Zacks.com announced its Analyst Blog list of featured stocks, including Credo Technology Group Holding Ltd and NVIDIA Corp., both of which have benefited from growth across different layers of the AI ecosystem. Credo’s revenues reached $479 million in the fiscal first quarter of 2027, up 114.7% year over year and 9.6% sequentially, according to its Sept. 1 press release, with management expecting $525-$535 million in the fiscal second quarter of 2027, implying roughly 10.6% sequential growth from the midpoint. Credo’s non-GAAP net income jumped 140% year over year to $236.3 million in the fiscal first quarter. According to NVIDIA’s Aug. 26 press release, total revenues reached $96.2 billion in the fiscal second quarter of 2027, up 106% year over year and 18% sequentially, while Data Center revenues rose 117% year over year and 18% sequentially to $89 billion. NVIDIA’s non-GAAP gross margin rose to 75% from 72.5% a year earlier, and it projects fiscal third-quarter 2027 revenues of $108 billion, plus or minus 2%, up 12% sequentially from the midpoint. The Vera Rubin platform is in full production.