|

NVIDIA unveils RTX spark: A closer look

NVIDIA’s (NVDA) 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) , 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.

Chart
Image Source: Zacks Investment Research

Bottom line

NVIDIA (NVDA) and Microsoft (MSFT) 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.


Want the latest recommendations from Zacks Investment Research? Download 7 Best Stocks for the Next 30 Days. Click to get this free report

Author

Zacks

Zacks

Zacks Investment Research

Zacks Investment Research provides unbiased investment research and tools to help individuals and institutional investors make confident investing decisions. 

More from Zacks
Share:

Editor's Picks

AUD/USD remains depressed near 0.6950 after RBA minutes

AUD/USD attracts follow-through selling during Tuesday’s Asian session, looking to extend the overnight rejection slide from 0.7000, or a two-week top, following the release of RBA meeting Minutes. The US Dollar retains a bullish undertone near its highest level since April 2025 as energy-driven inflation risks keep December Fed rate hike bets firmly on the table. Adding to this, geopolitical risks further underpin the safe-haven USD.

USD/JPY extends retreat below 158.50 as intervention risks loom

USD/JPY is dropping below 158.50 in the Asian session on Tuesday, snapping a two-day winning streak and pulling back from an over two-week top touched the previous day, despite Japan's soft PPI inflation print. Bulls turn cautious amid speculation that authorities will step in to prop up the Japanese Yen, which, in turn, weighs on the pair.

Gold bulls seem hesitant below $4,200 as hawkish Fed offset USD weakness

Gold retains a mildly positive bias though it remains capped below the $4,200 mark and the top boundary of a two-week-old trading range. The US Dollar retreats from its highest level since April 2025 amid some profit-taking, offering support to the precious metal. However, the US Federal Reserve's hawkish stance and escalating Middle East conflicts could limit deeper losses for the safe-haven buck, keeping a lid on the commodity and warranting some caution for aggressive bulls.

Solana reclaims 50-day EMA amid tokenization expansion

Solana (SOL) trades above $107 on Tuesday, reclaiming the 50-day EMA after closing below it the previous day. Meanwhile, Solana’s tokenization expansion and the upcoming listing of Hong Kong’s second spot Solana Exchange Traded Fund highlight growing institutional interest.

Dollar corrects as markets watch bank earnings
The US Dollar remains broadly strong but is now correcting, with a possible retest of the breakout zone around 102 on the Dollar Index. Equity markets are showing a mixed picture: the S&P 500 and Nasdaq are weaker, while blue-chip indices such as the Dow Jones and DAX are moving higher.
Has Bitcoin really escaped the macro forces it was built to fight?
Over 17 years ago, Satoshi Nakamoto designed Bitcoin (BTC) on the back of a global financial crisis as an alternative to the global monetary system outside the control of central banks, governments and traditional intermediaries. This raises a key question: has Bitcoin really become independent of the macroeconomic forces it was built to challenge?