Nvidia secures a $500 billion order book for Blackwell and Rubin GPUs, delivery in 1-1.5 years. Palantir reports 121% commercial revenue growth, U.S. commercial remaining deal value up 199% to $3.63B. Broadcom’s AI semiconductor revenue surges 63% with custom AI chips for hyperscaler workloads.

Nvidia leads the AI sector with a $4.41 trillion market cap. The company’s GPUs and AI chips drive data centers, experiencing high demand and strong growth. Expectations are high for Nvidia’s upcoming revenue of $54 billion in Q3 with a gross margin of 73.3%. The results will impact the market.

Palantir benefits from the AI boom, reporting record revenue of $1.2 billion in Q3. Commercial revenue up 121%, government revenue up 52%. The company closes significant deals with PwC UK and FTAI Aviation. Despite valuation concerns, Palantir remains a top AI stock with a 500% gain in five years.

Broadcom enters the AI market with custom chips optimized for clients’ workloads. Q3 revenue up 22%, semiconductor solutions revenue rises 26%, AI-related semiconductor revenue jumps 63%. The stock gains 46.78% in 2025, aiming for a Q4 revenue of $17.4 billion. Wall Street bullish on Broadcom’s AI prospects.

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Read more at Yahoo Finance: 3 Best Performing AI Stocks In the Nasdaq Composite