Nvidia is set to see its strong growth continue as the GPU market leader. AMD has a huge opportunity in the data center CPU market.

Nvidia looks more like a growth stock on the surface. Valuations have fallen to levels risk-averse investors might consider.

The forward P/E ratio rewards highly profitable companies with above-average growth rates. Nvidia's valuation assumes its growth is unsustainable, but it has plenty of opportunity ahead.

Nvidia and Amazon have a 15-year partnership and are closely integrated. Nvidia's latest results were still stellar.

Nvidia still produces the best picks and shovels for the AI market. Its stock looks cheap relative to its growth potential.

Nvidia stock is extremely cheap for the upside potential come 2H26. The stock experienced its worst decline in 10 months after the Q4 print, in spite of guiding for 1QFY27 sales growth of almost 15% Q/Q to $78B, versus a consensus of $72.2B. China re-entry could also unlock $20B-$30B in annual revenue, given pent-up demand and higher ASPs for H200 chips.

Alphabet's combined advertising and cloud computing businesses are formidable. Apple is spending more on domestic production than on AI infrastructure.

TipRanks compiles some of the best stocks to own amid the current volatility, according to the Street's top analysts.

Nvidia reported $68.13 billion in Q4 revenue, up 73% YoY, with data center revenue reaching $62.13 billion and growing 75% YoY. The GB300 NVL72 system delivers up to 50x better performance per watt and reduces inference token costs by 35x versus Hopper. Nvidia's Rubin platform, launching in H2-2026, may reduce AI inference token costs by up to 10x compared with Blackwell systems.

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