Zacks.com’s Analyst Blog highlights stocks like NVIDIA Corp., Advanced Micro Devices, Inc., Intel Corp., Micron Technology, Inc., and BigBear.ai Holdings, Inc. NVIDIA’s shares have surged 36.6% in 2025 due to strong demand for AI hardware. However, competition and trade tensions pose risks. Micron and BigBear.ai have outperformed and offer growth potential in the AI boom.

Micron’s strong demand for high-bandwidth memory chips is expected to drive revenue growth, with Q2 2026 revenues projected between $18.3 billion and $19.1 billion. The company reported a 56.8% year-over-year revenue increase in Q1 2026. Micron expects EPS of $8.22 to $8.62 for Q2 with a solid 23.5% earnings growth rate for the next year.

BigBear.ai’s acquisition of Ask Sage, a generative AI platform, is expected to boost sales to $125 million to $140 million. With a Zacks Rank #2 (Buy), the company is poised for growth, supported by a solid cash position and potential from government contracts. Expected earnings growth rate for the next year is an impressive 73.1%.

Read more at Nasdaq: The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Intel, Micron Technology and BigBear.ai