Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon, ranking five chip stocks by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. NVIDIA tops the list after guiding $91 billion next quarter at 75% gross margins, with Q1 FY27 revenue up 85.23% year over year to $81.615 billion and Data Center revenue up 92% to $75.246 billion. AMD ranks second with Q2 2026 revenue up 50.1% to $11.536 billion and Data Center revenue doubling to $6.718 billion, while ASML raised FY2026 guidance to €43-45 billion in revenue. Lam Research surged 82.26% year to date on five straight earnings beats, and Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth despite a handset revenue decline of 20% year over year.
