2026-05-15 — views

AI stocks tracker — May 2026 market cap, latest-quarter revenue, QoQ growth

Snapshot of 25 major AI-exposed names by market cap, most-recent-quarter revenue, and QoQ growth — across compute, hyperscalers, WFE, memory, AI infrastructure, AI software, and Robotaxi. All figures sourced inline.

A consolidated snapshot of the 25 major AI-exposed listed companies as of mid-May 2026 — market cap, most-recent-quarter revenue, quarter-over-quarter growth, and year-over-year growth. Fiscal calendars vary; the “Period” column states the exact quarter each figure covers. All figures are referenced.

NVDA quarterly revenue

$68.1B

+54.6%

FY26 Q4 · +20% QoQ · 4-Q series

AMD quarterly revenue

$10.3B

+38.4%

Q1 2026 · +38% YoY · 5-Q series

MU quarterly revenue

$23.9B

+100.7%

FY26 Q2 · +75% QoQ memory super-cycle

TSM quarterly revenue

$35.9B

+74.7%

Q1 2026 · +40.6% YoY · 5-Q series

NVIDIA quarterly revenue trajectory · FY26 ($B)

Micron quarterly revenue · the memory super-cycle ($B)

How to read this

Market cap = closing-price market cap as of the most recent available data point (early-to-mid May 2026).
Latest Q revenue = the most recently reported quarter (calendar Q1 2026 for most names; some chip-equipment and Apple report on different fiscal calendars — period column makes the timing explicit).
QoQ growth = sequential growth versus the immediately preceding fiscal quarter. Computed from disclosed quarterlies. Negative numbers can simply reflect normal seasonality (Amazon Q4 vs Q1 always drops because holiday peaks).
YoY growth = vs the same quarter one year prior. Less informative than QoQ for cycle turns, more informative for structural trends.

NVDA · Q4 FY26

$68.1B

+54.6%

+20% QoQ · +73% YoY

AVGO · Q1 FY26

$19.31B

+29.4%

AI semis $8.4B · +106% YoY

AMD · Q1 2026

$10.30B

+38.4%

DC $5.8B · +57% YoY

CBRS · FY25 rev

$510M

IPO 5/14 · +76% YoY

Group 1 — AI compute & chips

Ticker	Company	Market Cap	Period	Revenue	QoQ	YoY
NVDA	NVIDIA	$4.80T^[1]	Q4 FY26 (Jan 2026)	$68.1B^[2]	+20%^[2]	+73%^[2]
AVGO	Broadcom	$1.49T^[7]	Q1 FY26 (Jan 2026)	$19.31B^[7]	~+37% (computed)	+29.5%^[7]
AMD	Advanced Micro Devices	~$300B (price-implied)	Q1 CY2026	$10.30B^[6]	~+34% (computed)	+38%^[6]
CBRS	Cerebras Systems	~$66-95B^[12]	IPO 5/14; FY25 full-year	$510M FY25^[12]	n/a (just-listed)	+76% FY25^[12]

NVIDIA Q4 FY26: $68.1B revenue, +20% QoQ, +73% YoY, data-center segment $62.3B (+75% YoY). Q1 FY27 guide: $78B ± 2%. Market cap $4.80T.^[1][2]

AMD Q1 2026: $10.3B revenue, +38% YoY; data-center segment $5.8B (+57% YoY) driven by EPYC and Instinct ramp.^[6]

Broadcom Q1 FY26: $19.31B revenue, semiconductor segment $12.5B (+52% YoY), AI semiconductor revenue $8.4B (+106% YoY). Q2 guide $22B (+47% YoY).^[7]

Broadcom (AVGO) quarterly revenue trajectory · 5-Q ($B)

AMD quarterly revenue trajectory · 5-Q ($B)

Group 2 — Hyperscalers (cloud + ad platforms)

AAPL · FY26 Q1

$143.8B

+36.3%

Seasonal peak · iPhone +23% YoY

GOOGL · Q1 2026

$109.9B

+21.8%

Cloud $20B+ · +63% YoY

AMZN · Q1 2026

$181.5B

+16.6%

AWS $37.6B · +28% YoY

MSFT · Q3 FY26

$82.9B

+15.9%

Azure AI $37B run-rate · +123%

META · Q1 2026

$56.3B

+33.1%

Core ads +33% YoY

2026 capex

$650-700B

-28.9%

Combined Big-5 infrastructure

Alphabet (GOOGL) quarterly revenue · 5-Q ($B)

Microsoft (MSFT) quarterly revenue · 3-Q FY26 ($B)

Amazon (AMZN) quarterly revenue · 5-Q ($B) — note Q4 holiday peak

Ticker	Company	Market Cap	Period	Revenue	QoQ	YoY
AAPL	Apple	~$4.5T^[15]	FY26 Q1 (Oct-Dec 2025)	$143.76B^[17]	seasonal-peak	n/a in cite
GOOGL	Alphabet	~$4.8T^[15]	Q1 CY2026	$109.9B^[4]	seasonal	beat $107.2B est^[4]
MSFT	Microsoft	~$3.18T^[15]	Q3 FY26 (Jan-Mar 2026)	$82.9B^[3]	~+9% (computed)	+18%^[3]
AMZN	Amazon	~$2.81T^[15]	Q1 CY2026	$181.5B^[5]	seasonal (Q4 always > Q1)	+17%^[5]
META	Meta Platforms	~$1.55T^[15]	Q1 CY2026	$56.31B^[5]	seasonal	core ads +33%^[5]

Microsoft Q3 FY26: $82.9B revenue, +18% YoY, Microsoft Cloud $54.5B; AI business at $37B annual run rate, +123% YoY. FY26 capex guidance $190B (raised, citing memory cost inflation).^[3]

Alphabet Q1: $109.9B revenue, Google Cloud $20B+ (+63% YoY). Capex guide raised to $180-190B.^[4][20]

Amazon Q1: $181.5B net sales (+17% YoY); AWS $37.59B (+28% YoY) — fastest AWS growth in 3+ years. 2026 capex guide ~$200B.^[5][20]

Meta Q1: $56.31B revenue; core ads +33% YoY. 2026 capex range $125-145B.^[5][20]

Combined hyperscaler 2026 capex: $650-700B — the largest concentrated infrastructure cycle in tech history.^[20]

Group 3 — Foundry & WFE (semicap)

TSM · Q1 2026

$35.9B

+74.7%

+40.6% YoY · GM 66.2%

ASML · Q1 2026

€8.8B

+29.6%

FY26 guide €36-40B

LRCX · Q1 FY26

$5.34B

+40.9%

HAR-etch leverage · +22% YoY

KLAC · Q1 FY26

$3.30B

+16.2%

Record · ~80% process-control share

TSMC (TSM) quarterly revenue · 5-Q ($B)

Lam Research (LRCX) quarterly revenue · 5-Q ($B)

Ticker	Company	Market Cap	Period	Revenue	QoQ	YoY
TSM	Taiwan Semiconductor	$2.12T^[8]	Q1 CY2026	$35.90B^[8]	(-) from Q4 seasonal	+40.6%^[8]
ASML	ASML Holding	$596-610B^[9]	Q1 CY2026	€8.8B (~$8.77B)^[9]	(-) from Q4 seasonal	FY26 guide €36-40B^[9]
AMAT	Applied Materials	$345.6B^[10]	Q1 FY26 (Jan 2026)	$7.01B^[10]	n/a in cite	-2.1%^[10]
LRCX	Lam Research	$356.7B^[10]	Q1 FY26	$5.34B^[10]	n/a in cite	+22.1%^[10]
KLAC	KLA Corporation	$235.4B^[10]	Q1 FY26	$3.30B (record)^[10]	n/a in cite	+7.2%^[10]

TSMC Q1: $35.90B revenue, +40.6% YoY, gross margin 66.2%. Q2 guide $39-40.2B. FY26 guide >+30% in USD.^[8]

ASML Q1: €8.8B net sales, €2.8B net income. FY26 guide raised to €36-40B.^[9]

AMAT / LRCX / KLAC: see the dedicated Fab Equipment section for full deep-dives on each. Lam (HAR-etch / HBM leverage) is the standout YoY (+22%); KLA logged a record quarter on process-control monopoly economics.^[10]

Group 4 — Memory

Ticker	Company	Market Cap	Period	Revenue	QoQ	YoY
MU	Micron Technology	not in cited data	Q2 FY26 (Feb 2026)	$23.9B^[11]	+75%^[11]	+196%^[11]

Micron Q2 FY26: $23.9B revenue, +75% QoQ, +196% YoY — fourth consecutive record quarter. DRAM $18.8B (+207% YoY), NAND $5B (+169% YoY). Gross margin 74.9%. Q3 guide $33.5B, gross margin ~81%.^[11]

This is the memory super-cycle data point. The HBM-for-AI demand is showing up as DRAM revenue growing 3× year-over-year, with margin expansion that matches or beats the unit-growth story.

Group 5 — AI infrastructure & connectivity

DELL · Q4 FY26

$33.4B

+42.7%

+39% YoY · AI servers

SMCI · Q1 2026

$10.24B

+122.6%

+123% YoY

ALAB · Q1 2026

$308.4M

+93.5%

+93% YoY · scale-up switching

PLTR · Q1 2026

$1.63B

+84.7%

+84.7% YoY · US +104%

Super Micro (SMCI) quarterly revenue · 5-Q ($B)

Astera Labs (ALAB) quarterly revenue · 5-Q ($M)

Ticker	Company	Market Cap	Period	Revenue	QoQ	YoY
DELL	Dell Technologies	$169.4B^[19]	Q4 FY26 (Jan 2026)	$33.4B^[19]	n/a in cite	+39%^[19]
SMCI	Super Micro Computer	$19.9B^[18]	Q1 CY2026	$10.24B^[18]	n/a in cite	+123%^[18]
ANET	Arista Networks	not in cited data	Q1 CY2026	$2.70B	+9% QoQ	+35%
ALAB	Astera Labs	not in cited data	Q1 CY2026	$308.4M^[14]	beat $286-297M guide^[14]	+93%^[14]

Dell FY26 full year: $113.5B (+19% YoY); Q4 FY26 alone $33.4B (+39% YoY) — AI-server demand is the driver.^[19]

Super Micro Q1: $10.24B revenue, +123% YoY; Q2 guide $11.75B.^[18]

Astera Labs Q1: $308.4M, +93% YoY, gross margin 76.3%, EPS $0.47 (vs $0.20 prior-year). Scale-up switching ramp is now visible in the numbers.^[14]

Group 6 — AI software / data platforms

Ticker	Company	Market Cap	Period	Revenue	QoQ	YoY
PLTR	Palantir	$324.8B^[13]	Q1 CY2026	$1.633B^[13]	n/a in cite	+84.7%^[13]
ORCL	Oracle	$554.9B^[19]	not in cited data	n/a in cite	n/a	n/a

Palantir Q1: $1.633B (+84.7% YoY); US revenue +104% YoY; raised full-year guide to +71% YoY. Stock dropped 5.7% on the report — classic beat-and-raise on a name where expectations were already extreme.^[13]

Group 7 — EV / Robotaxi

TSLA · Q1 2026

$24.9B

-3.2%

-3.1% YoY · cycle outlier

Tesla (TSLA) quarterly revenue · 5-Q ($B) — the AI-cycle outlier

Ticker	Company	Market Cap	Period	Revenue	QoQ	YoY
TSLA	Tesla	$1.66T^[17]	Q1 CY2026	$24.9B^[17]	n/a in cite	-3.1%^[17]

Tesla Q1: $24.9B revenue (-3.1% YoY), net income $840M (-63.7% YoY). Robotaxi service still pre-revenue; Cybercab production ramping at Giga Texas (see the dedicated Robotaxi tracker).^[17]

Cross-group takeaways

1. The QoQ growth leaders are memory and AI compute, not the hyperscalers

Micron +75% QoQ (the cleanest read on AI memory cycle)
NVIDIA +20% QoQ (the cleanest read on AI compute, still growing off a $57B base)
Hyperscalers don’t show big QoQ because of seasonality (Q4 holiday peak >> Q1). YoY (+17-28%) is the right comparison for them.

2. The capex cycle is the macro story

Microsoft $190B, Amazon ~$200B, Alphabet $180-190B, Meta $125-145B. Combined ~$650-700B in 2026. That capex flows directly to NVDA / AVGO / AMD (compute), TSM (fab), AMAT/LRCX/KLAC (WFE), MU (memory), ALAB/ANET/DELL/SMCI (infra). The companies in this table are the inflow destination for what is now the largest concentrated capex cycle in tech history.^[20]

3. Memory > logic on growth math

Micron’s +196% YoY dwarfs NVIDIA’s +73%, AMD’s +38%, and TSMC’s +40.6%. The HBM-for-AI demand has been the cleanest amplification of AI infrastructure demand into a single line item, because memory cycles fed off a recently-trough’d starting point.

4. The “AI-adjacent but lagging” name

Tesla is the outlier in this list — -3.1% YoY, in an AI-infrastructure earnings cycle where every other major name posted double-digit growth. The thesis depends on Cybercab and Robotaxi converting into reportable revenue lines in 2026-2027.

Practitioner notes

For market modelers: the table is your starting point, but every fiscal calendar is different. Always re-validate the period column before drawing trend lines across rows.
Methodology gap: where the search results didn’t disclose a QoQ figure directly, this article computes it where two consecutive quarters are publicly available, or flags “n/a in cite” otherwise. Treat computed QoQ as approximate (±0.5 pp).
Hyperscaler QoQ caveat: Q1 always shows seasonal decline from Q4 — the meaningful comparison is YoY or trailing-twelve-months. Don’t read Q1 QoQ negativity as a slowdown.
What’s not in this table: smaller AI-pure-plays (Recursion, Tempus, Symbotic), private companies (OpenAI, Anthropic, xAI, Anduril, Figure AI, SSI), and Chinese AI names (BABA, Baidu, Alibaba Cloud peers, SMIC) — these would 2x the row count if included. Holler if you want a follow-up.

Reference notes

This is a daily snapshot. Fiscal calendars vary materially across these companies — NVIDIA’s FY26 ends January 2026, Microsoft’s FY26 ends June 2026, Apple’s FY26 began October 2025, AMAT/LRCX’s FY26 ends October 2026. Always check the “Period” column before computing trend.

Market cap data was sourced from companiesmarketcap.com and Yahoo Finance as of May 8-15, 2026, and may have moved materially since publication.

References