Deepwater Asset Management’s Gene Munster predicts Nvidia’s revenue will grow over 65% year over year in 2026, exceeding Wall Street’s 50% consensus. He cites strong AI infrastructure growth indicators and Taiwan Semiconductor Manufacturing Co.’s positive guidance as key factors. TSMC reported a fourth-quarter beat, with gross margin and earnings exceeding expectations.

Read more at Yahoo Finance.: Gene Munster Warns Wall Street Is Underestimating 2026 AI Demand As Nvidia And TSMC Signal Strong Upside