{"id":222911,"date":"2026-05-30T15:38:00","date_gmt":"2026-05-30T19:38:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/30\/these-artificial-intelligence-ai-stocks-have-crushed-nvidia-in-2026-with-gains-of-67-and-121-they-can-still-soar-higher\/"},"modified":"2026-05-30T15:55:10","modified_gmt":"2026-05-30T19:55:10","slug":"these-artificial-intelligence-ai-stocks-have-crushed-nvidia-in-2026-with-gains-of-67-and-121-they-can-still-soar-higher","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/30\/these-artificial-intelligence-ai-stocks-have-crushed-nvidia-in-2026-with-gains-of-67-and-121-they-can-still-soar-higher\/","title":{"rendered":"These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2218933\/these-artificial-intelligence-ai-stocks-have-crushed-nvidia-in-2026-with-gains-of-67-and-121-they-can-still-soar-higher\/\">These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2218933\/these-artificial-intelligence-ai-stocks-have-crushed-nvidia-in-2026-with-gains-of-67-and-121-they-can-still-soar-higher\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/MU\/pressreleases\/2218933\/these-artificial-intelligence-ai-stocks-have-crushed-nvidia-in-2026-with-gains-of-67-and-121-they-can-still-soar-higher\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-30 15:38:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>Lumentum Holdings&#8217; Exponential Growth<\/strong>: Lumentum Holdings has experienced significant growth, attributed to its demand in optical and photonic components essential for AI infrastructure. The company&#8217;s revenue surged by 72% year over year, driven by higher demand in data centers to reduce latency in transmitting large datasets.<\/p>\n<\/li>\n<li>\n<p><strong>Applied Materials&#8217; Accelerating Growth<\/strong>: Applied Materials is benefiting from a robust semiconductor equipment market fueled by AI. The company&#8217;s revenue and earnings increased by 11% and 20% respectively in the Q2 of fiscal 2026, and its guidance indicates a forecasted acceleration in growth, projecting a 23% increase in revenue and earnings growth of 36% for the current quarter.<\/p>\n<\/li>\n<li>\n<p><strong>Nvidia&#8217;s Underperformance in 2026<\/strong>: Despite ongoing quarterly excellence, Nvidia has only seen a 12% stock increase in 2026, lagging far behind the PHLX Semiconductor Sector index\u2019s 74% jump this year. This underperformance seems counterintuitive given its pivotal role in AI hardware.<\/p>\n<\/li>\n<li>\n<p><strong>Market Surge of Lumentum and Applied Materials<\/strong>: Both Lumentum and Applied Materials stocks have seen impressive year-to-date gains in 2026. Lumentum\u2019s stock rose by 121% while Applied Materials\u2019 rose by 67%, driven by the massive investments in AI infrastructure that these companies supply.<\/p>\n<\/li>\n<li>\n<p><strong>Future Upside Potential<\/strong>: Analysts predict substantial growth for both companies in the future. Assuming Lumentum\u2019s valuation drops to 50 times forward earnings and earnings per share rises to $28.12, its stock price could hit $1,406, indicating a potential 64% upside. Similarly, Applied Materials might hit $837, signaling an 86% upside, assuming earnings reach $19.48 and it trades at 43 times earnings.<\/p>\n<\/li>\n<li>\n<p><strong>Market Dynamics and Investment Prospects<\/strong>: Both companies are benefiting from significant market growth trends, with Lumentum&#8217;s components alleviating bottlenecks in AI infrastructure and Applied Materials servicing the booming semiconductor equipment demand. These factors offer a compelling case for continued and future investments, barring individual investment strategy considerations.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and&#8230;<\/p>\n","protected":false},"author":1,"featured_media":222912,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/e1df27af5c1c0d6ba11f638567a4bd99\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f872473%252fcables-plugged-into-servers.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-222911","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/222911"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=222911"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/222911\/revisions"}],"predecessor-version":[{"id":222913,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/222911\/revisions\/222913"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/222912"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=222911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=222911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=222911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}