The Zacks Analyst Blog Highlights NVIDIA,CHAT, AIS, AIQ, QTUM, ROBO and IGPT

For Immediate Release

Chicago, IL – August 28, 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA NVDA, Roundhill Generative AI & Technology ETF CHAT, VistaShares Artificial Intelligence Supercycle ETF AIS, Global X Artificial Intelligence & Technology ETF AIQ, Defiance Quantum ETF QTUM, ROBO Global Robotics & Automation Index ETF ROBO and  Invesco AI and Next Gen Software ETF IGPT

Here are highlights from Friday’s Analyst Blog:

NVIDIA Raises the Bar on AI Growth: ETFs to Benefit

NVIDIA gave a sweet surprise to investors Wednesday, projecting about 70% revenue growth in fiscal 2028. This is well above Wall Street's current forecast of roughly 43% growth and about $570 billion in revenues.

If NVIDIA achieves the projected growth rate, fiscal 2028 revenues could reach roughly $690 billion to $700 billion, exceeding the Zacks Consensus Estimate of $552.90 billion (up 42.33% year over year).

CEO Jensen Huang said the company is heading into an unusually strong year, marking the first time that NVIDIA has offered such an early full-year growth indication, per a Fortune article, as quoted on Yahoo Finance.

For the upcoming quarter, NVIDIA expects revenues between $105.8 billion and $110.1 billion, above the Zacks Consensus Estimate of $102.0 billion. The upbeat outlook helped lift NVIDIA shares about 5% in after-hours trading.

Quarterly Performance Tops Estimates

NVIDIA's latest quarter provided further evidence of robust artificial intelligence (AI) spending. Revenues soared 106% year over year to $96.2 billion, comfortably surpassing the Zacks Consensus Estimate of $91.85 billion. Adjusted earnings came in at $2.22 per share, above management expectations of $2.06-$2.09 as well as the Zacks Consensus Estimate of $2.09.

AI Compute Demand Shows No Signs of Slowing

AI demand is growing much faster as more AI companies, startups and technologies are expanding. NVIDIA said sovereign AI initiatives, neocloud providers, startups and enterprises are all contributing significantly to growth.

This is driving huge investments in AI data centers and computing infrastructure. NVIDIA’s new Vera Rubin platform is designed to meet this rapidly rising demand. NVIDIA also continues to ink deals with companies across the AI ecosystem.

The rapid adoption of agentic AI could further increase computing requirements. The global agentic AI market is estimated at $19.33 billion in 2026 and is projected to reach $205.88 billion by 2033, at a CAGR of 40.2%, per Markets and Markets.

The above data explains why NVIDIA expects demand for computing power to rise significantly. This is especially true given that the amount of compute an AI agent needs is pretty high.

NVIDIA has invested or committed about $50 billion in investments in frontier AI Labs and worked with major financial institutions to channel more than $500 billion toward AI infrastructure.

ETFs to Play

While many investors were cautious about the bubble fear in the AI space, NVIDIA’s earnings should allay some of their fears. The very earnings report, along with hyperscalers’ massive investment boom, shows that the AI boom is here to stay.

NVIDIA's outlook suggests AI infrastructure spending is continuing to accelerate, with no clear signs of a peak yet. Sustained demand across hyperscalers, AI labs, enterprises and other parts of the AI ecosystem thus puts the below-mentioned broad-based AI ETFs in focus.

Roundhill Generative AI & Technology ETF

The Roundhill Generative AI & Technology ETF is an actively managed fund designed to provide exposure to companies involved in the investment theme of artificial intelligence, generative AI and related technologies. The fund charges 75 bps in fees.

VistaShares Artificial Intelligence Supercycle ETF

The VistaShares Artificial Intelligence Supercycle ETF offers investors a strategic avenue to participate in the artificial intelligence Supercycle reshaping industries worldwide. The fund charges 75 bps in fees.

Global X Artificial Intelligence & Technology ETF

The underlying Indxx Artificial Intelligence & Big Data Index is designed to provide exposure to exchange-listed companies in developed markets that are positioned to benefit from the further development and implementation of AI technology, as well as to companies that provide critical technology and services for the analysis of large and complex data sets. The fund charges 68 bps in fees.

Defiance Quantum ETF

The underlying BlueStar Quantum Computing and Machine Learning Index consists of a modified equal-weighted portfolio of the stock of companies whose products or services are predominantly tied to the development of quantum computing and machine learning technology. The fund charges 40 bps in fees.

ROBO Global Robotics & Automation Index ETF

The underlying ROBO Global Robotics and Automation Index measures the performance of companies that derive a portion of revenues and profits from robotics-related or automation-related products or services. The fund charges 95 bps in fees.

Invesco AI and Next Gen Software ETF

The underlying STOXX World AC NexGen Software Development Index comprises companies with significant exposure to technologies or products that contribute to future software development through direct revenues. The fund charges 56 bps in fees.

Boost Your Portfolio with Our Top ETF Insights

Zacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.

Don’t miss out on this valuable resource. It’s free!

Get it now >>

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

[email protected]                                      

https://www.zacks.com                                                 

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

Beyond Nvidia: AI's Second Wave Is Here

The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research