This Stock Is My Biggest Bet For June

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Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTVandita JadejaMon, June 8, 2026 at 6:25 PM GMT+2 4 min readQuick ReadNVDA hit $82B in Q1 revenue, up 85% YoY, with net income surging 210% and Q2 guidance of $91B that already excludes China.NVIDIA raised its dividend 25-fold, authorized $80B in new buybacks, and returned $20B to shareholders in a single quarter.Jensen Huang sold 438K shares at $182, and a $4.5B China export write-down flags real risk beneath the headline growth numbers.It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)NVIDIA (NASDAQ:NVDA) shares have drawn renewed investor attention following the company's May report, with the chipmaker positioned at the center of an accelerating AI infrastructure cycle that has lifted both order flow and capital returns.The bull case is straightforward. NVIDIA sells the picks and shovels for the largest infrastructure buildout in modern computing, and the order book keeps growing. CEO Jensen Huang called it "the buildout of AI factories, the largest infrastructure expansion in human history, accelerating at extraordinary speed", and the numbers behind that line underscore the scale of demand.The data behind the latest quarterStart with the latest quarter. Q1 FY2027 revenue hit $81.61 billion, up 85.2% YoY, the fourth straight beat. Data Center revenue reached $75.25 billion, up 92% YoY, with networking at $14.8 billion, up 199% YoY. Non-GAAP EPS came in at $1.87. Net income of $58.32 billion grew 210.63% YoY. Free cash flow landed at $48.55 billion in a single three-month window.The forward picture is where the trajectory compounds. Q2 guidance calls for $91 billion in revenue at a 75% non-GAAP gross margin, and that excludes any China data center compute. Look at the trajectory: $46.74B, $57.01B, $68.13B, and $81.61B over four consecutive quarters. That curve is still accelerating.Capital return turned seriousCapital return is the second pillar of the story. The board lifted the quarterly dividend from $0.01 to $0.25 per share. It authorized another $80 billion in buybacks on top of $38.5 billion still unused.SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. Around $20 billion came back to shareholders in Q1 alone, and FY26 returned $41.1 billion. A company funding its own float reduction at this scale, while the business is still compounding, is a rare combination.Terms and Privacy PolicyPrivacy & Cookie SettingsMore Info