The AI Supercycle Isn't Slowing Down -- It Just Shifted. These 2 Stocks Are Riding the Next Wave. [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
That's evident from the huge backlogs that companies selling AI software are sitting on, as well as the multiyear shortage of components such as memory chips and AI data center accelerators. So, it can be said that the AI supercycle isn't showing any signs of slowing down. However, the World Economic Forum noted in January this year that the next phase of the AI supercycle will be driven by physical AI, agentic AI, inference, and connectivity applications, among other things. Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue » Let's take a look at two AI stocks that can help you capitalize on the next phase of the AI supercycle. Image source: Nvidia. Nvidia: Taking the lead in physical AI Physical AI refers to the integration of AI into physical elements, such as robots, vehicles, and drones. The addition of AI
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News
- King Charles meets with US tech leaders, talks startup challenges [Yahoo! Finance]Yahoo! Finance
- Nvidia: AI Transcends Semiconductors' Cyclical Nature [Seeking Alpha]Seeking Alpha
- Why ASML Holdings Fell Today [Yahoo! Finance]Yahoo! Finance
- Why ASML Holdings Fell Today [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- We're reading emails between Musk and Jensen Huang. [Verge, The]Verge, The
NVDA
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- 2/25/26 - Beat
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- 4/28/26 - Form SCHEDULE
- 4/27/26 - Form 8-K
- 3/26/26 - Form SCHEDULE
- NVDA's page on the SEC website