Nvidia, Palantir, and Alphabet Report Strong Earnings
Nvidia reported a 73% year-over-year revenue growth in its fiscal fourth quarter of 2026, generating $68.1 billion. The data center segment contributed significantly, reaching $62.3 billion, a 75% increase. Meanwhile, Palantir’s revenue surged 70% to $1.4 billion in Q4 2025, with U.S. commercial revenue skyrocketing by 137% as enterprises adopted its AI data platform. Alphabet also demonstrated strong performance, with a revenue increase of 18% to $113.8 billion in the fourth quarter of 2025, driven by a 48% surge in Google Cloud revenue, totaling $17.7 billion.
Alphabet’s diversified business model and reasonable price-to-earnings ratio of around 31 make it a compelling option for investors, especially in the AI sector, which is projected to receive significant attention and spending. The company anticipates capital expenditures between $175 billion and $185 billion in 2026 to support AI initiatives, indicating a strong commitment to growth despite potential impacts on free cash flow.
