Nvidia and Palantir both reported impressive earnings with triple-digit growth driven by AI, but Nvidia's valuation and cash flow make it a clearer buy. Nvidia's revenue hit $96.22 billion, fueled by its Blackwell Ultra and Vera Rubin products, with supply constraints limiting growth to about 70% next year. Palantir posted $1.94 billion revenue with strong U.S. commercial growth but trades at a much higher P/E of 146, reflecting expectations of continued hypergrowth. Nvidia's more reasonable valuation and strong free cash flow suggest a better risk-reward profile compared to Palantir's premium pricing and shareholder dilution risks.
President Trump called Micron Technology one of the world's "hottest" companies following Nvidia's announcement of $279 billion in supplier commitments, mostly for AI-related memory. Nvidia's Q2 revenue doubled year-over-year, with memory prices risi...
Nvidia reported a strong fiscal Q2 2027 with revenue reaching $96.2 billion, up 106% year-over-year, but free cash flow fell sharply by $27.2 billion sequentially to $21.3 billion. This drop is mainly due to a $22 billion rise in accounts receivable ...
NVIDIA reported robust earnings driven by strong demand for AI and growth in its data center business, leading to an 8% rise in shares. The REX NVDA Growth & Income ETF uses leveraged options on NVIDIA stock to provide a high weekly distribution yiel...
Nvidia and Broadcom both posted record revenues fueled by AI infrastructure demand, with Nvidia hitting $96.22 billion and Broadcom $22.19 billion in recent quarters. Nvidia's risk lies in its heavy reliance on four hyperscaler customers who are also...
Marvell Technology's stock fell 7% despite reporting record Data Center revenue and raising its fiscal 2027 and 2028 outlooks. The decline is due to the timing of a large AI deal with Google, which will deliver significant revenue starting in fiscal ...
