NVDA vs STX

NVIDIA continues to solidify its unparalleled leadership in AI and accelerated computing, demonstrating exceptional Q1 FY2027 results with $81.6 billion revenue (+85% YoY) and $2.39 GAAP diluted EPS (+35% QoQ from previous non-GAAP $1.87). The strategic vision for pervasive AI, robotics, and the Omniverse targets vast, expanding markets, underpinned by the critical CUDA platform and continuous har...

Seagate demonstrates robust operational performance with significant Q3 2026 revenue ($3.11B, +44.1% YoY) and EPS beats, alongside improving gross margins (47.0%) and strong free cash flow ($953M). Its HAMR technology positions it well for mass-capacity storage demands driven by hyperscale cloud and AI workloads, which are strong tailwinds. The company is actively managing its balance sheet by red...