![\"Computer](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/04\/1776750851_406_.jpeg\"\/)
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Image source: Getty Images.<\/p>\n
Nvidia’s hardware dominance<\/p>\n
It is hard to find any flaw in Nvidia’s underlying execution. In its fiscal fourth quarter of 2026 (the period ended Jan. 25, 2026), the AI chipmaker reported revenue of $68.1 billion, which was up a striking 73% year over year. <\/p>\n
And its data center segment continues to power the story. Data center revenue hit $62.3 billion for the quarter, up 75% year over year.<\/p>\n
![\"Nvidia](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/04\/1776750851_629_.png\"\/)
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Today’s Change<\/p>\n
(0.19%) $0.38<\/p>\n
Current Price<\/p>\n
$202.06<\/p>\n
Key Data Points<\/p>\n
Market Cap<\/p>\n
$4.9T<\/p>\n
Day’s Range<\/p>\n
$197.84 – $202.17<\/p>\n
52wk Range<\/p>\n
$97.28 – $212.19<\/p>\n
Volume<\/p>\n
119M<\/p>\n
Avg Vol<\/p>\n
176M<\/p>\n
Gross Margin<\/p>\n
71.07%<\/p>\n
Dividend Yield<\/p>\n
0.02%<\/p>\n
“Agentic and physical AI applications built on increasingly smarter and multimodal models are beginning to drive our financial performance,” explained Nvidia chief financial officer Colette Kress in the company’s fiscal fourth-quarter earnings call. <\/p>\n
But Nvidia trades at a price-to-earnings ratio<\/a> of about 41 as of this writing. While this isn’t necessarily egregious for a hyper-growth company, it could leave investors exposed if the cyclical nature of semiconductor spending causes demand to cool.<\/p>\n Palantir’s AI data platform is resonating with customers<\/p>\n Palantir is seeing similarly explosive momentum — but in the software space. In the fourth quarter of 2025, revenue jumped 70% year over year to $1.4 billion. <\/p>\n Today’s Change<\/p>\n (-0.34%) $-0.50<\/p>\n Current Price<\/p>\n $145.89<\/p>\n Key Data Points<\/p>\n Market Cap<\/p>\n $349B<\/p>\n Day’s Range<\/p>\n $143.83 – $147.20<\/p>\n 52wk Range<\/p>\n $91.35 – $207.52<\/p>\n Volume<\/p>\n 33M<\/p>\n Avg Vol<\/p>\n 53M<\/p>\n Gross Margin<\/p>\n 82.37%<\/p>\n Even more impressive was its U.S. commercial segment, which skyrocketed 137% year over year as enterprises rushed to implement Palantir’s AI data platform.<\/p>\n “We are an n of 1, and these numbers prove it,” noted Palantir CEO Alex Karp in the Q4 earnings release.<\/p>\n Palantir is executing brilliantly. But the market has arguably already priced in years of this perfection. Trading at a price-to-earnings ratio well over 200, the stock’s valuation leaves little room (if any) for error. If growth decelerates even slightly, the stock could face a severe correction.<\/p>\n Alphabet’s diversified resilience<\/p>\n This brings us to Alphabet. The tech giant’s most recent quarter showcased a company that is not only benefiting from AI but also doing so atop a more diversified and robust foundation.<\/p>\n Alphabet’s fourth-quarter 2025 revenue rose 18% year over year to $113.8 billion. <\/p>\n Today’s Change<\/p>\n (-1.18%) $-4.00<\/p>\n Current Price<\/p>\n $335.40<\/p>\n Key Data Points<\/p>\n Market Cap<\/p>\n $4.1T<\/p>\n Day’s Range<\/p>\n $334.63 – $339.16<\/p>\n 52wk Range<\/p>\n $149.49 – $350.15<\/p>\n Volume<\/p>\n 13M<\/p>\n Avg Vol<\/p>\n 21M<\/p>\n Gross Margin<\/p>\n 59.68%<\/p>\n Dividend Yield<\/p>\n 0.25%<\/p>\n “It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time,” said Alphabet CEO Sundar Pichai in the company’s fourth-quarter earnings release.<\/p>\n![\"Palantir](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/04\/1776750852_144_.png\"\/)
<\/p>\n![\"Alphabet](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/04\/1776750852_257_.png\"\/)
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