Key Points
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Nvidia is expected to continue its growth trajectory in 2026, with management’s guidance suggesting strong demand despite not including any sales to China.
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Nebius Group reported an impressive 355% year-over-year growth and anticipates an annual run rate of $7 billion to $9 billion by the end of 2026.
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The Trade Desk aims to rebound in 2026 after a challenging 2025, with a forward price-to-earnings ratio of less than 18 compared to the S&P 500’s 22.4.
During the beginning of 2026, Nvidia (NASDAQ: NVDA) is expected to report strong fiscal fourth-quarter results on February 25, setting a positive outlook for fiscal 2027. Similarly, Nebius Group (NASDAQ: NBIS) forecasts significant growth after achieving a $551 million annual run rate, driven by increasing demand for its GPU services. Meanwhile, The Trade Desk (NASDAQ: TTD), having faced difficulties in 2025, is preparing for a comeback, positioning itself as an attractive investment ahead of its anticipated recovery.
