By Zacks Equity Research
Publication Date: 2026-03-02 07:05:00
Chicago, IL – March 2, 2026 – Today, Zacks Investment Ideas highlights Nvidia NVDA, Amazon AMZN, Alphabet GOOGL, Microsoft MSFT, Oracle ORCL, Alibaba BABA and AMD AMD.
Although we report stunning quarterly results as usual, Nvidia The stock is now down over 6% since its Q4 report on Wednesday.
This comes as the chip giant’s fourth-quarter revenue of $68.12 billion and earnings per share of $1.62 rose 73% and 82% year-over-year, respectively, also representing significant sequential growth.
Still, the stellar results didn’t allay investors’ deeper concerns about the sustainability of the AI boom, concentration risks and future growth, even though Nvidia impressively beat Wall Street’s expectations.
A recurring theme in analyst comments is skepticism about how long hyperscalers can continue to spend tens of billions on AI infrastructure.
Others question whether AI monetization is happening fast enough to justify the expenditure, and the shift in sentiment is…