Group 1: Nvidia - Nvidia shares are near new highs following the U.S. government's approval to resume sales of its H20 chip in China, which could unlock billions in quarterly revenue [4] - Analysts expect Nvidia to report $200 billion in revenue for the year, a 53% increase over fiscal 2025, with the resumption of H20 sales likely raising near-term revenue and earnings estimates [5][6] - Nvidia's China business could significantly grow, with planned H20 orders of $8 billion in fiscal Q2 before restrictions [7] - Quarterly adjusted non-GAAP earnings growth is expected to accelerate to 47% year over year in fiscal Q2, with further growth anticipated in subsequent quarters [8] - Nvidia is positioned for high growth rates due to investments in AI infrastructure, with projected revenue growth of 21% annually, reaching $342 billion by fiscal 2030 [10][11] Group 2: Microsoft - Microsoft reported strong demand for AI services in its enterprise cloud business, contributing to its stock reaching new highs [13] - Azure, Microsoft's cloud platform, grew 33% year over year, with 16 percentage points of growth driven by AI services [14] - The company is expanding its data center capacity, opening 10 new data centers across 10 countries to support AI investments [15] - Microsoft Copilot, an AI-powered assistant, has seen a threefold increase in corporate customers, indicating strong market demand [16] - Analysts estimate Microsoft will report $279 billion for fiscal 2025, with an expected annualized growth rate of 13% over the next four years [18]