We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
AI-favorite NVDA has found itself back in the headlines again.
It recently unveiled RTX Spark, which is designed to change Windows PCs entirely.
NVDA shares saw positivity on the news.
NVIDIA’s (NVDA - Free Report) results in the 2026 Q1 period were again robust, reflecting another period of rock-solid growth, a trend that we’ve been accustomed to for several years now.
And recently, the AI-favorite, along with Microsoft (MSFT - Free Report) , has found itself in the headlines again following the unveiling of a new ‘superchip’, RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.
Instead of selling separate parts, NVIDIA fused a high-performance 20-core CPU directly together with its cutting-edge Blackwell graphics engine and up to 128GB of shared memory into a single chip.
Coming to premium laptops from major brands like Dell, HP, and ASUS later this year, it delivers desktop-grade supercomputing power that can run heavy AI workflows and AAA games entirely on battery power.
NVIDIA’s Recent Earnings
NVIDIA again posted robust growth in its latest release, with adjusted EPS of $1.87 more than doubling year-over-year alongside record sales of $81.6 billion that grew 85% from the year-ago period.
As expected, Data Center results throughout the period showed that everybody still wants their hands on the magical GPUs. Data Center sales of $75.2 billion again reflected a record, up 92% year-over-year.
Near-term EPS revisions continue to show bullishness thanks to the favorable environment, a trend that the company has enjoyed for quite a while now. While shares have slowed a bit relative to what we’ve seen over recent years, the reality remains that the company’s outlook remains robust.
Image Source: Zacks Investment Research
Bottom Line
NVIDIA (NVDA - Free Report) and Microsoft (MSFT - Free Report) are back in the headlines following the unveiling of a recent ‘superchip’, namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era. While Microsoft shares have lagged relative to NVIDIA over recent years, near-term momentum has started to appear again for the tech giant.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
NVIDIA Unveils RTX Spark: A Closer Look
Key Takeaways
NVIDIA’s (NVDA - Free Report) results in the 2026 Q1 period were again robust, reflecting another period of rock-solid growth, a trend that we’ve been accustomed to for several years now.
And recently, the AI-favorite, along with Microsoft (MSFT - Free Report) , has found itself in the headlines again following the unveiling of a new ‘superchip’, RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.
Instead of selling separate parts, NVIDIA fused a high-performance 20-core CPU directly together with its cutting-edge Blackwell graphics engine and up to 128GB of shared memory into a single chip.
Coming to premium laptops from major brands like Dell, HP, and ASUS later this year, it delivers desktop-grade supercomputing power that can run heavy AI workflows and AAA games entirely on battery power.
NVIDIA’s Recent Earnings
NVIDIA again posted robust growth in its latest release, with adjusted EPS of $1.87 more than doubling year-over-year alongside record sales of $81.6 billion that grew 85% from the year-ago period.
As expected, Data Center results throughout the period showed that everybody still wants their hands on the magical GPUs. Data Center sales of $75.2 billion again reflected a record, up 92% year-over-year.
Near-term EPS revisions continue to show bullishness thanks to the favorable environment, a trend that the company has enjoyed for quite a while now. While shares have slowed a bit relative to what we’ve seen over recent years, the reality remains that the company’s outlook remains robust.
Image Source: Zacks Investment Research
Bottom Line
NVIDIA (NVDA - Free Report) and Microsoft (MSFT - Free Report) are back in the headlines following the unveiling of a recent ‘superchip’, namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era. While Microsoft shares have lagged relative to NVIDIA over recent years, near-term momentum has started to appear again for the tech giant.