Chip Stocks Are Soaring While Software Slows. Is a Reversal Looming?
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NVIDIA (NVDA) generated $68.13B in Q4 FY26 revenue, up 73% year over year with Data Center networking surging 263% and free cash flow of $96.58B, while AMD (AMD) rallied 91% in one month carrying a stretched P/E of 141 despite Q1 revenue growth of 38% to $10.25B. Salesforce (CRM) trades
Quick Read
NVIDIA (NVDA) generated $68.13B in Q4 FY26 revenue, up 73% year over year with Data Center networking surging 263% and free cash flow of $96.58B, while AMD (AMD) rallied 91% in one month carrying a stretched P/E of 141 despite Q1 revenue growth of 38% to $10.25B. Salesforce (CRM) trades
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