Q1: 2026-05-07 Earnings Summary

EPS of $0.45 misses by $0.03

 | Revenue of $356.29M (22.85% Y/Y) beats by $6.14M

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EXCLUSIVE: As the Supreme Court weighs access to the abortion pill mifepristone, EveryLife founder and CEO Sarah Gabel Seifert says women are not being told the full truth about pregnancy and motherhood.

Seifert, whose pro-life diaper company launched a new “ReThink Pregnancy” campaign ahead of Mother’s Day, told FOX Business in an exclusive on-camera interview that the abortion pill debate reflects a broader cultural message shaping how women view pregnancy.

“I would say one of the biggest lies that women are told is that they should completely fear pregnancy,” Seifert said.

She argued that young women are increasingly being taught to see pregnancy as something to avoid rather than understand.

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EveryLife founder and CEO Sarah Gabel Seifert holds her daughter in a promotional image provided by the company. (Courtesy of EveryLife / Unknown)

“It’s so unfortunate that today culture is telling women that pregnancy and motherhood is something to run away from, to avoid,” she said.

Her comments come as the high court considers whether to allow restrictions on mifepristone to remain in place after a lower court ruling reinstated an in-person dispensing requirement for the drug.

Seifert criticized how abortion pills are being discussed and distributed, particularly when used without direct medical oversight.

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Participants hold “Make More Babies” signs during a pro-life demonstration in Washington, D.C., with the U.S. Capitol in the background. (Courtesy of EveryLife / Unknown)

“It’s really unfortunate what’s happening with the abortion pill debate right now, because what’s happened for young people today is that they’re being told that this medication is acceptable to take in your home alone without seeking medical advice and going to see a doctor to confirm with an ultrasound that you do indeed have a viable pregnancy,” Seifert said.

She added that such situations can leave women vulnerable.

“If we actually cared about women and their health, then we would not be wanting to put them in such a vulnerable state,” she said. “And so the more that we can be fighting against the abortion pill being distributed, especially via mail, the better off women are going to be and the better off our society is going to be.”

Recent filings before the Supreme Court have raised similar concerns. In an amicus brief led by Republican lawmakers, including Sen. Bill Cassidy and House Speaker Mike Johnson, more than 100 lawmakers argued that expanded access to mifepristone by mail has increased the risk of coercion and reduced medical oversight.

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EveryLife diapers are shown packaged for distribution. The company says it provides baby products to families and supports pregnancy resource centers nationwide. (Courtesy of EveryLife / Unknown)

The brief cites alleged cases in which women were pressured or unknowingly given abortion pills obtained online, arguing that in-person requirements could help prevent abuse and better protect patients. Lawmakers are urging the Supreme Court to reinstate in-person dispensing requirements while the case proceeds.

Seifert framed her argument as part of a larger cultural shift, saying messaging around pregnancy, marriage and family has long-term consequences.

“When we have fear, that is the leading message to young women today around getting married, around having children, it’s going to cause a culture to not prioritize the things that actually leave a legacy here in this world,” she said.

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EveryLife diapers and wipes are displayed as part of the company’s direct-to-consumer product line. (Courtesy of EveryLife / Unknown)

EveryLife, which Seifert founded in 2023, sells diapers and baby products directly to consumers and supports pregnancy resource centers nationwide by providing essential supplies to families in need. The company has also donated millions of diapers to those centers, according to Seifert.

Seifert said her campaign aims to counter that narrative by encouraging women to see pregnancy differently.

“For so long, culture has said that pregnancy is something to fear. It’s something to avoid. It’s something that will cause a setback in your life,” she said. “And what we’re saying at EveryLife and AAPLOG is quite the opposite. That pregnancy is a blessing, that it is a benefit to your body, and that it’s something to embrace and something to get excited for.”

She described motherhood as a uniquely important role.

“The reality is I can be replaced, you could be replaced. Women can be replaced in the workforce at any moment in time,” Seifert said. “But the one role that is irreplaceable is being a mother.”

Seifert also characterized pregnancy as an empowering experience.

“What we’re saying at EveryLife is that we should embrace that reality because I believe that pregnancy and being a mother is our superpower,” she said. “Women and mothers are superheroes.”

The ReThink Pregnancy campaign, launched in partnership with the American Association of Pro-Life Obstetricians and Gynecologists, highlights scientific and personal perspectives about pregnancy that organizers say are often missing from mainstream discussions.

Seifert said the campaign also seeks to reframe common perceptions about pregnancy-related changes.

“If we actually realize that what’s happening is our brain is rewiring, that our brain is actually enlarging in a lot of ways to be able to take on more empathy, to be able to take more responsibilities for this new child that is growing in our womb, we begin to see it as a blessing,” she said.

Seifert said she believes declining birthrates are another reason the conversation matters.

“We need to see more children in the United States of America,” she said. “I know we’re about to celebrate 250 years as a country and I want to see another 250 years.”

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Asked what she would say to a woman afraid of becoming a mother, Seifert said she would encourage her to examine that fear.

“When you really start to think about fear and you assess where it’s coming from, you start to realize that when you’re in fear, it’s hard to see right from wrong,” she said.

She closed with a message to mothers.

“Life is a gift. Being a mother is one of the greatest roles in the entire world,” Seifert said. “A lot of times, it goes unseen. But I do hope today that every mother out there listening feels loved, feels seen, and knows that the work that they’re doing is so vital.”

NEW YORK — As the artificial intelligence boom reshapes the semiconductor industry in 2026, investors face a clear choice between NVIDIA Corp. and Intel Corp.: the undisputed leader in AI accelerators versus a struggling giant attempting a high-stakes turnaround. While both companies are central to the future of computing, NVIDIA remains the overwhelming favorite among analysts for its explosive growth, dominant market position and proven ability to monetize the AI supercycle, making it the stronger buy for most portfolios this year.

NVIDIA shares have continued their remarkable run, recently trading near $215 after multiple splits and years of outsized gains. The company’s data-center revenue, powered by its H100, H200 and Blackwell GPUs, has more than doubled year-over-year, with gross margins staying exceptionally high. Analysts project NVIDIA could generate well over $100 billion in revenue in fiscal 2026, driven by insatiable demand for AI training and inference chips from hyperscalers and enterprises alike.

Intel, by contrast, has shown signs of life with recent rallies but continues to lag far behind. Shares have been volatile around the $120–$125 level after a sharp recovery from multi-year lows. The company is investing billions in new process technologies and its foundry business, but execution delays, lost CPU market share and slower AI accelerator progress have kept investors cautious. First-quarter results showed improvement, yet Intel still trails NVIDIA dramatically in the high-growth AI segment.

NVIDIA’s Dominance in AI Infrastructure

NVIDIA’s moat in AI is formidable. Its CUDA software platform creates massive switching costs, while its full-stack offerings — chips, networking, software and systems — give it an edge competitors struggle to match. CEO Jensen Huang has described the current era as the “AI industrial revolution,” with data-center revenue expected to remain the primary growth engine for years. Analysts at firms like Goldman Sachs and Piper Sandler have raised price targets, citing sustained capital expenditure by cloud providers and broadening AI adoption across industries.

The company’s recent Blackwell architecture launch has generated strong pre-orders, and supply constraints continue to support premium pricing. NVIDIA’s diversification into automotive, robotics and professional visualization provides additional stability, but AI remains the clear focus. Forward growth estimates remain robust, with many analysts forecasting 40%+ annual revenue increases through the end of the decade.

Intel’s Turnaround Efforts Face Steep Challenges

Intel is attempting one of the most ambitious corporate repositionings in tech history. Under CEO Pat Gelsinger, the company has split into product and foundry units, secured CHIPS Act funding and invested heavily in new fabs. Recent Gaudi 3 AI accelerators have shown promise on cost-per-performance metrics, and the 18A process node is expected to enter production later this year.

However, Intel continues to lose ground in both traditional CPUs and the exploding AI market. Market share erosion to AMD and NVIDIA has pressured margins, and the foundry business is still burning cash as it ramps. While some analysts see long-term potential if execution improves, most view Intel as a higher-risk recovery story compared with NVIDIA’s proven momentum.

Direct Comparison: Growth, Valuation and Risks

NVIDIA trades at a premium valuation but justifies it with superior growth rates and market leadership. Intel appears cheaper on traditional metrics yet carries higher execution risk and slower near-term growth. Analysts generally favor NVIDIA for its clearer path to sustained high-teens or low-20s percentage earnings growth, while Intel is seen as a value play that could deliver strong returns only if its turnaround succeeds.

Both companies face macroeconomic and geopolitical risks, including potential AI spending slowdowns, trade tensions and energy costs for data centers. NVIDIA’s customer concentration with a handful of hyperscalers is a notable risk, though its technology lead mitigates this. Intel’s heavy capital expenditure and slower AI progress make it more vulnerable to near-term disappointment.

Analyst Consensus and Investor Considerations

Wall Street remains overwhelmingly bullish on NVIDIA, with nearly all major firms rating it Buy or Strong Buy. Intel receives more mixed views, with some analysts seeing recovery potential and others remaining skeptical. For growth-oriented investors, NVIDIA offers purer exposure to the AI megatrend. For value-focused or contrarian investors, Intel may appeal as a deeply discounted turnaround candidate, though with considerably higher risk.

Long-term, both companies are expected to benefit from the broader AI wave, but NVIDIA’s first-mover advantage and ecosystem lock-in give it a structural edge. Investors should consider portfolio allocation, risk tolerance and time horizon. Those seeking high-beta AI exposure will lean heavily toward NVIDIA, while more conservative accounts may prefer a smaller position in Intel as a diversified semiconductor holding.

Broader Market Context

The semiconductor sector in 2026 continues to be defined by the AI buildout. NVIDIA’s performance has become a bellwether for the entire industry, with its results often moving the Nasdaq and influencing sentiment toward peers. Intel’s turnaround is closely watched as a test of whether legacy U.S. chipmakers can successfully compete in the new AI era.

For individual investors, the choice between the two comes down to conviction in the pace and breadth of AI adoption. If the current momentum persists, NVIDIA appears best positioned to deliver superior returns. Intel offers a higher-risk, higher-reward recovery story that could pay off handsomely if management hits key milestones.

As 2026 progresses, quarterly results from both companies will be scrutinized for signs of sustained AI demand and execution progress. NVIDIA’s ability to maintain its leadership and Intel’s success in narrowing the gap will shape the semiconductor landscape for years to come. For now, the consensus among analysts and investors favors NVIDIA as the clearer and lower-risk way to participate in the AI revolution.