The article focuses on SpaceX and NVIDIA, which received buy ratings from analysts among GAFAM and peers. SpaceX has seen rapid growth in Starlink subscribers, while NVIDIA's latest results exceeded market expectations for both revenue and profit.
Diamond Zai highlighted SpaceX and NVIDIA as the 2 stocks among 9 major US companies that received buy ratings from analysts. SpaceX was added as a newly listed company, increasing its profile within the group.
SpaceX's Starlink satellite communications service doubled its subscriber base from 6 million to 12 million in 1 year. Communications revenue rose 65.8% year on year in the April-June 2026 quarter, while revenue from its AI-related business also expanded.
NVIDIA's revenue in the May-July quarter was $96.22 billion and earnings per share were $2.22, exceeding market expectations. The company maintained a gross margin of 75% and issued an aggressive outlook calling for full-year revenue for the fiscal year ending January 2028 to rise approximately 70%.
As demand for AI expands, next-generation AI platforms such as Vera Rubin are reportedly entering mass production, renewing attention on the GAFAM and peer group, including SpaceX and NVIDIA. In terms of share-price performance, MSFT has remained firm, while some of the other stocks have at times fallen below their levels 3 months earlier.