Meanwhile, for QBTS, the Zacks Consensus Estimate for 2026 loss per share of 19 cents implies a 7% improvement from 2025. The estimated figure for 2026 revenues is pegged at $41.8 million, implying 61.1% growth from the year-ago period.

Their presentations at the 2026 Consumer Electronics Show could lift the appealing outlook for AMD and Nvidia after revealing next-gen AI platforms.

Delving deeper, the analysts said that Nvidia is the “best-positioned” among the group — which also includes Lam Research ( LRCX ), KLA Corp. ( KLAC ), Credo Technologies ( CRDO) and Teradyne ( TER) — and noted that recent acquisitions can deepen Nvidia's competitive moat.

AMD CEO Lisa Su said in an interview with CNBC Tuesday that physical AI enabling autonomous machines from humanoid robots to self-driving cars could be the "next big thing."

Intel looks like it is trying to lead the charge higher for chips over the last 24 hours. Intel looks like it is going to open up about where it left off, and this, of course, is a pretty good sign considering it jumped after it announced new AI and gaming chips at the CES show.

Major tech conference CES 2026 kicked off this week with presentations from Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su, both companies revealing new AI projects and partnerships.

Key Takeaways The focus of tech investors shifts to Las Vegas this week as it hosts the CES consumer electronics show.Nvidia CEO Jensen Huang and AMD CEO Lisa Su are scheduled to speak on Monday. Investors will be focused on Las Vegas this week,

Nonetheless, Broadcom’s vital position in custom AI accelerators and networking for hyperscalers justifies its elevated P/E ratio (70.4x), indicating a more

Despite the headwind, analysts expect a 20% increase in the company's earnings for 2025 to $3.97 per share. Consensus estimates suggest that AMD's earnings could jump 62% next year to $6.46 per share. I think it could end up doing much better than that.