- 1. Nvidia (NVDA): 88% AI GPU share, Q1 data center $18.4B (+409% YoY).
- 2. Palantir (PLTR): AIP drives 64% US commercial growth to $373M Q4.
- 3. Arm Holdings (ARM): IP licenses fuel 47% revenue to £872M Q4.
Key Takeaways
- 1. Nvidia (NVDA): 88% AI GPU share, Q1 data center $18.4B (+409% YoY) per earnings.
- 2. Palantir (PLTR): AIP drives 64% US commercial growth to $373M Q4, $708M total per 10-K.
- 3. Arm Holdings (ARM): IP licenses lift Q4 revenue 47% to £872M, eyes AI servers per results.
Motley Fool recommends top AI stocks Nvidia (NVDA), Palantir (PLTR), Arm (ARM) for Q2. Fear & Greed Index hit 23 on April 15, 2026, signaling extreme fear and buy zone. (28 words)
The Fear & Greed Index reads 23 per CryptoQuant. Bitcoin trades at $74,028 USD, down 1%. Ethereum at $2,335 USD, off 0.2% per CoinGecko.
Fear & Greed History Favors Top AI Stocks
Readings under 25 mark bottoms for AI assets, per CNN 10-year analysis. March 2020 (12): NVDA +1,000%. 2022 (20): 150% rebounds.
JPMorgan's Marko Kolanovic notes AI decouples from crypto. Enterprises allocate 15-20% IT budgets to AI, up from 5% (Gartner Q1 2026). Q2 MSFT/GOOG earnings project +30% AI growth (Bloomberg).
Nvidia Dominates AI GPUs
Nvidia holds 88% data center GPU share (Omdia Q1 2025). Q1 FY2026 revenue: $26B total (+262% YoY), data center $18.4B (+409% YoY) per May 22, 2025 earnings.
CEO Jensen Huang eyes $50B+ quarterly data center by FY2027 via Blackwell. Hyperscalers pledge $100B+ 2026 capex, 70% AI (filings). NVDA at 45x forward earnings vs S&P 22x; Motley Fool sees $200/share.
AMD trails at 10% share, weak software.
Palantir's AIP Accelerates Deals
AIP bootcamps convert 70%+ to deals (CEO Alex Karp, Q4 call Feb 5, 2026). Q4 revenue $708M (+27% YoY), US commercial $373M (+64%) per 10-K.
Wins: $100M+ Fortune 500 deals. Pipeline $4B (+50% YoY), targets $1B quarterly run-rate Q4 2026. 25x P/S, 40% CAGR; moat beats Snowflake/Databricks.
Arm's IP Powers AI Edge
Arm IP in 99% smartphones, growing AI servers (FY2025 report). Q4 revenue £872M ($1.1B, +47%) per May 8, 2025 earnings.
Nvidia Grace, AWS Graviton4 partnerships. AI royalties 20% revenue (to 30% by 2027). 80x earnings, 15x sales, 35% CAGR; £2B quarterly by 2028 (Motley Fool).
Q2 Catalysts and Action Plan
Catalysts: MSFT Azure +35% QoQ (Goldman), GOOG 10M TPUs, AI M&A at 20x revenue (PitchBook Q1).
Risks: NVDA DOJ probe, PLTR valuation. Size positions 5-10%.
Action: Dollar-cost average top AI stocks over 4 weeks. Add on Fear & Greed >50. Target 50%+ upside by Dec 2026 (Motley Fool).