Data source: Company filings. Data as of Aug. 7, 2026. <\/p>\n
Foolish Take <\/p>\n
Examining the revenue trends for Nvidia and Navitas Semiconductor reveals key insights about this pair of tech companies capitalizing on the rise of the artificial intelligence<\/a> sector. <\/p>\n Story Continues <\/p>\n Nvidia is experiencing rising quarter-over-quarter revenue. This indicates the company is successfully capturing customer demand for advanced semiconductor products to support AI. The trend is set to continue as Nvidia management forecasted sales to accelerate from $81.6 billion in its most recent quarter to $91 billion in the next. <\/p>\n Meanwhile, Navitas revenue has seen a steady decline until the trend showed a reversal in 2026. The sales slump is due to the company’s decision to make a strategic pivot away from its mobile and consumer business in China last year to focus on artificial intelligence products. The China market was responsible for 60% of sales in 2024. <\/p>\n While giving up that revenue resulted in sinking sales in 2025, Navitas management stated Q4 of last year would be the bottom. Its Q1 results demonstrated that to be the case, and its Q2 sales show an upward trend. The company forecasted Q3 to deliver $13.5 million in revenue, and if that comes to pass, it would represent the third consecutive quarter of rising sales, validating the AI strategy’s success. <\/p>\n Should you buy stock in Nvidia right now? <\/p>\n Before you buy stock in Nvidia, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $399,724!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,374,595!* <\/p>\n Now, it’s worth noting\u00a0Stock Advisor’s total average return is 967% \u2014 a market-crushing outperformance compared to 215% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of August 8, 2026. <\/p>\n Robert Izquierdo<\/a> has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy<\/a>. <\/p>\n