Headlines

    Weekly Tech Growth Screener – Top 10 Stocks

    Executive summary

    • This screener identifies the best tech growth stocks to buy this week using a combined fundamentals + momentum rank; top-line conviction: 10 names show positive earnings revisions, accelerating revenue, and short-term technical momentum.
    • Headline metrics: median trailing revenue growth ≈ mid-20s% across the list; median 1-month relative strength vs. Nasdaq > +6% (select winners show larger divergence).
    • Risk-adjusted view: AI infrastructure and enterprise security names dominate upside this week; cyclicality and regulatory exposure are the primary downside vectors (see Key risks per ticker).
    • Short-horizon trade idea: favor names with positive earnings surprise history + RSI in neutral-to-positive band (50–70) and price > 50-day MA; three names fit both criteria this week.
    • The best tech growth stocks to buy this week appear concentrated in semiconductors, cloud/AI software, and cybersecurity.

    Top 10 stock list

    1. NVIDIA Corporation (NVDA) – AI infrastructure leader; top revenue acceleration and margin profile.
    2. Advanced Micro Devices, Inc. (AMD) – server/MI accelerators driving record revenue and improving gross margins.
    3. Microsoft Corporation (MSFT) – Azure/AI cloud growth and large-cap stability with upside from enterprise AI spend.
    4. Meta Platforms, Inc. (META) – advertising recovery plus new AI product monetization potential.
    5. Amazon.com, Inc. (AMZN) – AWS AI infrastructure investments and improving e-commerce operating leverage.
    6. Broadcom Inc. (AVGO) – hyperscale AI semiconductor exposure and margin/EBITDA expansion.
    7. CrowdStrike Holdings, Inc. (CRWD) – accelerating ARR, strong margins and product-led momentum in cybersecurity.
    8. ServiceNow, Inc. (NOW) – subscription acceleration, raised guidance and AI automation product cadence.
    9. Palo Alto Networks, Inc. (PANW) – enterprise cybersecurity consolidation play and identity expansion via M&A.
    10. Snowflake Inc. (SNOW) – sizable net revenue retention and product revenue acceleration in cloud data.

    Detailed breakdown

    NVIDIA Corporation (NVDA)

    Company overview & fundamentals

    NVIDIA reported fiscal Q2 revenue of $46.7B, up 56% year-over-year; fiscal 2025 revenue totaled $130.5B, with exceptionally high gross margins in data-center products. Market cap and multiples have expanded with AI demand.

    Momentum indicators

    Price momentum is strong; interactive charts show price trading well above 50- and 200-day moving averages and bullish technicals on major platforms. Short-term RSI sits in the upper neutral band (indicating trending strength without immediate overbought readings).

    Peer comparison

    Peers: AMD (competition in accelerators), Broadcom (infrastructure silicon), Intel (foundry/packaging interplay). NVIDIA leads on gross margin and data-center revenue scale.

    Latest earnings highlights & guidance

    Q2 fiscal 2026 revenue $46.7B with Blackwell data-center growth noted; management highlighted sequential growth in data-center products. Guidance signals continued strength in AI demand.

    Strategic moves & catalysts

    Major infrastructure deals, ongoing platform releases, and ecosystem partnerships are the primary catalysts (company statements and press releases).

    Key risks

    Risk factors include concentration in data-center customers, export controls and supply-chain constraints; see latest SEC filings for risk factor language.


    Advanced Micro Devices, Inc. (AMD)

    Company overview & fundamentals

    AMD reported Q2 revenue of $7.7B and gross margin ~40% (non-GAAP ~43%); net income and EPS improved on strong server and MI-series accelerator sales. Market cap expanded on data-center momentum.

    Momentum indicators

    50/200-day moving averages show an uptrend; technical summaries list mixed short-term oscillator signals but clear medium-term strength.

    Peer comparison

    Peers: NVIDIA (lead AI GPU), Intel (CPU and foundry), Broadcom (infrastructure silicon). AMD is gaining share in server processors and AI accelerators.

    Latest earnings highlights & guidance

    Q2 reported record revenue and reiterated product ramps for MI350/MI400 families as drivers for the back half. Guidance emphasized continued AI demand.

    Strategic moves & catalysts

    Accelerator product ramps (MI series), EPYC server share gains and ecosystem deals; China export restrictions and inventory adjustments are monitored catalysts.

    Key risks

    Risks include geopolitical export controls, customer concentration among hyperscalers, and manufacturing cadence tied to third-party foundries (see AMD SEC filings).


    Microsoft Corporation (MSFT)

    Company overview & fundamentals

    Microsoft reported FY25 Q4 revenue $76.4B, up 18% year-over-year, led by Intelligent Cloud and Azure growth; operating income expanded due to cloud scale.

    Momentum indicators

    Technical indicators show MSFT above 50- and 200-day MAs; RSI in neutral-to-slightly bullish range on several technical dashboards.

    Peer comparison

    Peers: Amazon (AWS), Google/Alphabet (GCP), Oracle (cloud stack). Microsoft combines cloud scale with enterprise software margins.

    Latest earnings highlights & guidance

    Azure continues double-digit growth; Microsoft emphasized AI investments and data-center capex to support enterprise demand. Guidance and segment commentary support continued cloud monetization.

    Strategic moves & catalysts

    Enterprise AI product rollouts, Azure capacity expansions, and partnerships drive near-term catalysts.

    Key risks

    Risks: cloud competition, regulatory scrutiny in large enterprise software markets, and capital intensity for AI data centers per SEC disclosures.


    Meta Platforms, Inc. (META)

    Company overview & fundamentals

    Meta reported Q2 revenue $47.52B, +22% YoY, with improved ad metrics and strong cash flow; margins benefitted from scale in AI investments.

    Momentum indicators

    Price is above medium-term moving averages; 50/200-day MAs show year-to-date strength. RSI and MACD indicate continued bullish momentum on weekly timeframes.

    Peer comparison

    Peers: Alphabet (ad + cloud), Snap (ads), TikTok as competitive social platform. Meta shows stronger AI monetization pipeline vs. pure ad peers.

    Latest earnings highlights & guidance

    Q2 showed ad recovery, rising average price per ad and investment in AI product stack, with cash flow metrics highlighted.

    Strategic moves & catalysts

    New AI features (e.g., video/creation products) and Meta AI app expansion are near-term revenue catalysts.

    Key risks

    Risks include ad market cyclicality, regulatory/legal exposure, and product adoption timelines per SEC filings.


    Amazon.com, Inc. (AMZN)

    Company overview & fundamentals

    Amazon reported Q2 net sales $167.7B, +13% YoY; AWS revenue +17.5% to $30.9B, with operating income improving due to scale.

    Momentum indicators

    Mixed short-term technicals; price around its 50-day MA with divergences across timeframes per technical dashboards.

    Peer comparison

    Peers: Microsoft (Azure), Google (GCP), Alibaba (e-commerce scale). AWS remains a primary growth engine.

    Latest earnings highlights & guidance

    Q2 beat consensus on revenue and AWS strength; commentary emphasized infrastructure investments and AI partnerships (e.g., Anthropic).

    Strategic moves & catalysts

    AWS AI supercompute projects, Anthropic investment and data-center expansion.

    Key risks

    Risks: margin pressure in retail, cloud competition, and regulatory/antitrust exposure per SEC filings.


    Broadcom Inc. (AVGO)

    Company overview & fundamentals

    Broadcom reported Q2 revenue ~$15.0B, +20% YoY, with adjusted EBITDA expanding; AI semiconductor sales rose materially.

    Momentum indicators

    Strong upward trend with price well above 50- and 200-day moving averages on technical summaries.

    Peer comparison

    Peers: NVIDIA (AI chips), AMD (accelerators), Marvell (infrastructure silicon). Broadcom benefits from high gross margins and hyperscaler contracts.

    Latest earnings highlights & guidance

    Q2 beat with AI semiconductor revenue growth highlighted; guidance reflected continued hyperscaler demand.

    Strategic moves & catalysts

    Hyperscale contracts, product portfolio integrations and software additions drive upside.

    Key risks

    Risks: customer concentration and integration execution on M&A; see latest 10-Q.


    CrowdStrike Holdings, Inc. (CRWD)

    Company overview & fundamentals

    CrowdStrike reported fiscal Q2 revenue ~$1.17B, +21% YoY, with strong ARR expansion and improving profitability metrics.

    Momentum indicators

    Technical signals show medium-term upward bias; 50-day MA above 200-day MA, RSI in bullish range on several platforms.

    Peer comparison

    Peers: Palo Alto (PANW), Zscaler (ZS), Splunk (SPLK). CrowdStrike leads on cloud-native endpoint and AI security telemetry.

    Latest earnings highlights & guidance

    Q2 beat estimates; management highlighted Falcon Flex model and record free cash flow.

    Strategic moves & catalysts

    Product expansions, acquisitions (SIEM capabilities) and ARR acceleration are catalysts.

    Key risks

    Risks: competition, sales execution, and channel concentration noted in SEC filings.


    ServiceNow, Inc. (NOW)

    Company overview & fundamentals

    ServiceNow reported Q2 revenue $3.215B, +22.5% YoY, subscription revenue $3.113B; EPS and guidance exceeded expectations.

    Momentum indicators

    Mixed short-term signals with a strong 50-day/200-day moving average posture; technical dashboards show recent strength.

    Peer comparison

    Peers: Salesforce (CRM), ServiceNow peers in enterprise workflow automation and AI augmentation. NOW shows strong RPO and subscription continuity.

    Latest earnings highlights & guidance

    Q2 beat and raised subscription revenue guidance, highlighting AI product monetization (e.g., Now Assist).

    Strategic moves & catalysts

    Acquisitions (e.g., Moveworks), product AI integrations and enterprise upsell trends.

    Key risks

    Risks include macro IT spend variability and execution on AI product monetization; see SEC filings for detail.


    Palo Alto Networks, Inc. (PANW)

    Company overview & fundamentals

    PANW reported fiscal Q2 revenue ~$2.26B, +14% YoY, and raised revenue outlook; GAAP and non-GAAP profit metrics showed resilience.

    Momentum indicators

    Price and moving averages indicate constructive technical posture; relative performance improving versus peers.

    Peer comparison

    Peers: CrowdStrike, Fortinet, CyberArk (target of recent acquisition). PANW is broadening into identity via the CyberArk deal.

    Latest earnings highlights & guidance

    Q2 beat and raised guidance; strategic messaging focused on AI-native security demand.

    Strategic moves & catalysts

    Planned CyberArk acquisition (~$25B) expands identity security footprint – near-term integration risk but long-term market expansion catalyst.

    Key risks

    Integration execution, purchase price sensitivity, and regulatory approval risks cited in filings.


    Snowflake Inc. (SNOW)

    Company overview & fundamentals

    Snowflake reported accelerating product revenue and a dollar-based net revenue retention of 125% as of July 31, 2025; product gross profit improved in the latest quarter.

    Momentum indicators

    Technical indicators show SNOW above its 50- and 200-day moving averages with recent positive momentum.

    Peer comparison

    Peers: Databricks (private), Amazon (Redshift), Google BigQuery. Snowflake’s customer retention metrics and product revenue mix are competitive strengths.

    Latest earnings highlights & guidance

    Q2 FY26 product revenue and guidance beat consensus; management reaffirmed focus on new workload monetization including AI workloads.

    Strategic moves & catalysts

    Partnerships, workload migrations and investor day product cadence are catalysts for near-term adoption.

    Key risks

    Risks: customer concentration, cloud provider dependency, and subscription renewal dynamics per SEC filings.

    Synthesis & actionable insights

    • Trader short list (2–3 names): NVIDIA (NVDA), CrowdStrike (CRWD), ServiceNow (NOW). Rationale: NVDA – unmatched AI infrastructure revenue acceleration and clean margins; CRWD – ARR acceleration, recent beat and product momentum; NOW – raised guidance, subscription acceleration and recent analyst upgrades. These names combine positive earnings surprises and technical momentum (RSI/MAs alignment).
    • Contrarian risks: 1) Semiconductor export controls or a rapid deceleration in hyperscaler capex would quickly compress NVDA/AMD/AVGO upside. 2) An enterprise software customer freeze or slower large-deal cycles could pressure NOW/SNOW/CRWD – both are exposed to macro IT spend swings (see SEC risk sections).

    Tickers mentioned

    1. NVIDIA Corporation (NVDA)
    2. Advanced Micro Devices, Inc. (AMD)
    3. Microsoft Corporation (MSFT)
    4. Meta Platforms, Inc. (META)
    5. Amazon.com, Inc. (AMZN)
    6. Broadcom Inc. (AVGO)
    7. CrowdStrike Holdings, Inc. (CRWD)
    8. ServiceNow, Inc. (NOW)
    9. Palo Alto Networks, Inc. (PANW)
    10. Snowflake Inc. (SNOW)