Nvidia CEO Jensen Huang Suggests AI Spending Could Surge to 34 Trillion Surpassing Current Forecasts VNT Q1 2026 Earnings EPS Slightly Misses Estimates Shares Rise on Strategic Progress NDAQ Q1 2026 Earnings EPS Beats Estimates by 111 Revenue Not Disclosed Shares Edge Higher Northrop Grumman NOC Q1 2026 Earnings Defense Contractor Beats EPS Estimates Amid Steady Demand DV Q1 2026 Earnings EPS Misses Estimates by 32 Stock Gains 149 Microsoft MSFT Among Top Holdings in Graham Stephans Portfolio as Cloud Revenue Surges