"NVIDIA's Q4 FY2026 revenue reached $68.13 billion, up 73.2% year-over-year, with non-GAAP EPS of $1.62, beating the $1.52 consensus by 6.58%. The company has beaten estimates in every quarter of FY2026, and Q1 FY2027 guidance came in at ~$78 billion, implying continued acceleration despite China export headwinds."
"TSMC's revenue grew 31.6% over the past year, operating income expanded 46.4%, and EPS grew 46.1%. The company's 50.83% operating margin and 45.08% net margin dwarf the semiconductor industry median, reflecting pricing power only a monopoly-adjacent position sustains."
"Analysts project AI chip revenue growing at ~60% CAGR through 2029, and TSMC is the only foundry capable of manufacturing the most advanced nodes at scale. Its ~$44.96 billion capex authorization signals management sees sustained demand for years ahead."
NVIDIA trades at $196.09 and TSMC at $374.27, both recovering from recent lows amid AI spending growth. NVIDIA's Q4 FY2026 revenue reached $68.13 billion, up 73.2% year-over-year, with strong guidance for Q1 FY2027. TSMC's revenue grew 31.6%, with significant operating and net margins. Analysts predict AI chip revenue will grow at ~60% CAGR through 2029, with TSMC positioned to meet this demand. Both companies exhibit strong financials, but NVIDIA faces risks from revenue concentration.
Read at 24/7 Wall St.
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