase in throughput for the Nano model compared to its predecessor [5] - NVIDIA specializes in designing GPUs and data center solutions that are essential for training and running large-scale AI models, supported by its CUDA software platform [6]

Core Insights - Nvidia and Broadcom are identified as top AI stocks to consider for investment in 2026 and beyond, with a significant majority of investors planning to buy or hold AI stocks [1][2]. Nvidia - Nvidia's market capitalization stands at $4.6 trillion, with a current stock price of $187.47 and a gross margin of 70.05% [3][4]. - The company has experienced remarkable growth, with revenue increasing from $5.9 billion in fiscal Q3 2023 to $57 billion in fiscal Q3 2026 [3][4]. - Nvidia's GPUs are the primary drivers of AI workloads, and its data center networking revenue surged by 162% to $8.2 billion [4]. - The CUDA software platform has been pivotal in establishing Nvidia's dominance, as it has trained a generation of developers to optimize AI applications on its chips [5][6]. Broadcom - Broadcom has a market capitalization of $1.6 trillion, with a current stock price of $343.77 and a gross margin of 64.71% [7][8]. - The company specializes in data center networking and ASIC design, providing essential products for managing data flow in AI clusters [8][9]. - Broadcom is positioned to benefit from the growing demand for custom AI chips, with analysts predicting its AI revenue will increase from $20 billion in fiscal 2025 to over $50 billion in fiscal 2026, and $100 billion in fiscal 2027 [11]. - ASICs, while having high upfront costs and less flexibility than GPUs, are becoming a viable option for data center operators as inference workloads grow [10][12].

The people who know Nvidia and Palantir best are speaking volumes with their actions.For only the third time in the S&P 500's existence, Wall Street's benchmark index has rallied at least 15% for three consecutive years. These outsize returns for Wall Street from 2023 through 2025 come courtesy of the artificial intelligence (AI) revolution.Empowering software and systems with the ability to make split-second decisions without the need for human oversight is a technological leap forward that can eventually ...

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 stock market is heavily influenced by artificial intelligence (AI), with several key stocks expected to perform well in 2026, particularly Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing [1]. Group 1: Nvidia - Nvidia is recognized as the leader in AI infrastructure, with its GPUs being essential for AI data center development [2]. - The company has established a robust ecosystem around its chips, having integrated its CUDA software platform into educational institutions, which has led to widespread adoption among developers [4]. - Nvidia's recent acquisition of SchedMD enhances its software capabilities, particularly with the open-source platform Slurm, and its NVLink interconnect system provides a competitive networking advantage [6]. Group 2: Broadcom - Broadcom is becoming a preferred choice for companies seeking cost-effective alternatives to Nvidia's GPUs, focusing on ASIC technology for custom AI chip design [7]. - The company has collaborated with Alphabet to develop tensor processing units (TPUs), attracting other major clients like Meta Platforms and OpenAI, which is expected to drive significant growth [9]. - Analysts project Broadcom's AI revenue to exceed $50 billion in fiscal 2026 and reach $100 billion in fiscal 2027, a substantial increase from $20.2 billion in fiscal 2025 [10]. Group 3: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing Company (TSMC) is positioned to benefit from the rising demand for both GPUs and AI ASICs, holding a near monopoly in advanced logic chip manufacturing [12]. - TSMC is the only foundry capable of producing smaller node chips at high yields, which is critical for the development of powerful and energy-efficient chips [14]. - The company has demonstrated strong pricing power, increasing prices by over 15% since 2019 and planning further hikes starting in 2026 [16].

Group 1: Micron Technology - Morgan Stanley analysts have selected Micron Technology as their top semiconductor pick for 2026, highlighting its potential in the ongoing AI buildout and the current DRAM and NAND shortage [1][17] - Micron develops memory and storage solutions, including DRAM and NAND products, which are crucial for AI workloads [14][15] - Although Micron is not the market leader in DRAM or NAND, it is gaining market share, particularly with a 10 percentage point increase in HBM market share over the past year [16][17] - Wall Street expects Micron's earnings to grow at 48% annually over the next three years, making its current valuation of 28 times earnings appear attractive [17] Group 2: Nvidia - Nvidia is recognized for its leading graphics processing units (GPUs) and a full-stack strategy that includes hardware and software development tools [4][6] - The company dominates the AI accelerator space with over 80% market share and is expected to maintain this dominance due to its low total cost of ownership (TCO) [8][7] - Nvidia's earnings are projected to grow at 37% annually over the next three years, with a median target price of $250 per share, indicating a 33% upside from its current price of $187 [9][8] Group 3: Broadcom - Broadcom plays a significant role in the AI supply chain, holding 80% market share in high-speed Ethernet switching and routing chips, with a projected market growth of 20% to 30% annually [10] - The company is also a leading supplier of custom AI accelerators, with a market share of 70% to 80%, and has major customers including Google and OpenAI [11] - Wall Street estimates Broadcom's adjusted earnings will grow at 36% annually over the next three years, making its current valuation of 51 times earnings look appealing [13]

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 ...

Core Viewpoint - Retail investors are increasingly favoring five members of the "Magnificent Seven" and a popular ETF for investment in 2026, reflecting a significant shift in market dynamics driven by the rise of retail investing [1][3]. Group 1: Retail Investor Trends - Approximately 30 million retail investors opened new brokerage accounts in 2020 and 2021, with retail investors accounting for 25% of total equities trading volume in 2021, nearly double the share from the previous decade [3]. - Brokerage firms, particularly Robinhood, have successfully attracted retail investors through commission-free trades and fractional share purchases [5]. Group 2: Key Stocks - Nvidia is the most held stock on Robinhood, with shares rallying 1,200% since the beginning of 2023, driven by its dominance in AI-related GPU technology [6][7]. - Tesla, with close to 1.8 million deliveries in 2023 and 2024, remains a favorite due to its first-mover advantage in the EV market, although it is considered a risky investment due to its high valuation and unfulfilled promises from its CEO [11][12]. - Apple has maintained a significant market share in the U.S. smartphone market, with a loyal customer base and a strong capital-return program, but its high P/E ratio raises concerns about its valuation [15][17]. - Amazon is projected to account for over 40% of U.S. e-commerce market share by 2025, with its cloud service, AWS, generating significant operating income, enhancing its growth potential [20][21]. - Microsoft is focusing on cloud computing and AI integration, with Azure experiencing 40% sales growth in the fiscal first quarter, although its legacy segments continue to provide stable cash flow [25][27]. Group 3: Popular ETF - The Vanguard S&P 500 ETF is the most popular ETF among retail investors, aiming to mirror the performance of the S&P 500, which has averaged an annual return of roughly 10.5% over the last 30 years [29][30]. - The ETF features a low net expense ratio of 0.03%, making it an attractive option for investors seeking diversification [31].