NVIDIA Corporation (NVDA) continues to impress with strong earnings in Q4 2026, driven by demand for Blackwell chips, AI partnerships, and data center investments. Despite a modest 1.8% YTD share increase, other AI giants like TSMC, Micron, and Super Micro have surged up to 50%, showing potential for further growth.

TSMC anticipates a 25.5% YOY revenue increase in Q1 2026, with projected earnings growth rates of 53.8% for the quarter and 32.8% for the year. Micron expects a revenue boost from AI-driven chip demand, forecasting an impressive 444.9% earnings growth for Q2 2026 and 307.6% for the year.

Supermicro is positioned to benefit from rising AI hardware demand, with expectations of $12.3 billion in Q3 2026 sales and a full-year target of at least $40 billion. The company’s anticipated earnings growth rates for Q3 and the year are 103.2% and 7.8%, respectively. AI’s growth potential is driving these companies towards success.

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Read more at Nasdaq: 3 AI Stocks Outpacing NVIDIA in 2026 – With More Upside Ahead