Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
I think in the public markets it's probably Nvidia and Google. Nvidia is still the king. They power all of the inference essentially of all these model makers, whether it's OpenAI or Anthropic. — Doug Clinton, Intelligent Alpha CEO I've been following the AI infrastructure trade pretty much every quarter for the past three years now, and Clinton's framing cuts to the heart of why Nvidia NASDAQ:NVDA ) is so hard to bet against. Every major model maker, OpenAI, Anthropic, Google, Meta, runs inference on Nvidia hardware. That's a toll bridge at the center of the AI economy. Nvidia: The Infrastructure You Can't Route Around The numbers back Clinton up. Nvidia posted $68.13 billion in Q4 FY2026 revenue, up 73.2% year over year, with Data Center revenue of $62.31 billion, up 75% YoY. Networking revenue — the connective tissue of AI factories — surged 263% YoY to $10.98 billion. For the full fiscal year, Nvidia generated $96.58 billion in free cash flow. CEO Jensen Huang's Q1 FY20
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News
- Nvidia Price Prediction: 1 Year Bull and Bear Case [Yahoo! Finance]Yahoo! Finance
- Apex Fintech Solutions Releases Q1 2026 Investor Pulse Report: Retail Investors Execute Sophisticated Macro Trades at Unprecedented Scale [Yahoo! Finance]Yahoo! Finance
- Nvidia Stock Rises. Why the Cease-Fire Could End the Chip Maker’s Long Funk. [Barron's]Barrons
- Alibaba, China Telecom launch AI data center powered by domestic chips [Yahoo! Finance]Yahoo! Finance
- Prediction: The AI Bubble Is Readying to Pop, With These 4 Factors Tipping Off Investors [Yahoo! Finance]Yahoo! Finance
NVDA
Earnings
- 2/25/26 - Beat
NVDA
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/24/26 - Form 4
- 3/20/26 - Form 4
- NVDA's page on the SEC website