NVIDIA And 2 Growth Stocks To Watch

Recent commentary from Jefferies economist Thomas Simons points to sticky inflation and a Federal Reserve that may keep lifting interest rates beyond October. In a world where borrowing costs stay higher for longer, businesses that can still grow profits at a healthy clip and keep their balance sheets in solid shape draw extra attention. This article walks through three such high potential US stocks highlighted by a growth and financial strength screener.

The three stocks highlighted here offer a compelling starting point if you want exposure to companies aiming for healthy earnings growth with relatively robust balance sheets. However, if you want the pick of this theme, these 87 best high growth potential stocks are the best of the best.

NVIDIA (NVDA)

NVIDIA is best known for its graphics chips, but the real link to the Healthy high growth potential theme comes from its Compute & Networking arm, which supplies AI data center infrastructure and accounts for about US$275.4b of revenue, alongside US$27.6b from Graphics, with the business valued around US$5,170.6b by market cap.

NVIDIA’s AI data center engine is at the heart of why analysts group it in this Healthy high growth potential theme, as its chips and software have become core infrastructure for large scale machine learning projects.

"$400b annual revenue assumes Nvidia continues to be dominant in GPU design and AI software stack. Successful competition from AMD, Intel, or a Chinese firm could undermine this."

What matters most now is how one largely unseen pressure shapes the balance between that demand story and future profitability.

That unseen pressure is exactly what the full narrative for NVIDIA unpacks, revealing how Nvidia’s AI engine could accelerate, stall, or be masked by old assumptions about chip cycles.

MP Materials (MP)

MP Materials gives this screener real-world exposure to the rare earths that power electric vehicles and clean energy hardware, since its mine and magnet output link directly into those supply chains and underpin the case for faster earnings growth.

MP Materials runs the Mountain Pass rare earth mine and processing facility and a Magnetics arm making NdPr metal and NdFeB magnets, with Materials generating about US$286 million and Magnetics about US$79 million in revenue, and the business valued around US$7.2b by market cap.

"The company is expanding its vertically integrated processing and magnet manufacturing capacity with the "10X" plant and a modular recycling facility. Together with significant CapEx support from Apple and the DoD, this strategy aims to capture more value-added margins and potentially improve net profit and operating leverage as they ramp downstream operations."

What really moves the needle for MP Materials is how one unresolved piece of this growth buildout ultimately filters through to future margins.

That hinge point is exactly what the full narrative for MP Materials lays out, showing how MP Materials’ downstream build could accelerate, stall, or quietly reshape its earnings mix.

Cerebras Systems (CBRS)

Cerebras Systems builds AI infrastructure around its wafer-scale engine and full-rack compute platform, tying directly into the Healthy high growth potential theme by targeting training and inference for large models. The business currently reports around US$680.7 million from Semiconductors and carries a market value near US$30.2b.

Cerebras Systems matters for this screen because its wafer-scale AI racks are built for the kind of heavy Generative AI workloads that could support high earnings growth if execution keeps pace with demand.

"In late 2025, Cerebras signed a transformative Master Relationship Agreement with OpenAI; OpenAI is contractually bound to procure 750 megawatts of inference capacity through 2028, backed by a $1.0 billion working capital loan to fund Cerebras's manufacturing scale-up."

What could reshape the Cerebras Systems story now is how one concentrated source of future demand ultimately feeds through to margins and earnings quality.

That concentration risk cuts both ways, and the full narrative for Cerebras Systems shows how Cerebras Systems could turn that demand into accelerating earnings quality while managing the downside.

Seeking Fresh Alternatives Right Now?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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