NVIDIA Corporation (NVDA Quick QuoteNVDA - Free Report) is the worldwide leader in visual computing technologies and the inventor of the graphic processing unit, or GPU. NVIDIA is gaining from strong growth of artificial intelligence, high-performance computing and accelerated computing, which is boosting its Compute & Networking revenues. A surge in Hyperscale demand and a solid uptake of artificial intelligence-based smart cockpit infotainment solutions are acting as tailwinds. Collaboration with Mercedes-Benz and Audi is likely to advance its presence in autonomous vehicles and other automotive electronics space. We expect its revenues to grow at a CAGR of 28.3% through fiscal 2023-2025.NVIDIA’s expected earnings growth rate for next year is in double digits. The Zacks Consensus Estimate for current-year earnings has improved recently. NVIDIA is a cash rich company with a strong balance sheet. The company’s accelerated revenue growth along with improving operating efficiency is bringing in higher cash flows.

Caterpillar (CAT Quick QuoteCAT - Free Report) known for its iconic yellow machines, is the largest global construction and mining equipment manufacturer. Caterpillar’s revenues and earnings has grown year over year for nine straight quarters thanks to its cost-saving actions, strong end-market demand and pricing actions that offset the impact of the supply chain snarls and cost pressures. We expect the company’s adjusted earnings per share for 2023 to grow by double digits and revenues are predicted to rise also. The Construction Industries segment is expected to benefit from the rising construction activities in the United States and other parts of the world. Backed by demand for commodities fueled by the energy-transition trend, a thriving mining sector will aid the Resource Industries segment. Its dividend yield and payout ratio are higher than its peers. A strong liquidity position, investments in expanding services and digital initiatives will help Caterpillar deliver outsized returns.