NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. The Compute & Networking segment comprises Data Center computing platforms and end-to-end networking platforms, including Quantum for InfiniBand and Spectrum for Ethernet; NVIDIA DRIVE automated-driving platform and automotive development agreements; Jetson robotics and other embedded platforms; NVIDIA AI Enterprise and other software; and DGX Cloud software and services. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.

NVIDIA демонстрирует впечатляющие финансовые показатели, включая TTM ROE на уровне 103.82%, что значительно выше медианного значения по отрасли. Это свидетельствует о высокой рентабельности капитала, что положительно сказывается на оценке компании. Однако мультипликаторы, такие как P/E на уровне 47.85 и P/S на уровне 25.31, показывают, что компания значительно переоценена по сравнению с медианой отрасли. Долговая нагрузка остается низкой: debt/equity на уровне 0.06, что является положительным фактором. Тем не менее, отсутствие дивидендов может оттолкнуть некоторых инвесторов, хотя текущая ликвидность компании остается на высоком уровне с коэффициентом текущей ликвидности 4.47. В целом, несмотря на сильные финансовые результаты, высокая оценка по мультипликаторам и отсутствие дивидендов создают риски для инвесторов, что должно быть учтено при формировании целевой цены.

NVIDIA Corporation

Key Points
Chipmaker Nvidia still has a long way to go before its AI growth trend is wrapped up.
Data center specialist Nebius is one of the fastest-growing companies on the market.
Quantum computing pure play IonQ could be a major winner if it can advance its technology to the point we're its broadly commercially useful.
If you're looking for artificial intelligence (AI) stocks with maximum upside potential, look no further than Nvidia (NASDAQ: NVDA), Nebius (NASDAQ: NBIS), and IonQ (NYSE: IONQ). As investments, they range in risk level from low to extreme, and their potential returns on investment are in line with those levels. But in my view, all three look like great long-term buys today.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Nvidia
You may be thinking, "Nvidia is already the largest company in the world, how much more upside could it even have from here?" I think that's a fair question, but the reality is the AI infrastructure build-out is still picking up steam. All of the massive AI data center projects announced last year will take years to come online, stretching out the timeline for the purchase of the chips that will power them. Nvidia believes that global data center capital expenditures will climb to between $3 trillion and $4 trillion annually by 2030, up from around $600 billion in 2025.
If that transpires and Nvidia maintains its market share, the stock could easily double, if not triple, from here. However, it's not a completely risk-off bet.
There are a handful of companies challenging Nvidia for pieces of the AI processor market it dominates, most notably its biggest customers: the AI hyperscalers. Those tech giants are partnering with other companies to design and create their own AI chips. These chips, which are narrowly tailored for the specific types of workloads they will handle, often offer better price performance for training and inference. Nvidia's processors, by contrast, are far more flexible. There is plenty of market for both types of chip, but how much market share Nvidia retains will define its success.
The future is still bright for Nvidia, but it does have challenges ahead.
Nebius
Nebius is a neocloud company, meaning it is focused on building and running AI-first cloud infrastructure -- demand for which is booming. Nebius believes that its annual run rate will rise from $1.25 billion at the end of 2025 to between $7 billion and $9 billion by the end of 2026. That massive growth forecast showcases the huge demand for Nebius' full-stack setup.
However, the company doesn't have the cash on its books to fund all of this expansion on its own, so it's borrowing heavily. That rising debt load could become a huge liability for the company if its all-in bet on the longer-term demand for its data center infrastructure doesn't pan out. Still, considering the massive demand it has thus far experienced and the major deals it's signed, I think Nebius could become an AI infrastructure giant over the next few years.
IonQ
IonQ is a different investing flavor than Nvidia and Nebius. It is solely focused on bringing a viable quantum computer to market. If it fails at this, then its stock is likely to fall to $0. While that may sound like a scary prospect, the reality is that IonQ is already a leader in its space, and currently holds the world record for the most accurate quantum computer by one key metric. That's a big deal considering that bringing down quantum computing's high error rates is one of the primary challenges that must be overcome before the technology will be broadly commercializable. Quantum computing has significant implications in the AI sector and could be the technology needed to unlock further capabilities.
The risk here is obvious: One of the many other competent quantum computing companies could beat IonQ to the punch. However, based on its accuracy lead and its involvement in military contracts, I think that risk is starting to fade a bit. IonQ is a top way to invest in quantum computing, and if that technology evolves far enough to allow for widespread usage, the stock has a ton more upside potential.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 29, 2026.
Keithen Drury has positions in IonQ, Nebius Group, and Nvidia. The Motley Fool has positions in and recommends IonQ and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Phenomenal AI Stocks for Maximum Upside

Advanced Micro Devices (NASDAQ:AMD), a designer of CPUs, GPUs, and FPGAs, closed Wednesday at $337.11, up 4.30%. The stock climbed during the regular session as analyst upgrades and strong AI chip demand supported optimism ahead of the May 5 Q1 earnings release. Investors will be watching forthcoming results and guidance for data center and AI GPU growth signals.
The company’s trading volume reached 43.2 million shares, which is nearly 13% above compared with its three-month average of 38.3 million shares.
How the markets moved today
The S&P 500 (SNPINDEX:^GSPC) slipped 0.02% to 7,135.95, while the Nasdaq Composite (NASDAQINDEX:^IXIC) inched up 0.04% to 24,673.24. Among semiconductors, industry peers Intel (NASDAQ:INTC) closed at $94.75, up 12.06%, and Nvidia (NASDAQ:NVDA) finished at $209.25, down 1.79%, highlighting mixed reactions across AI-focused chipmakers.
What this means for investors
Advanced Micro Devices shares rose after analyst upgrades, including a price target increase from Susquehanna, pointed to stronger expectations for data center GPU demand tied to AI workloads. The move reflects spending by cloud providers and AI developers building data center capacity, where AMD’s accelerators are used in high-performance computing deployments.
The focus now turns to the company’s May 5 earnings report, which will provide updated data on data center revenue and guidance. The report will offer a clearer view of how GPU shipments and cloud deployments are contributing to growth, as competition from Nvidia and Intel continues to influence pricing and deployment scale across AI infrastructure.
Should you buy stock in Advanced Micro Devices right now?
Before you buy stock in Advanced Micro Devices, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 29, 2026.
Eric Trie has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stock Market Today, April 29: Advanced Micro Devices Rises After Analyst Upgrade Points to Data Center GPU Demand Ahead of Earnings

Key Points
CoreWeave and Nebius both provide cloud-based AI infrastructure services.
The market’s demand for those services is outstripping their near-term capacity.
It might seem like a risky time to buy growth stocks. The Middle East conflict remains unresolved, inflation remains high, and the Fed is reluctant to cut interest rates again. All of those challenges will likely drive investors toward more conservative investments.
However, long-term investors who can look past those near-term challenges can still find some attractive growth plays in this volatile market. Let's take a closer look at two of those compelling stocks: CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
CoreWeave
CoreWeave was originally an Ethereum mining company. But after the cryptocurrency market's crash in 2018, it abandoned that business model and repurposed its mining GPUs to remotely process AI tasks.
CoreWeave subsequently installed more than 250,000 of Nvidia's (NASDAQ: NVDA) top-tier data center GPUs in its servers, and it expanded its footprint from just three data centers at the end of 2022 to 43 locations in early 2026. That scale enables it to process AI tasks roughly 35 times faster and 80% cheaper than larger and more diversified cloud infrastructure platforms like Amazon Web Services (AWS) and Microsoft (NASDAQ: MSFT) Azure.
From 2022 to 2025, CoreWeave's revenue surged from $16 million to $5.1 billion. Analysts expect its revenue to surge more than sevenfold to $36.7 million in 2028. That's an impressive growth trajectory for a stock that trades at less than five times this year's sales.
CoreWeave's stock looks cheaper than other AI stocks because it's still deeply unprofitable and ended 2025 with a high debt-to-equity ratio of 13.8. That red ink and high leverage could force it to issue more shares to fund its capital-intensive expansion.
Some investors might also be concerned about its dependence on Microsoft, which historically accounts for over half of its revenue. However, CoreWeave is gradually reducing its dependence on Microsoft through new deals with OpenAI and Nvidia, and analysts expect it to turn profitable by 2028 as economies of scale kick in. Therefore, CoreWeave remains a promising growth stock for investors who can stomach near-term volatility.
Nebius Group
Nebius is another provider of cloud-based AI infrastructure services. It was once known as Yandex, which owned Russia's top search engine and other popular apps. However, it divested its Russian assets in early 2022 (in response to the sanctions against Russia), relocated its business to the Netherlands, and rebranded itself as Nebius.
As Nebius, it operates a single first-party data center in Finland and leases additional data centers through colocation deals in the U.S., the U.K., and Europe. It's also in the process of building a second first-party data center in New Jersey.
Unlike CoreWeave, which mainly processes GPU-intensive AI tasks, Nebius provides customized AI services for the data training, edtech, and autonomous robotics markets. It integrates managed software services (like Kubernetes) into its data centers. By bundling those services, it widens its moat and positions itself as a "full stack" AI infrastructure company.
Nebius' earlier financials (as Yandex) are no longer relevant. But after fully transforming into a cloud-based AI infrastructure company, its revenue surged 351% to $530 million in 2025. By 2027, analysts expect its revenue to surge 19 times to $10.1 billion. It's expected to stay unprofitable, but it ended 2025 with a manageable debt-to-equity ratio of 1.7.
Nebius, which trades at 14 times this year's sales, might seem pricier than CoreWeave. However, it deserves that higher valuation because it's growing faster, less dependent on Microsoft (although it's still a top customer), and it's shouldering less debt. Therefore, it might have even more upside potential than CoreWeave and other slower-growth AI stocks.
Should you buy stock in CoreWeave right now?
Before you buy stock in CoreWeave, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 29, 2026.
Leo Sun has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Ethereum, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Best Growth Stocks to Buy Right Now

Key Points
Taiwan Semiconductor and Micron are leading chip fabricators.
Nvidia and Broadcom are seeing huge demand for their processors.
Enormous sums of money have already been spent on artificial intelligence (AI) computing infrastructure, and by all projections, there's much more such spending to come. A lot of it is being spent on data centers, which house the computing units that power AI training and inference. One widely cited study by McKinsey & Company predicts the build-out will require nearly $7 trillion in capital expenditures by 2030. That estimate was published last year at this time; the real number could wind up higher.
There are several companies primed to benefit from this build-out, and four of them look like great investments now.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (NYSE: TSM) is an obvious beneficiary. It's the world's leading logic chip fabricator and has a massive client base that depends on its foundry capabilities. Two of its major clients are Apple (NASDAQ: AAPL) and Nvidia (NASDAQ: NVDA), both of which don't actually produce any chips themselves; they design them.
Some of Nvidia's competitors are also TSMC clients, which means that Taiwan Semiconductor is one of the ultimate neutral ways to play the AI build-out. As long as there is increased AI spending, chances are quite high that TSMC will benefit from it, as it will likely be producing the chips that go inside whichever computing units happen to be the most popular at any given time.
With management guiding for a 25% compound annual growth rate (CAGR) from 2024 to 2029, it's a solid investment pick.
Nvidia
Nvidia (NASDAQ: NVDA) has become the largest company in the world thanks to massive demand for AI computing power, and that demand is only getting stronger. It seems odd to say that a company with a $5 trillion market cap can be nearly doubling its revenue each quarter, but Nvidia is approaching that. After decelerating last year, its revenue growth started to accelerate again last quarter.
For the first quarter, analysts expect 79% revenue growth. For Q2, that same group projects 85% growth. That showcases that Nvidia is not only thriving from the AI build-out, but also gaining ground. The massive data center build-out opportunity is just getting started, and Nvidia stock will be a top way for retail investors to capitalize on it.
Broadcom
As I alluded to above, there are other AI chip designers that utilize TSMC's services. Broadcom (NASDAQ: AVGO) is one of them, but it's approaching the market from a different angle than Nvidia. Instead of making broad-purpose computing chips and selling them to a wide array of buyers, Broadcom is partnering directly with AI hyperscalers to design custom chips that are tailored for the precise types of workloads they'll be used for. Doing that often provides better cost performance than an Nvidia GPU.
This is leading to substantial growth for Broadcom; sales from its AI semiconductor division rose by 106% to $8.4 billion last quarter. By the end of 2027, this division is expected to be producing more than $100 billion annually -- a major acceleration. Broadcom is challenging Nvidia's dominance in the AI chip market, and its stock will likely be a major winner along the way.
Micron
Micron Technology (NASDAQ: MU) is both a chip designer like Nvidia and a fabricator like Taiwan Semiconductor. However, it isn't producing logic chips. Instead, it specializes in memory chips, in particular, high-bandwidth memory chips. These are incredibly important in the AI computing world, as they allow the processors to quickly access the large volumes of information they require in order to perform their computations. Demand for memory chips is so high now that Micron estimates it will only be able to meet half to two-thirds of its medium-term demand. That has allowed it and its peers to raise memory prices dramatically, which is why its earnings have soared recently.
The need for memory will grow as more computing chips are produced, which puts Micron on a similar growth trajectory to the others chip companies mentioned. This makes Micron a clear beneficiary of the AI build-out, and its stock may still have a ton of room to run.
Should you buy stock in Taiwan Semiconductor Manufacturing right now?
Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $497,606!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,306,846!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 200% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Keithen Drury has positions in Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Apple, Broadcom, Micron Technology, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

4 Stocks Primed to Benefit From the $7 Trillion Data Center Build-Out

The NASDAQ 100 After Hours Indicator is down -46.83 to 27,140.15. The total After hours volume is currently 123,882,886 shares traded.
The following are the most active stocks for the after hours session:
NVIDIA Corporation (NVDA) is -0.2499 at $209.01, with 4,952,801 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Walmart Inc. (WMT) is -0.02 at $127.99, with 4,930,628 shares traded. As reported by Zacks, the current mean recommendation for WMT is in the "buy range".
Apple Inc. (AAPL) is unchanged at $270.17, with 4,189,325 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2026. The consensus EPS forecast is $1.92. AAPL is scheduled to provide an earnings report on 4/30/2026, for the fiscal quarter ending Mar2026. The consensus earnings per share forecast is 1.92 per share, which represents a 165 percent increase over the EPS one Year Ago
Pfizer, Inc. (PFE) is +0.0226 at $26.28, with 4,143,914 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2026. The consensus EPS forecast is $0.68. PFE is scheduled to provide an earnings report on 5/5/2026, for the fiscal quarter ending Mar2026. The consensus earnings per share forecast is 0.74 per share, which represents a 92 percent increase over the EPS one Year Ago
Amazon.com, Inc. (AMZN) is -0.6123 at $262.43, with 3,998,635 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2026. The consensus EPS forecast is $1.96. Smarter Analyst Reports: Amazon Expects FTC’s Verdict on MGM Acquisition by Mid-March: Report
Wells Fargo & Company (WFC) is unchanged at $81.51, with 3,658,956 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2026. The consensus EPS forecast is $1.85. As reported by Zacks, the current mean recommendation for WFC is in the "buy range".
Intel Corporation (INTC) is -0.08 at $94.67, with 3,513,061 shares traded. Over the last four weeks they have had 10 up revisions for the earnings forecast, for the fiscal quarter ending Jun 2026. The consensus EPS forecast is $0.1. , following a 52-week high recorded in today's regular session.
Nokia Corporation (NOK) is +0.02 at $12.48, with 3,203,503 shares traded., following a 52-week high recorded in today's regular session.
Cleveland-Cliffs Inc. (CLF) is +0.07 at $10.32, with 2,939,365 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2026. The consensus EPS forecast is $0.08. CLF's current last sale is 103.2% of the target price of $10.
EchoStar Corporation (SATS) is unchanged at $119.78, with 2,741,098 shares traded. As reported by Zacks, the current mean recommendation for SATS is in the "buy range".
Coca-Cola Company (The) (KO) is unchanged at $78.87, with 2,565,312 shares traded. As reported by Zacks, the current mean recommendation for KO is in the "buy range".
VICI Properties Inc. (VICI) is +0.12 at $28.72, with 2,233,899 shares traded. As reported by Zacks, the current mean recommendation for VICI is in the "buy range".
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After Hours Most Active for Apr 29, 2026 : NVDA, WMT, AAPL, PFE, AMZN, WFC, INTC, NOK, CLF, SATS, KO, VICI

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Apple Inc (Symbol: AAPL), where a total volume of 667,117 contracts has been traded thus far today, a contract volume which is representative of approximately 66.7 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 159.8% of AAPL's average daily trading volume over the past month, of 41.8 million shares. Particularly high volume was seen for the $270 strike call option expiring April 29, 2026, with 122,791 contracts trading so far today, representing approximately 12.3 million underlying shares of AAPL. Below is a chart showing AAPL's trailing twelve month trading history, with the $270 strike highlighted in orange:
NVIDIA Corp (Symbol: NVDA) saw options trading volume of 2.4 million contracts, representing approximately 237.4 million underlying shares or approximately 158% of NVDA's average daily trading volume over the past month, of 150.3 million shares. Especially high volume was seen for the $212.50 strike call option expiring April 29, 2026, with 211,249 contracts trading so far today, representing approximately 21.1 million underlying shares of NVDA. Below is a chart showing NVDA's trailing twelve month trading history, with the $212.50 strike highlighted in orange:
And Viasat Inc (Symbol: VSAT) saw options trading volume of 23,077 contracts, representing approximately 2.3 million underlying shares or approximately 149% of VSAT's average daily trading volume over the past month, of 1.5 million shares. Particularly high volume was seen for the $40 strike put option expiring September 18, 2026, with 7,601 contracts trading so far today, representing approximately 760,100 underlying shares of VSAT. Below is a chart showing VSAT's trailing twelve month trading history, with the $40 strike highlighted in orange:
For the various different available expirations for AAPL options, NVDA options, or VSAT options, visit StockOptionsChannel.com.
Also see:
Preferred Stock Investing
GEVO Options Chain
Largest BDCs by Net Assets
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Wednesday Option Activity: AAPL, NVDA, VSAT

Arm Holdings plc ARM will report its fourth-quarter fiscal 2026 results on May 6, after the bell.
The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 58 cents, indicating a 5.5% year-over-year increase. The consensus mark for revenues is pegged at $1.47 billion, indicating 18.2% year-over-year increase.
The company has a strong history of earnings surprises. Earnings have surpassed the Zacks Consensus Estimate in all the trailing four quarters, with an average earnings surprise of 7.9%.
There have been no revisions for the upcoming quarter's earnings estimate in the past 30 days.
Image Source: Zacks Investment Research
What Our Model Says
Our proven model doesn’t conclusively predict an earnings beat for ARM this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
ARM has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Royalty and License Should Drive ARM’s Top Line
We expect year-over-year improvement in the company’s top line in the to-be-reported quarter to be driven by an increase in both Royalty and License revenues. The consensus estimate for Royalty revenues is pegged at $696.71 million, suggesting a 19% year-over-year decline. The consensus estimate for License and other revenues is pegged at $769.66 million, indicating a 64.5% year-over-year decline.
Price Dynamics and Valuation
ARM stock has climbed 19% over the past six months, making valuations high. ARM currently trades at a lofty forward 12-month price-to-earnings multiple of 90.52x, nearly triple the industry average of 31.17, suggesting the stock remains far from inexpensive.
Image Source: Zacks Investment Research
Investment Considerations
Arm Holdings has moved well beyond its roots as a traditional chip designer to become central to energy-efficient AI computing, spanning edge devices and cloud data centers. Its RISC-based architecture delivers superior performance per watt, a decisive advantage as AI scales under growing power constraints, with Neoverse CPUs enabling efficient inference and machine-learning workloads. Architectural consistency across mobile, cloud and edge environments allows developers to deploy AI with minimal friction, reinforcing long-term strategic leverage.
This strength is amplified by a self-reinforcing ecosystem linking developers and hardware makers, where broad software compatibility reduces integration risk and speeds adoption. In competitive terms, NVIDIA NVDA competes with Arm in edge and AI workloads but lacks comparable mobile scale, while Qualcomm QCOM remains deeply tied to Arm Holdings through its mobile chip designs. Even as NVIDIA expands into low-power computing and Qualcomm invests in custom cores, Arm’s vast installed base sustains its moat, keeping NVIDIA and Qualcomm aligned around Arm’s platform economics.
Wait for a Better Price
Arm Holdings remains a high-quality, strategically important company with strong exposure to long-term AI and computing trends. Investors who already own the stock can continue to hold, supported by ARM’s durable ecosystem and architectural relevance. That said, the current valuation offers limited room for upside and may restrict near-term gains. For those without a position, this is not an attractive entry point. Waiting on the sidelines appears prudent, as a more favorable risk-reward opportunity could emerge if the stock sees further downside. This stance reflects confidence in the business while maintaining valuation discipline.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ARM to Post Q4 Earnings: Should the Stock Be in Your Portfolio Now?

Broadcom’s AVGO Semiconductor business is benefiting from the strong AI revenues, which surged 106% year over year in the first quarter of fiscal 2026. AI networking revenues grew 60% year over year and represented one-third of AI revenues. The company continues to gain market share in AI networking, driven by strong adoption of Tomahawk 6 switch as well as Broadcom’s 200G SerDes, which are capturing demand from hyperscalers.
Tomahawk 6 family switch series is now shipping in production volume. Tomahawk 6 doubles the throughput of its predecessor, Tomahawk 5, and is highly optimized for scale-out and scale-up AI networks used for training and inference. Tomahawk 6 delivers exceptional flexibility with support for 100G and 200G SerDes. It provides one of the industry’s most comprehensive sets of AI routing capabilities and interconnect options, built to handle the demand of AI clusters scaling beyond one million custom accelerators (XPUs).
An expanding portfolio bodes well for Broadcom’s prospects. The company has introduced 3.5D XPU, 102.4T Ethernet switches with co-packaged optics, 400G/lane optical DSPs, 200G/lane Ethernet retimers and AECs, and PCIe Gen6 connectivity solutions. AVGO has also extended a partnership with Meta Platforms META under which the companies will co-develop multiple generations of META’s custom AI chips (MTIA). AVGO will provide its XPU platform and advanced networking technologies to help Meta Platforms build a high-performance AI infrastructure. The partnership includes an initial deployment exceeding 1 gigawatt of computing capacity, with plans to scale to multiple gigawatts over time.
Broadcom expects a positive second-quarter fiscal 2026 performance, with AI revenues of $10.7 billion, suggesting a 140% year-over-year upsurge. AI networking is expected to accelerate in the second quarter of fiscal 2026 and grow to 40% of the total AI revenues. Semiconductor revenues are expected to be $14.8 billion, indicating 76% year-over-year growth. Broadcom expects revenues of $22 billion, indicating 47% year-over-year growth for the second quarter of fiscal 2026. The Zacks Consensus Estimate for revenues is currently pegged at $22.04 billion, suggesting 46.9% growth from the figure reported in the year-ago quarter.
AVGO Faces Tough Competition in the Semiconductor Market
Broadcom is facing stiff competition from NVIDIA NVDA and Advanced Micro Devices AMD in the semiconductor space.
NVIDIA is benefiting from the strong growth of AI and high-performance accelerated computing. The growing demand for generative AI and large language models using GPUs based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues. The company’s latest Blackwell Ultra GPUs deliver up to 25 times the token throughput for AI inference compared to Hopper 100, which strengthens NVIDIA’s dominance in AI-driven computing.
AMD’s prospects are benefiting from strong demand for EPYC processors that power cloud and enterprise workloads. Emerging AI use cases and rapid adoption of agentic AI are generating demand for general-purpose compute infrastructure, benefiting EPYC demand. Apart from EPYC, AMD’s prospects are driven by strong demand for Instinct accelerators. The launch of the Instinct MI350 series that supports deployments powered by AMD CPUs, GPUs and NICs has strengthened AMD’s system-level capabilities.
AVGO’s Share Price Performance, Valuation & Estimates
Broadcom shares have appreciated 15.5% year to date, outperforming the broader Zacks Computer and Technology sector’s return of 7.8%.
AVGO Stock Outperforms Sector
Image Source: Zacks Investment Research
The AVGO stock is trading at a premium, with a forward 12-month price/sales of 14.88X compared with the broader sector’s 6.5X. Broadcom has a Value Score of D.
AVGO Stock Has a Stretched Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $11.45 per share, up 0.8% over the past 30 days, suggesting 67.9% growth from the figure reported in fiscal 2025.
Broadcom Inc. Price and Consensus
Broadcom currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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AVGO Rides AI Boom: Explosive Growth in Semiconductor Fuels Outlook

An updated edition of the March 11, 2026, article.
Artificial Intelligence (AI) allows machines to analyze large volumes of data, identify patterns, and make independent decisions. It is transforming sectors like robotics, healthcare, finance, cybersecurity, and e-commerce by simulating human intelligence through technologies such as machine learning, deep learning and natural language processing. Advances in multimodal learning and enhanced context awareness are accelerating AI adoption. From chatbots and medical diagnosis to fraud detection and autonomous systems, AI has become a key driver of organizational agility, while significantly improving productivity and operational efficiency.
Per Gartner, global AI spending is expected to hit $2.52 trillion in 2026, indicating 44% growth over 2025. According to the Boston Consulting Group, CEOs plan to spend 1.7% of revenues in 2026. U.S. tech giants, including Microsoft MSFT, Alphabet GOOGL and Meta Platforms, have been at the forefront of bringing remarkable advances to AI technology, well supported by powerful AI chips and custom accelerators from NVIDIA NVDA, AMD, Broadcom AVGO and Micron Technology MU. The deals between OpenAI and AMD, as well as OpenAI and NVIDIA, reflect growing demand for AI chips. Alphabet’s Tensor Processing Units are also gaining traction. Broadcom’s extended partnership with Meta Platforms will see the companies co-develop multiple generations of META’s custom AI chips.
AI models continue to evolve thanks to strong spending on developing large language models (LLMs). Microsoft-backed OpenAI introduced GPT-5 chat, which represents a major improvement in natural language understanding and generation capabilities. Expanding its generative AI footprint, Alphabet introduced Nano Banana Pro, which is built on Gemini 3 Pro. Alphabet is infusing AI into its search business in order to attract more users, while Meta Platforms’ focus on integrating AI into its platforms is driving user engagement. Both initiatives are driving ad revenue growth.
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Micron Technology is benefiting from surging demand for HBM and robust DRAM pricing recovery. DRAM revenues accounted for more than 79% of Micron’s total sales in the second quarter of fiscal 2026. The pricing benefits are likely to be driven by rising AI server demand, causing a scarcity in the availability of cutting-edge DRAM supplies. This will support Micron’s margin expansion and profitability. This Zacks Rank #1 (Strong Buy) company is capitalizing on the AI boom with its HBM3E solutions, which are increasingly being adopted by major hyperscalers and enterprise customers. You can see the complete list of today’s Zacks #1 Rank stocks here.
Micron is poised to be the key beneficiary of surging AI-related infrastructure spending, as companies continue to build out GPU clusters and AI data centers that require advanced memory solutions. AI PCs are an important part of Micron’s growth plan. An expanding partner base that includes the likes of NVIDIA, AMD and Intel, is enabling Micron to capture a larger share of the AI infrastructure market. Deepening relationship with major cloud and enterprise customers ensures stable revenue streams and reduces the risk of pricing volatility.
Broadcom’s prospects benefit from rising AI revenues. Semiconductor business benefits from strong AI revenues, which surged 106% year over year in the first quarter of fiscal 2026. AI networking revenues grew 60% year over year and represented one-third of AI revenues, while AVGO’s revenues from XPUs jumped 140% year over year.
Broadcom’s AI momentum is expected to continue, thanks to a clientele that includes Google, Meta Platforms and Anthropic. This Zacks Rank #1 company continues to gain market share in AI networking, driven by the first-to-market Tomahawk 6 switch at 100 terabit per second, as well as Broadcom’s 200G SerDes, which are capturing demand from hyperscalers. Tomahawk 6 delivers exceptional flexibility with support for 100G and 200G SerDes. It provides one of the industry’s most comprehensive sets of AI routing capabilities and interconnect options, built to handle the demand of AI clusters scaling beyond one million XPUs.
Broadcom expects a positive second-quarter fiscal 2026 performance, with AI revenues of $10.7 billion, suggesting a 140% year-over-year upsurge. AI networking is expected to accelerate in the second quarter of fiscal 2026 and grow to 40% of the total AI revenues.
NVIDIA has been a key beneficiary of the AI boom, which has driven strong demand for its graphics processing units (GPUs) and computing solutions. This Zacks Rank #2 (Buy) company’s data center business is benefiting from higher shipments of the Blackwell GPU computing platforms that are used for the training and inference of large language models, recommendation engines and generative AI applications. The demand for NVIDIA’s Blackwell GPU computing platforms has been a key catalyst as cloud providers and enterprises scale their AI infrastructure.
The Blackwell architecture has been at the core of revenue growth for a while now, and NVIDIA is planning to release another architecture, Rubin. The company has already unveiled six new chips under this architecture, comprising the Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9, SuperNIC, BlueField-4 DPUs and Spectrum-6 Ethernet Switch. NVIDIA’s leadership in AI chip development positions it well for sustained revenue growth in the data center segment. NVIDIA’s outlook for the first quarter of fiscal 2027 remains upbeat. The company expects first-quarter revenues to increase 77% year over year to $78 billion, reflecting continued momentum in AI-driven demand.
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Capitalizing on the AI Buildout: High-Conviction Stock Picks

Key Points
Corning has manufactured glass for some of the world's most revolutionary products for the last 175 years.
The company's fiber-optic cables for data centers are experiencing blistering demand from the artificial intelligence (AI) industry.
Corning recently signed blockbuster deals with Meta Platforms and two other hyperscalers.
For the past 175 years, Corning (NYSE: GLW) has manufactured glass for everything from Thomas Edison's original lightbulb to Apple's (NASDAQ: AAPL) iPhone. However, Wall Street is focused on the company for a different reason right now.
Corning is one of the optical fiber industry's leading innovators, and it developed a series of cables that can transmit information much faster than traditional copper alternatives. They are in extremely high demand in the artificial intelligence (AI) industry, where data center operators are doing everything they can to increase processing speeds.
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As a result, Corning stock is sitting on a 74% gain this year already, so it's obliterating other semiconductor stocks, including Nvidia, Broadcom, and Advanced Micro Devices, which have returned between 14% and 51% so far. Corning just released its earnings report for the first quarter of 2026 (ended March 31), and it included two new deals with major AI hyperscale customers, which could fuel even more upside in its stock from here.
Corning just signed two more blockbuster deals
Nvidia supplies the best graphics processing units (GPUs) for data centers, which are the primary chips used in AI development. Its customers typically configure them in the company's NV-Link 72 rack, which includes 72 GPUs, 36 central processors (CPUs), and various networking components. The rack is connected using around two miles of copper cable, but data center operators are gradually shifting to fiber instead.
Fiber-optic cables can transmit information much faster, and over much longer distances than copper, with minimal data loss. Corning recently released a new product called Multicore Fiber (MCF), which packs four cores into a standard 125-micron strand of fiber. Since MCF has 4 times the density of a single-core solution, data center operators can achieve the same performance with 75% fewer cables.
This could lead to better processing speeds and substantial cost savings for both data center operators and AI developers.
In January, Facebook parent Meta Platforms (NASDAQ: META) signed an agreement to buy $6 billion worth of Corning's optical fiber over the next few years, which it will use in its AI data centers. In March, Corning broke ground on a brand-new factory where it will manufacture cables specifically for Meta, which highlights the scale of the deal.
During his April 28 conference call with investors recapping Corning's first-quarter operating results, CEO Wendell Weeks said the company signed two more long-term deals with hyperscale customers. He said they are of similar size and scope to the Meta agreement, so they could be worth billions of dollars over the next few years.
Corning's AI-related revenue is accelerating
Corning's optical communications business generated $1.8 billion in revenue during the first quarter of 2026. It represented year-over-year growth of 36%, which was an acceleration from the 35% growth the segment delivered in the fourth quarter of 2025 three months earlier. It was the largest of Corning's five business units, which combined to generate $4.3 billion in core revenue overall for the quarter.
The blistering demand for optical fiber has given Corning an incredible amount of pricing power, which is boosting its profit margins. The enterprise communications segment generated $387 million in net income during the first quarter, which was up by an eye-popping 93% from the year-ago period. It accounted for over half of Corning's total core net income of $612 million, which highlights what an impact AI had on its business overall.
Corning stock could be a solid long-term buy
Corning produced non-GAAP (adjusted) earnings of $2.69 per share over the past four quarters, placing its stock at a price-to-earnings (P/E) ratio of 57.7. Nvidia, Broadcom, and AMD trade at P/E ratios of 44.6, 55, and 77.5, respectively, so Corning stock is roughly in the middle of the pack.
However, Wall Street expects Corning to grow its earnings to $3.94 per share in 2027, placing its stock at a forward P/E ratio of just 38.8.That leaves room for upside over the next 18 months or so, but long-term investors will probably reap the biggest rewards from here, because Weeks predicts the market for data center optical fiber could triple in the coming years thanks to AI-related demand.
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Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Broadcom, Corning, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NVIDIA Corporation

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