NVIDIA’s NVDA results in the 2026 Q1 period were again robust, reflecting another period of rock-solid growth, a trend that we’ve been accustomed to for several years now.
And recently, the AI-favorite, along with Microsoft $MSFT MSFT, has found itself in the headlines again following the unveiling of a new ‘superchip’, RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.
Instead of selling separate parts, NVIDIA fused a high-performance 20-core CPU directly together with its cutting-edge Blackwell graphics engine and up to 128GB of shared memory into a single chip.
Coming to premium laptops from major brands like Dell $DELL, HP $HPQ, and ASUS later this year, it delivers desktop-grade supercomputing power that can run heavy AI workflows and AAA games entirely on battery power.
NVIDIA’s Recent Earnings
NVIDIA again posted robust growth in its latest release, with adjusted EPS of $1.87 more than doubling year-over-year alongside record sales of $81.6 billion that grew 85% from the year-ago period.
As expected, Data Center results throughout the period showed that everybody still wants their hands on the magical GPUs. Data Center sales of $75.2 billion again reflected a record, up 92% year-over-year.
Near-term EPS revisions continue to show bullishness thanks to the favorable environment, a trend that the company has enjoyed for quite a while now. While shares have slowed a bit relative to what we’ve seen over recent years, the reality remains that the company’s outlook remains robust.
Image Source: Zacks Investment Research
Bottom Line
NVIDIA NVDA and Microsoft MSFT are back in the headlines following the unveiling of a recent ‘superchip’, namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era. While Microsoft shares have lagged relative to NVIDIA over recent years, near-term momentum has started to appear again for the tech giant.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Microsoft Corporation (MSFT): Free Stock Analysis Report
NVIDIA Corporation (NVDA): Free Stock Analysis Report