The Next Big Ride in Tech Could Start Here

One mobility platform just turned record demand into surging cash flow and a $7 billion buyback, so management is betting big on its own future.

With a dominant position in a massive industry and new monetization levers kicking in, the next phase could be about unlocking scale in ways the market hasn’t fully priced.

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NVIDIA Corp. | NVDA

Price: $182.15

NVIDIA delivered another quarter of staggering growth, with revenue up 122% year over year to $28.1 billion, driven by unrelenting demand for AI accelerators.

Data center sales surged 154%, offsetting a modest 8% decline in gaming revenue. Adjusted EPS came in at $7.12, easily beating the $6.50 estimate, while gross margins hit a record 78.4%.

Management guided for Q3 revenue of $29.5 billion, suggesting momentum is still building despite export restrictions and new competition on the horizon.

With the next generation of GPUs launching this fall and a robust backlog from hyperscalers, NVIDIA is signaling that the AI buildout is far from slowing.

Why it matters: NVIDIA’s dominance in AI hardware is unmatched, and strong forward guidance suggests the growth cycle has legs.

Any pullbacks could be viewed by long-term investors as rare entry points into one of the most profitable tech trends of the decade.

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The Trade Desk Inc. | TTD

Price: $53.18

The Trade Desk posted Q2 revenue of $639 million, up 23% from last year, powered by connected TV and retail media gains.

Adjusted EPS of $0.39 topped estimates by $0.03, while active advertiser growth accelerated.

International markets were a standout, with APAC revenue climbing more than 40% year over year. Looking to Q3, the company sees revenue of $682 million, implying 20% growth.

The rollout of OpenPath continues to expand access to premium CTV inventory, and new AI tools for campaign optimization are drawing interest from major brand advertisers.

Why it matters: The Trade Desk is increasingly positioned as the operating system for programmatic advertising.

With CTV ad spend forecast to surge over the next five years, its early lead in measurement, transparency, and cross-platform execution could deepen its moat and justify premium valuations.

Twilio Inc. | TWLO

Price: $92.44

Twilio’s Q2 results beat expectations, with revenue up 10% year over year to $1.17 billion and adjusted EPS of $0.63 versus the $0.54 consensus.

The Data & Applications segment grew 21%, showing progress in higher-margin software. Management also authorized a $1 billion buyback program, underscoring confidence in cash flow trends.

For Q3, Twilio guided for revenue of $1.19–$1.21 billion and EPS of $0.64–$0.70, ahead of analyst estimates.

Margin expansion of 340 basis points year over year reflects disciplined cost control, while customer retention rates remain above 95%.

Why it matters: Twilio’s pivot toward profitability is gaining traction.

Continued software growth and disciplined capital allocation could help it break out of a multi-year trading range and attract more institutional investors looking for sustainable margins.

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Cisco Systems Inc. | CSCO

Price: $70.69

Cisco reported Q4 revenue of $15.3 billion, flat year over year but above consensus. Adjusted EPS came in at $1.01 versus $0.99 expected.

Secure, Agile Networks revenue dipped 2%, but Security and Observability posted double-digit growth.

The company raised its dividend by 3% and expanded its buyback program by $15 billion. Management forecasts Q1 revenue of $13.9–$14.1 billion, with expectations that supply chain normalization will support stronger product shipments in 2026.

Investments in AI-ready networking and cybersecurity are aimed at higher-margin recurring revenue streams.

Why it matters: Cisco’s transformation into a software-driven, recurring-revenue business is providing resilience against hardware cycles.

Its cash-rich balance sheet and steady capital returns give it defensive appeal in volatile markets while still offering exposure to AI-driven network upgrades.

Uber Technologies Inc. | UBER

Price: $90.58

Uber’s Q2 revenue climbed 17% year over year to $11.4 billion, powered by record trip volumes and sustained growth in both Mobility and Delivery.

Adjusted EBITDA rose 25% to $1.5 billion, while free cash flow reached $1.2 billion. Management announced a $7 billion share repurchase program, its largest ever, reflecting confidence in future earnings power.

Guidance for Q3 calls for adjusted EBITDA of $1.55–$1.65 billion, signaling further operating leverage.

CEO Dara Khosrowshahi pointed to the scaling of ads, memberships, and electric fleet integration as key levers for growth.

New AI-driven demand prediction tools are also expected to enhance driver utilization and customer retention.

Why it matters: Uber is now pairing scale with meaningful shareholder returns, marking a shift from growth-at-all-costs to sustainable profitability.

With exposure to mobility, delivery, and logistics, and multiple monetization layers still ramping, the long-term runway remains substantial.

The standout theme this earnings season is that investors are rewarding companies that deliver growth and capital returns in tandem.

With buybacks and dividends making a comeback across the tech sector, the market’s next winners may be those that can combine expansion with disciplined financial management, which is a recipe that keeps shareholders engaged even when growth slows.

Stat of the Day: $500 billion — the potential combined valuation of Fannie Mae and Freddie Mac if the Trump administration moves ahead with its planned IPOs later this year.