Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important).

Alphabet reports Q1 2026 earnings on April 29 after the close. Wall Street is watching two things above everything else: whether Google Cloud can sustain 50%-plus revenue growth, and whether Alphabet's massive AI capital spending is starting to pay off in margins.