Nvidia (NVDA): NVDA stock soared by 269%, and Q3 revenue spiked 206%, securing an 85% market share in generative AI chips.
C3.ai (AI): AI operates without direct rivals, forming key partnerships, despite a Q2 2024 non-GAAP loss, signaling potential top-line growth.
Advanced Micro Devices (AMD): Powered by Instinct MI300 accelerators and Ryzen 8040 processors, AMD achieved substantial revenue growth, securing an "A" in the Portfolio Grader.
Analysts project continued strength for NVDA, citing robust cash flow, dominance in generative AI chips, and potential for recurring revenue exploration.
C3.ai pursues growth through strategic partnerships with major cloud providers, acknowledging heavy investments in generative AI, positioning itself for improvement in upcoming quarters.