Nvidia Corporation ( NVDA ) is at the center of the AI boom and has been so since the beginning. As such, the performance of the company and of its shares acts as a sort of bellwether forI've been in the investing world for over 10 years at this point. My interests in writing on Seeking Alpha center around both the larger purview of macroeconomic themes, as well as around microeconomic issues regarding specific companies. In that way, my writing is very opportunistic, just like my investing. My goal, first ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Akamai Guardicore Segmentation and NVIDIA BlueField integration ends the long-standing trade-off between advanced security and system performance for energy, manufacturing, and transportation sectorsCAMBRIDGE, Mass., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) has announced a new solution powered by NVIDIA to protect most vital systems from increasingly sophisticated cyberattacks. By combining Akamai Guardicore Segmentation software with NVIDIA BlueField Data Processing Units (DPU), the companie ...

投行最新调研显示，AI算力基础设施中的网络与光学互连仍是系统扩展的关键瓶颈，相关厂商有望在 收入与利润端持续受益。 迈威尔科技方面，团队称，谷歌(GOOG.US,GOOGL.US)的1.6T DSP需求预计将全部由迈威尔供应，在 800G DSP领域，迈威尔份额约70%，博通占余下30%。迈威尔被认为在1.6T TIA性能及新型封装架构方 面具备优势。此外，分析师指出，Celestial AI被视为迈威尔更广泛战略的一部分，旨在更有力地与博通 竞争，打造一站式的ASIC全栈设计合作能力。 MACOM Technology Solutions方面，渠道信息显示，公司在1.6T光电探测器(PD)领域持续提升市占率。 1.6T PD单价约2.5-3美元，显著高于800G PD的0.5-0.6美元。Evercore预计，麦康有望拿下50-60%的1.6T 模块市场，其余份额由博通、GCS及SiFotonics等厂商分享。 智通财经APP获悉，Evercore表示，其针对AI工程师开展的渠道调研结果，对英伟达(NVDA.US)、博通 (AVGO.US)、Astera Labs(ALAB.US)、迈威尔科技(MRVL.U ...

The US Dollar ended the week with a modest rebound as the Supreme Court ruled 6-3 against President Donald Trump's use of emergency tariffs. However, Trump is unwilling to let the matter go without a fight, and he's deploying a temporary 10% tariff under Section 122. His act ensures trade frictions remain a feature of the market and supports the dollar.Rate‑cut odds for March fell further, and June probabilities were pared back, but not enough to constitute a full repricing. The Dollar took its cue from thi ...

Why is Nvidia stock soaring before Q4 earnings? Here's $65.9B reason - Invezz# Why is Nvidia stock soaring before Q4 earnings? Here's $65.9B reason[Artificial intelligence]Author[Devesh Kumar]Feb 23, 2026, 15:34 PM- Guidance may matter more than the headline beat.- Blackwell demand anchors hyperscaler AI spending.- Analysts see Nvidia Q4 revenue topping $65 billion.Nvidia stock (NASDAQ: NVDA) ticked higher on Monday as Wall Street headed into the chipmaker's Feb. 25 earnings report with expectations already ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Frontera's Colombian portfolio comprises 17 exploration and production blocks, including the Quifa and Cubiro fields. The company reported average annual production of 38,934 barrels of oil equivalent per day at the end of the third quarter last year. Reporting by Nelson Bocanegra and Marianna Parraga; Editing by Hugh Lawson Our Standards: The Thomson Reuters Trust Principles., opens new tab C ...

Nvidia heads into results week with the numbers almost certain to impress. The question is whether that still moves the stock Proactive uses images sourced from Shutterstock Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reports fourth-quarter results on Tuesday after the US market closes, and Wedbush Securities has a pointed question heading into the numbers: When will investor sentiment actually shift? The US broker maintains its outperform rating and $230 price target, against a current share price of around $19 ...

Welcome back to opening bell. Joining me right now, Kenny Pulary, partner and chief market strategist at Slate Stone Wealth. Good morning to you.We were talking about some of the uncertainties this morning, whether it's tariffs or Iran, and we have big earnings including Nvidia this week. Some of your thoughts about the market action ahead for this week. >> Look, I think it's clearly going to be focused on Nvidia. That's going to be what drives it.I don't care what you say. You're going to get Home Depot. Y ...

Core Insights - NVIDIA Corporation (NVDA) is expected to report strong fourth-quarter fiscal 2026 earnings on February 25, driven by its leadership in artificial intelligence (AI) computing and high-performance datacenter GPUs [1][10] Financial Expectations - Fourth-quarter fiscal 2026 revenues are anticipated to reach approximately $65 billion, reflecting a 66.7% year-over-year increase and a 15% sequential rise [2] - The consensus estimate for fourth-quarter earnings is set at $1.52, indicating a year-over-year surge of 70.8% and a sequential growth of 16.9% [3] Datacenter Growth - NVIDIA's datacenter business has been a significant growth driver, with revenues in the third quarter of fiscal 2026 increasing by 66% year-over-year and 25% sequentially to $51.22 billion [4] - The Zacks Consensus Estimate for datacenter revenues in Q4 is projected at $58.72 billion, representing a 65% year-over-year increase and a 14.6% sequential rise [5] AI Demand and Market Trends - The rise of generative AI is creating a substantial demand for high-performance computing power across various industries, including healthcare, automotive, and manufacturing [7][9] - The global generative AI market is projected to grow to $1,260.15 billion by 2034, with a compound annual growth rate (CAGR) of 29.3% [8] Chip Technology - NVIDIA's latest chip designs, including Hopper, Ampere, and Blackwell, are integral to many AI applications, supporting major tech companies like Microsoft, Amazon, and Google [6]