NVDA

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved record gross billings of $3.8 billion driven by broad-based organic growth across AI, cloud, data center, and security segments. Transformed into a pure-play technology solutions provider by divesting the domestic financing business to focus resources on high-growth IT markets. Realized significant operating leverage by holding headcount flat while growing net sales by 22.1% and adjusted EBITDA by 49.5%. Experienced a shift in product margins due to a higher proportion of large enterprise sales at competitive rates and a lower mix of revenue recognized on a net basis. Strengthened the services portfolio through the integration of Bailiwick and the expansion of managed offerings for Cisco, Zoom, and Microsoft. Maintained a world-class Net Promoter Score of 74, indicating strong customer loyalty and successful execution of the solutions-led approach. Introduced fiscal year 2027 guidance expecting net sales, gross profit, and adjusted EBITDA to grow in the mid-single digit range. Guidance framework assumes a conservative stance due to difficult year-over-year comparisons and potential headwinds from worldwide memory chip shortages. Anticipates normalization of professional services projects in fiscal 2027 following timing delays with retail customers in the fourth quarter. Strategy focuses on 'land and expand' within large enterprises, aiming to improve margins over time through increased services attachment. Capital allocation priorities include organic hiring, strategic M&A, and returning value via an 8% dividend increase and ongoing share repurchases. Completed the divestiture of the domestic financing business, resulting in a $3 million fair value adjustment charge in the fourth quarter. Identified geopolitical unrest and supply chain lead times for memory chips as primary external risks to the growth trajectory. Reported a net loss from discontinued operations of $400 thousand in the fourth quarter, contrasting with income in the prior year period. Inventory levels decreased to $200.9 million as the company accelerated shipments to large enterprise customers. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management explained that mid-single...

Dell Technologies (DELL) reported expectation-beating Q1 FY2027 results, thereby validating its deep partnership with Palantir Technologies (PLTR) and NVIDIA (NVDA). Palantir shares surged 10% to $158 on the partnership validation, while Snowflake (SNOW) reported Q1 revenue of $1.39B, up 34% YoY with 13,600+ accounts using its AI capabilities, sparking a broader software rally. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn't one of them. Get them here FREE. Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today's rally, Palantir stock is still down 12% year to date (YTD), so this looks more like a recovery leg than a clean breakout. The catalyst is unusual because it lives inside someone else's earnings report rather than Palantir's own results. A second tailwind comes from Snowflake (NYSE:SNOW). The data cloud specialist's Wednesday earnings report kicked off a broader software and AI platform rally that carried into Friday's open. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn't one of them. Get them here FREE. Dell reported Q1 FY2027 revenue of $43.84 billion, beating estimates by 23% and growing 88% year over year (YoY). Non-GAAP EPS came in at $4.86 versus a $2.96 consensus, a 64% beat. AI-optimized server revenue jumped 757% YoY to $16.13 billion. The company also booked $24.4 billion in AI orders during the quarter and raised full-year FY27 AI server revenue guidance to approximately $60 billion. DELL stock is up 29% today, trading near $409. That matters for Palantir because the two companies unveiled a deep tie-up at Dell Technologies World on May 18. Palantir's Foundry and AIP platforms are coming on-premises to the Dell AI Factory with NVIDIA (NASDAQ:NVDA), with the Ontology layer running on Dell ObjectScale and PowerFlex storage. Palantir Rubix and Apollo handle the zero-trust runtime layer, targeting sovereign, defense, and regulated workloads. Snowflake reported Q1 FY27 revenue of $1.39 billion, up 34% YoY, with non-GAAP EPS of $0.39 beating by 22%. The company raised its full-year product revenue guidance t...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management attributed the quarter's performance to high fleet utilization of 97.2% and a tightening supply-demand balance in both Brazil and the North Sea. The partnership initiated a distribution increase to $0.05 per unit, signaling a shift from a period of liquidity preservation to one of capital return. Market tightening is being driven by sustained FPSO start-ups and expansions, which have increased shuttle tanker service volumes across core operating regions. Management adjusted the estimated useful life of vessels from 23 to 20 years to align with long-term market trends, though they noted this does not preclude operations beyond 20 years. The partnership maintains a $858 million fixed contract backlog with an average duration of 2.4 years, providing a stable foundation for future cash flows. Strategic focus has shifted toward fleet rejuvenation through potential drop-down acquisitions from the sponsor to replace aging assets. Management anticipates pursuing accretive drop-down acquisitions over the next 4 to 5 years to replenish and modernize the fleet. The partnership expects that the combination of drop-downs and a strong charter market will support multiple gradual distribution increases in coming quarters. Future distribution decisions remain subject to board approval following each quarter and will depend on sustained charter coverage and liquidity levels. Refinancing efforts are focused on upcoming debt maturities, including a $220 million facility in September 2026 and a $65 million facility in October 2026. Management believes charterers are likely to exercise existing options given the current strength of the charter market relative to historical rates. A change in accounting estimate for vessel useful life will increase non-cash depreciation expenses in future periods. Revenue fluctuations during the quarter were primarily linked to the scheduled dry-docking of two vessels and specific contract terms. The partnership continues to repay debt at a rate of approximately $90 million per year to manage the leverage of its depreciating asset base. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management declined to provide specific numerica...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance was driven by a seventh consecutive quarter of disciplined field execution, resulting in CRPO growth accelerating to 20% as organizations standardize on Elastic for long-term AI transformations. Management attributes the record number of $1 million-plus deals to a strategic shift where high-value customers are leading the transition toward multi-year commitments to secure their AI infrastructure. The company is successfully displacing legacy security and observability incumbents by proving superior relevancy and cost efficiency through its unified data tier and AI-driven SOC and SRE agents. A significant shift in the U.S. public sector toward Elastic Cloud impacted in-quarter revenue due to ratable recognition but is viewed as a long-term positive as agencies ramp usage toward high commitment levels. Strategic positioning is centered on four foundational strengths: data gravity, context engineering leadership, specialized autonomous agents, and platform consolidation. Internal operations are being restructured to leverage AI-driven automation across engineering, marketing, and finance, which management expects will simplify operations and meaningfully expand margins. Management expects quarterly revenue growth to accelerate throughout FY 2027, with Q1 being the lowest growth period and Q4 the highest, fueled by the conversion of current CRPO into recognized revenue. The FY 2027 guidance assumes continued momentum in the U.S. public sector cloud adoption and increasing productivity from a larger pool of ramped sales capacity. Operating margins are projected to expand by approximately 2.5 percentage points in FY 2027, with the medium-term FY 2029 target raised from over 20% to approximately 25% due to AI-driven internal efficiencies. The company remains on track to achieve its midterm target of 20%-plus sales-led subscription revenue growth by FY 2029, supported by a 5% faster expansion rate in AI-adopting customer cohorts. Capital allocation will prioritize returning 50% of free cash flow to shareholders via buybacks, assuming no attractive M&A opportunities emerge that require cash. GAAP net income was impacted by a one-time $435 million benefit from the release of valuation allowances against de...

Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) is an unusual company. Technically a finance business, thanks to its large insurance operations, it is operated as a conglomerate, owning a shockingly diverse portfolio of businesses and even a portfolio of common stocks. Cash is also a key part of the equation, with the current balance sitting at nearly $400 billion. That's a big plus today. For decades, former CEO Warren Buffett managed Berkshire Hathaway's portfolio, successfully buying and selling assets to the benefit of shareholders. His successor, Greg Abel, now oversees the portfolio. But like Buffett, who helped train him, Abel isn't inclined to buy just for the sake of buying. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Both have something of a value bias, and with the S&P 500 index (SNPINDEX: ^GSPC) trading near all-time highs, it is hard to find attractive businesses to buy. When there's nothing worth buying, Buffett and now Abel allow cash to accumulate on the balance sheet. So, from one perspective, the company is building a cash hoard to use when investment opportunities finally become available. That could happen during the next bear market, which will eventually come. When interest rates were hovering at historically low levels, holding cash was a purely strategic decision because it generated little interest income. But interest rates are higher today, with the Federal Reserve's target set at 3.5% to 3.75%. The company's cash is now providing it with a far more meaningful income stream. Berkshire Hathaway and its shareholders would probably be better off if that money were invested, but only if it were invested in attractive businesses. Given the lack of investment candidates, more cash and higher interest rates are still a pretty good outcome. The big picture is that it is unlikely Berkshire Hathaway will invest $400 billion very quickly. So the cash balance is likely to remain high, if not grow even more. The rise in inflation, meanwhile, suggests that interest rates will remain elevated for the foreseeable future, consistent with the higher-for-longer hypothesis. That said, if the Federal Reserve is forced to raise rate...

Bank of America (BAC) posted Q1 2026 EPS of $1.11 on $30.27B revenue with net interest income up 9% to $15.74B, equities trading surging 30%, and investment banking fees jumping 21%, while the stock remains down 7.16% year to date despite the strong results. Bank of America’s valuation disconnect stems from market concerns about interest rate headwinds, as a 100 basis point decline would reduce net interest income by $2B annually, though a steepening yield curve and durable deposit growth provide offsetting tailwinds. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bank of America didn't make the cut. Grab the names FREE today. Bank of America (NYSE:BAC) has spent 2026 grinding sideways despite a Q1 print that ranked among the strongest in the bank's recent history. With the stock down on the year and analysts staying overwhelmingly bullish, I think the setup is now interesting enough to call. Our 24/7 Wall St. price target for Bank of America is $60.48, implying roughly 19.13% upside from $50.77. The recommendation is buy, and our model confidence is high. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bank of America didn't make the cut. Grab the names FREE today. BAC has slipped 7.16% year to date and 3.59% over the past month, even as the one-year return sits at 17.83%. Shares trade roughly 10% below the 52-week high of $57.23 and well above the $42.41 low. The disconnect is the Q1 2026 report. Bank of America posted EPS of $1.11 on revenue of $30.27 billion, a fourth straight beat. Net interest income climbed 9% to $15.74 billion, equities trading surged 30%, and investment banking fees jumped 21%. CEO Brian Moynihan reiterated he is "bullish on the U.S. economy in 2026." The bull thesis rests on four pillars: continued fixed-rate asset repricing, durable deposit franchise growth (11 consecutive quarters of sequential growth to $2.02 trillion), wealth management momentum (consumer investment assets up 15% to $573 billion), and a steepening yield curve, with the 10-year Treasury at 4.45% versus a 3-month bill at 3.69%. Analyst sentiment supports the upside. 22 buy ratings, 3 holds, and zero sells point to a consensus target of $63.16. Our model's bull case scenario takes BAC to $63.02 within 12 months, a 24.13% return. The headline risk is rates. Bank of America has disclosed that...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Fiscal year 2026 performance was characterized by a significant market shift from undersupply to oversupply in certain tobacco styles, impacting overall volumes and margins. The tobacco segment's operating income decline was primarily driven by higher inventory write-downs of non-wrapper dark air-cured tobacco, totaling $43 million compared to a five-year average of $14 million. Management attributed the Ingredients segment's lower profitability to the Shanks business, which faced higher fixed and operating costs following recent growth investments and a slower-than-expected product pipeline build. A $41 million non-cash goodwill impairment was recorded for the Shanks operation, reflecting market pressures on revenues and a lag in executing the commercial strategy relative to initial acquisition expectations. Despite broader segment challenges, the FruitSmart and Silva businesses within the Ingredients platform performed in line with management's expectations. The company maintains that its leaf tobacco business remains durable across market cycles due to its global geographic footprint and deep experience in managing crop volatility. Strategic focus in the Ingredients segment is shifting toward improving facility utilization and strengthening commercial execution to convert technical capabilities into sustained revenue. Management expects uncommitted tobacco inventory to return to the target range of 10% to 20% during fiscal year 2027 as early-season buying in Brazil and Africa progresses. The outlook for fiscal year 2027 assumes continued oversupply in flue-cured and burley tobacco markets, which management intends to navigate by leveraging their ability to be more selective on grades and pricing. Ingredients strategy for the coming year focuses on navigating persistent inflationary pressures and potential tariff fluctuations that impact customer demand and sourcing costs. The company has implemented a leadership realignment at Shanks to enhance financial and operational efficiency, aiming to leverage underutilized capacity for future solutions-based offerings. Capital allocation priorities remain unchanged, focusing on investing in tobacco market share, growing the ingredients platform, and maintaining th...

A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Transitioned Jennifer Tejada to Executive Chair and appointed John DeLullo as CEO to lead the next phase of profitable growth acceleration. Shifted to an integrated Operations Cloud platform with usage-based pricing to remove friction from seat-based licensing and incentivize multi-product adoption. Attributed margin expansion to 25% to structural efficiency initiatives, disciplined execution, and the internal adoption of AI to increase operational leverage. Identified AI as a new 'operational risk layer' that increases system complexity and failure unpredictability, driving higher demand for PagerDuty’s resilience platform. Leveraged a product-led growth (PLG) motion to acquire over 600 new customers for the fifth consecutive quarter, particularly among native AI startups. Positioned the platform as the 'control plane for AI,' enabling autonomous operations where AI agents reason and act at machine speed without human involvement. Observed strategic wins in traditionally slow-moving verticals like automotive and financial services as they modernize to support AI transformation. Expects usage-based pricing to stabilize and gradually increase dollar-based net retention (DBNR) throughout the year as customers transition from seat-based models. Anticipates a clear path to a long-term non-GAAP operating margin target of 30% by increasing internal AI leverage and customer platform usage. Assumes that as AI moves from experimentation to production at scale, the resulting spike in operational risk will serve as a significant long-term tailwind. Projects that the new Operations Cloud offering will accelerate ARR growth by enabling faster expansion into new use cases like security and business operations. Maintains full-year revenue guidance while increasing net income per share expectations due to the completion of a $200 million share repurchase program. Usage-based products, including AIOps and PagerDuty Advance, now account for nearly 10% of total ARR. Completed a $200 million share repurchase program and authorized a new $100 million program, citing current valuation as a compelling opportunity. Reported that customers using professional services for Operations Cloud deployment see an 80% improvement in time to...

ServiceNow (NOW) stock is rising 14% to $124 as capital rotates into beaten-down enterprise software following Dell Technologies (DELL) posting Q1 FY2027 revenue of $43.84B (up 88% YoY) with AI-optimized server revenue jumping 757% to $16.13B. Snowflake (SNOW) has reported Q1 revenue of $1.39B (up 34% YoY) and raised its full-year guidance, while Wipro (WIT) has expanded its AI partnership with ServiceNow (NOW) for agentic workflows. Dell’s blowout earnings validated the enterprise AI infrastructure thesis that ServiceNow is positioned to capture through its workflow and governance layer, triggering broad repricing across the software stack as the “SaaSpocalypse” narrative retreats. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today. Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year high, so this is a bounce off of a deeply oversold tape. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Dell Technologies didn't make the cut. Grab the names FREE today. The broader software complex is participating. Snowflake (NYSE:SNOW), Wipro (NYSE:WIT), and C3.ai (NYSE:AI) shares are all in motion as investors reprice the AI workflow layer. Dell Technologies reported Q1 FY2027 results after Thursday's close, posting revenue of $43.84 billion, up 88% year over year (YoY) against a consensus near $35.77 billion. Non-GAAP EPS of $4.86 crushed the $2.96 estimate by 64%. The headline figure was AI-optimized server revenue of $16.13 billion, up 757% YoY, with $24.4 billion in AI orders booked during Q1. Dell Technologies also raised its full-year FY27 revenue guidance to $165 billion to $169 billion and lifted its full-year AI server outlook to roughly $60 billion. Those numbers validate the enterprise AI buildout that ServiceNow is leveraged to. ServiceNow sits as the workflow and governance layer on top of that infrastructure spend, and the read-through is direct. Dell stock is up 29% in Friday's session. The rotation started earlier in th...

Kinder Morgan (KMI) posted adjusted EPS of $0.39 on $4.51B revenue (+13.64% YoY) with its $10B pipeline backlog 90% natural gas and 60% tied to power generation. Williams Companies (WMB) reported $7.75B adjusted EBITDA (+9%) and is deploying $7B into power innovation projects including the Cogentrix platform and Socrates the Younger, trading at a 34 P/E versus 23 for KMI. Kinder Morgan is doubling down on traditional pipeline infrastructure for LNG exports and power generation, while Williams is pushing further down the value chain into power generation itself to capitalize on the data center power demand boom. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Kinder Morgan didn't make the cut. Grab the names FREE today. Kinder Morgan (NYSE:KMI) and Williams Companies (NYSE:WMB) just closed the books on record 2025 results, and both pipeline operators are pointing the same firehose of capital at LNG exports and data center power demand. The way they are doing it, however, looks quite different. One is leaning on a $10 billion pipeline backlog. The other is buying into power generation itself. Kinder Morgan delivered adjusted EPS of $0.39 against a $0.37 estimate on $4.51 billion in revenue, up 13.64% year over year. CEO Kim Dang credited "record-setting performance in our Natural Gas Pipelines business segment", with transport volumes up 9% and gathering volumes up 19%. The CO2 segment was the weak spot, dragged by softer commodity and D3 RIN prices. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Kinder Morgan didn't make the cut. Grab the names FREE today. Williams, under new CEO Chad Zamarin since July 2025, posted full-year adjusted EBITDA of $7.75 billion, up 9%, and Q4 EPS of $0.55. Transco continues to do the heavy lifting, with Transmission, Power & Gulf adjusted EBITDA of $3.71 billion, a $403 million jump. A $212 million impairment on Mid-Continent gas gathering was a reminder that not every basin is humming. Kinder Morgan is doubling down on what it already does best. Its $10 billion project backlog is roughly 90% natural gas, with about 60% tied to power generation. Trident Intrastate, SSE4, and Mississippi Crossing are all traditional pipeline projects. Dang says "total demand for natural gas is expected to grow by 17% through 2030, led by LNG exports", and KMI already moves...

New research from Goldman Sachs was headlined by an 8,000 year-end target on the S&P 500 Index ($SPX), nearly 10% higher than this year’s already strong up move. This major upgrade is driven by what analysts describe as “robust, corporate earnings power.” The mainstream narrative is simple: Corporate America is thriving, the bull market is charging ahead, and the fundamental backdrop has never looked healthier. But if you look past the sensational headline and pop the hood on the underlying data, the reality is starkly different. Dear Intel Stock Fans, Mark Your Calendars for June 2 Why Micron Stock Might Have a Math Problem Palantir Might Soon Take Over the Intelligence Agencies. Here’s What It Means for PLTR Stock Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! The broader index isn’t experiencing a healthy, diversified economic advance. Instead, the entire S&P 500 has effectively mutated into an extreme, highly concentrated two-stock dependency model. And while I have been chronicling the stock market’s increasingly narrow participation here for a while now, it is getting worse, not better. That’s what Goldman’s data tells me. According to the firm’s own numbers, a staggering one-third of all S&P 500 earnings growth in 2026 will be driven by just two companies: Nvidia (NVDA) and Micron Technology (MU). This is so absurd! The S&P 500 is supposed to represent a broad, diversified cross-section of the 500 largest publicly traded corporations in the United States. Yet, a single GPU designer and a single high-bandwidth memory manufacturer are projected to shoulder roughly 33% of the entire index’s bottom-line expansion this year. Goldman notes that when you widen the lens to the 10 largest corporate giants — a list heavily rounded out by tech hyperscalers like Alphabet (GOOG), Broadcom (AVGO), and Meta (META), they represent an astonishing 64% of all projected S&P 500 EPS growth for 2026. This is not a story of widespread corporate prosperity. It is a story of a historic, unprecedented capital expenditure haul. A massive chunk of global liquidity is being extracted from traditional economic sectors and poured directly into a singular destination: AI data center infrastructure. NVDA and MU are sitting at the toll booth of th...