On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said he is staying long on NVIDIA Corporation (NASDAQ:NVDA).



After the closing bell on Wednesday, Nvidia reported better-than-expected first-quarter financial results and issued strong revenue guidance for the second quarter. Nvidia reported first-quarter revenue of $81.615 billion, up 85% year-over-year. The revenue figure beat the Street consensus estimate of $78.796 billion, according to Benzinga Pro data. The company reported earnings per share of $1.87, beating a Street consensus estimate of $1.76.



Jim Lebenthal, partner at Cerity Partners, picked Delta Air Lines, Inc. (NYSE:DAL).



Supporting his view, Bernstein analyst David Vernon, on May 11, maintained an Outperform rating on Delta Air Lines and raised the price target from $81 to $88.



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Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, recommended Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG).



Lending support to his choice, Wells Fargo analyst Ken Gawrelski, on Wednesday, maintained Alphabet with an Overweight rating and boosted the price target from $427 to $435.



Joseph M. Terranova, senior managing director for Virtus Investment Partners, named The Goldman Sachs Group, Inc. (NYSE:GS) as his final trade.



On April 13, the firm posted first-quarter earnings of $17.55 per share. It beat the analyst consensus estimate of $16.30 per share. Goldman Sachs also reported quarterly sales of $17.227 billion, which beat the analyst consensus estimate of $16.970 billion.



Price Action:



<ul>
<li>Nvidia shares gained 1.3% to close at $223.47 on Wednesday.</li>



<li>Delta Air jumped 9.4% to settle at $74.12 during the session.</li>



<li>Alphabet shares gained 0.3% to close at $388.91 on Wednesday.</li>



<li>Goldman Sachs shares rose 5.8% to close at $982.12.</li>
</ul>



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Nvidia Q1 results are in — revenue of $81.6bn (+85% YoY), adj. EPS (+140% YoY), and data center revenue of $75.2bn (92% of total) all beat estimates. Q2 guidance came in at $91bn, excluding China data center revenue. The board also authorized an additional $80bn buyback and raised the dividend 24x. All upside on paper — yet the stock swung lower by more than 3% in after-hours before turning positive. The market has grown accustomed to Nvidia beating by a wide margin; a 3.1% beat this time around was seen as underwhelming. Add in repricing noise from a revised reporting framework, and sentiment is clearly divided at a ~$6tn market cap. Are you backing Nvidia to keep its crown — or calling a pullback from the top?

Nvidia Q1 results are in — revenue of $81.6bn (+85% YoY), adj. EPS (+140% YoY), and data center revenue of $75.2bn (92% of total) all beat estimates. Q2 guidance came in at $91bn, excluding China data center revenue. The board also authorized an additional $80bn buyback and raised the dividend 24x. All upside on paper — yet the stock swung lower by more than 3% in after-hours before turning positive. The market has grown accustomed to Nvidia beating by a wide margin; a 3.1% beat this time around was seen as underwhelming. Add in repricing noise from a revised reporting framework, and sentiment is clearly divided at a ~$6tn market cap. Are you backing Nvidia to keep its crown — or calling a pullback from the top?

Nvidia Beats Estimates — But the Market Isn't Buying It?

NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Beats Every Line Yet Stock Wobbles?

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On CNBC's 'Final Trades', Joshua Brown recommends Nvidia after strong Q1 results, with revenue up 85% year-over-year. Jim Lebenthal picks Delta Air Lines, supported by an upgraded price target from Bernstein. Stephen Weiss favors Alphabet, backed by Wells Fargo's Overweight rating. Joseph Terranova selects Goldman Sachs, which also reported better-than-expected earnings. Nvidia shares rose 1.3%, Delta Air jumped 9.4%, Alphabet gained 0.3%, and Goldman Sachs increased by 5.8%.

- Nvidia Corporation reported first-quarter revenue of $81.615 billion, exceeding expectations with an 85% year-over-year increase, and issued strong guidance for the second quarter.  
- Delta Air Lines received an Outperform rating from Bernstein, resulting in a price target increase from $81 to $88, while Alphabet Inc. saw a boost in its price target from $427 to $435 by Wells Fargo.  
- Goldman Sachs also beat earnings estimates, reporting $17.55 per share and $17.227 billion in quarterly sales, contributing to significant gains in share prices across all discussed companies.

Nvidia, Alphabet, Delta Air And A Financial Stock On CNBC's 'Final Trades'