Both Teradyne and Palantir exceeded expectations, with Teradyne’s stock up and Palantir’s stock also rising on the quarter’s strength.

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The results were strong enough to lift Teradyne’s stock, with shares rising about 13% on the news.

Teradyne’s major customer includes Taiwan Semiconductor Manufacturing, which indirectly links Nvidia into Teradyne’s ecosystem through its chip manufacturing relationships.

Disclosures note that Beth McKenna holds Nvidia stock and The Motley Fool has positions in Nvidia, Palantir, Taiwan Semiconductor, and Teradyne.

Teradyne posted a robust fourth quarter with revenue rising 44% year over year to $1.08 billion and adjusted earnings per share up 89% to $1.80, driven by demand for AI-related chip-testing equipment.

Taiwan Semiconductor Manufacturing is a key Teradyne customer, reinforcing the Nvidia connection through the broader AI chip supply chain.

Nvidia is set to report fiscal Q4 and full-year 2026 results on February 25, with guidance indicating roughly $65 billion in revenue and $1.50 in adjusted EPS, and an earnings call slated for 5:00 PM ET.

Palantir’s results benefited from incorporating Nvidia GPUs and related technology into its AI-driven platform, underscoring Nvidia’s role in enterprise AI deployments.

Palantir reported strong Q4 results with revenue up 70% year over year to $1.41 billion, and adjusted EPS up 79% to $0.25, with 2026 revenue guidance pointing to about 61% annual growth.