By Marc Guberti
Publication Date: 2026-03-07 17:00:00
Key Points
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Nvidia’s earnings results point to a strong artificial intelligence (AI) industry, but its $4 trillion market cap means the stock requires far more capital to generate meaningful price growth.
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Silicon Motion Technology is a smaller company that specializes in AI memory storage solutions.
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High sequential growth combined with long-term AI tailwinds can help Silicon Motion Technology continues to outperform the S&P 500.
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Nvidia (NASDAQ: NVDA) has been the most successful tech stock, with its artificial intelligence (AI) chips helping it become the world’s most valuable publicly traded company. The chipmaker’s market cap is above $4 trillion, and an excellent fourth-quarter fiscal 2026 (that ended Jan. 25, 2026) performance shows the growth narrative is still intact and strengthening.
Nvidia CEO Jensen Huang said that AI demand is “growing exponentially.” Guidance was also quite substantial, with the company projecting $78 billion in revenue for the first quarter of fiscal 2027, compared to $68.1 billion in the previous quarter.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
While Nvidia’s earnings show AI demand is still heating up, its $4 trillion market cap means the stock needs far more capital to generate any…
