Beth Kindig

Summary Nvidia Corporation's Blackwell revenue was $184 billion in 2025 when you combine compute and networking, along with the $320 billion expected in 2026, which comes out to the $500 billion quoted at GTC.

Nvidia expects Groq to help drive up to a 15X increase in tokens per second, directly translating into higher tokens per megawatt. Learn more about NVDA stock here.

Summary Multi-agent systems are also expected to drive an exponential increase in token generation, which Arm Holdings plc estimated at up to a 15X increase in tokens per user.

Arm Holdings plc stock is trading at a P/S ratio of 36.3 and a forward P/S ratio of 28.6, significantly higher than semiconductor peers. Click for this ARM update.

Nvidia Corporation stock outlook: why a $20T market cap by 2030 is possible. Click for this NVDA update and see why I have downgraded the stock to Hold.

Nvidia Corporation stock technical analysis flags a possible bull trap after breaking and falling below key highs. Click for this NVDA stock update.

Nvidia Corporation’s $2B bets on Coherent & Lumentum signal a major CPO rollout as it battles Broadcom. Click for this NVDA stock update.

Summary Bloom Energy Corporation was our 2026 Top Stock pick, published on February 27th when shares were at $160.90.

This AI networking stock crushed Nvidia with 135% returns. Learn the drivers behind its explosive growth in AI and optical networking.

Lumentum Holdings Inc. stock surges 135% YTD on optical transceiver demand and Nvidia-linked CPO tailwinds. Click for more on LITE and see if it is right for you.