Nvidia’s Networking Chief just revealed where he is convinced the next AI fortune could be made. 

And here’s the best part… You don’t need to be a PhD, a Silicon Valley insider, or have millions of dollars in seed capital.

Gilad Shainer, Senior Vice President of Networking at NVIDIA, says: “A growing portion of the billions spent on AI [will land here].”

Jensen Huang, the CEO of Nvidia, agrees, calling it: “foundational to scaling AI.” 

Yet, these tech titans aren’t talking about AI chips, chatbots, or anything like that. It’s a hidden AI play few are noticing, one that’s quietly becoming one of the fastest-growing cash streams in America today.

We just recorded a video on exactly where Nvidia’s Networking Chief says billions could flow next…

Warning: if you’re only focusing on chips and chatbot stocks, you will miss this entirely.

P.S. Nvidia just announced it will spend $500 billion over the next 

4 years…But a massive chunk of that cash is headed somewhere surprising.

It’s not AI chips, chatbots, or anything similar. Yet Nvidia’s own Networking Chief says fortunes could be made here. Click here to watch the full story now.

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Further Reading from MarketBeat.com

Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying Window

Authored by Dan Schmidt. Publication Date: 2/4/2026. 

Summary

• European tech giant NXP Semiconductor reported earnings on Monday, and the stock dropped 5% despite an EPS and revenue beat.
• Underlying metrics show that inventory has been slow to move, and the company’s gross margin growth is slowing.
• NXP has several catalysts in the pipeline for 2026, but will require outstanding execution and a return of vehicle sales growth to realize them.

A Dutch semiconductor company reported strong Q4 2025 earnings early this week, but it’s not the name most investors think of first. ASML Holdings NV (NASDAQ: ASML) often dominates headlines because of its near-monopoly on extreme ultraviolet (EUV) systems, but NXP Semiconductors NV (NASDAQ: NXPI) is also one to watch given AI-driven developments in its automotive and industrial businesses.

Despite topping expectations on both revenue and earnings, NXPI shares fell nearly 5% the next session. Is that decline a buying opportunity or an early sign of weakness for 2026? The answer lies in the details: what the earnings report revealed, what the market punished, and how NXP plans to get back to growth this year.

Q4 and Full-Year 2025 Results Show Pockets of Strength with Concerning Metrics

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NXPI reported Q4 2025 earnings on Feb. 2, beating analyst estimates for both EPS ($3.35 versus $3.31 expected) and revenue ($3.34 billion versus $3.30 billion expected). Q4 revenue rose 7% year-over-year, and management guided Q1 revenue to $3.15 billion, an 11% increase from the prior year.

Although the headline numbers were solid, some underlying metrics raise concern. A 57.4% gross margin, while high relative to most stock sectors, represents a slowdown for NXP, which has historically outperformed peers such as Texas Instruments Inc. (NASDAQ: TXN) and STMicroelectronics NV (NYSE: STM). The margin ticked up only slightly from the prior period, and it could face further pressure if inventory levels do not normalize.

The company reported Days of Inventory Outstanding of 154 days, indicating how long it takes to turn product into sales. That figure is nearly a month longer than the five-year average, suggesting NXP is producing chips faster than it is selling them. Any sales slowdown could further compress gross margins — a key reason analysts at Truist and Bank of America trimmed their price targets the day after the earnings release.

Outlook for 2026 Boosted by Edge AI Despite Earnings Headwinds

Margin pressure is a legitimate concern, but NXP has several potential catalysts in 2026 that could revive sales and margin expansion. The automotive business remained resilient in Q4, and the industrial segment showed strong momentum, with revenue up 24% year-over-year. Automotive is still the core of NXP’s business, and that’s where the company’s Edge AI strategy is most developed.

NXP calls its Edge AI approach “Physical AI” to emphasize processing at the device level rather than relying on cloud data centers. Cloud-centric AI can suffer latency that’s unacceptable for applications such as robotics and autonomous vehicles, where milliseconds matter. By putting inference and decision-making on-device, NXP aims to deliver real-time responses based on local sensor input.

The company is pursuing this through two main platforms: the eIQ Agentic Framework and the S32N7 processor.

• eIQ Agentic AI Framework – Launched last month, this platform acts as the device’s “brain.” Unlike current large language models such as ChatGPT that require a prompt, these agents use local sensors to trigger actions without explicit user input, improving response speed and allowing multiple models (for example, vision and audio) to run concurrently. The sensors also serve as guardrails to reduce the risk of malicious or surreptitious prompts.
• S32N7 Processor – The S32N7 is the hardware centerpiece designed to consolidate dozens of electronic control units (ECUs) into a central domain controller. By reducing wiring and electronic complexity, NXP says these processors can cut system costs by up to 20%.

NXP currently trades at about 21 times forward earnings and yields roughly 1.84% with a 50% payout ratio, placing it toward the value end of the semiconductor group. If NXP can successfully deploy its Edge AI offerings and vehicle demand rebounds, the current valuation could look increasingly attractive to tech investors.

Post-Earnings Drop Has NXPI Stock at Key Technical Level

The stock sold off after the earnings release and now sits near a key short-term technical level that could dictate the next trend. The recent decline pushed shares below the 50-day simple moving average (SMA), which had acted as support since late November.

Shares briefly dipped below the 200-day SMA before recovering to close above the session open, though they were still down more than 5% on the day. The 200-day line is now a critical area to monitor: if it holds, the stock could consolidate and attract buyers ahead of a move higher.

If the 200-day SMA breaks, downside risk increases materially, especially since the Relative Strength Index (RSI) remains well above the oversold threshold, suggesting there may be more room to fall before a capitulation-style rebound.

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