Key Facts on Major Tech Players
Nvidia (NASDAQ: NVDA) continues to dominate the AI landscape with its chips, reporting a net income of $31.9 billion—a 65% year-over-year increase. The company is on track to launch its new Vera Rubin chip in late 2026, which is expected to further drive revenue growth. Nvidia has returned $37 billion to shareholders over the first nine months of fiscal 2026 through buybacks and dividends.
Micron (NASDAQ: MU) has seen a 57% increase in revenue year-over-year for Q1 FY26 as it shifts focus solely to AI infrastructure, exiting the consumer segment. Its current PEG ratio stands at 0.18, indicating significant undervaluation despite delivering exceptional growth rates.
Amazon (NASDAQ: AMZN) has experienced stagnant growth, with a 36% rise over five years and a flat performance over the past year. However, Morgan Stanley has raised its price target for Amazon to $300 based on robust fundamentals, reporting a 14% year-over-year sales increase in Q4 2025 and growth in the cloud segment of 24%.
