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]

The opportunity exists because U.S. export policy has quietly changed. Nvidia's H200 shipments to China and Macau are no longer under automatic denial, but instead subject to case-by-case review — reopening the door to future sales.Billions In Revenue Waiting On ApprovalSur said China remains a major source of demand, even as shipments remain in limbo. The firm estimates that each 100,000-unit shipment could drive about $3 billion in revenue, highlighting how approvals could translate into meaningful financ ...

Core Viewpoint - The U.S. export policy has shifted, allowing Nvidia's H200 shipments to China and Macau to be reviewed on a case-by-case basis, potentially increasing future sales opportunities [1] Group 1: Revenue Potential - China remains a significant source of demand for Nvidia, with each 100,000-unit shipment estimated to generate approximately $3 billion in revenue, indicating substantial financial upside if export approvals are granted [2] - The demand for AI compute in China is strong, and any easing of export approvals could quickly convert this demand into revenue [2] Group 2: Backlog and Demand - Nvidia currently has a backlog exceeding $500 billion, driven by robust global demand and significant investments in AI infrastructure from hyperscalers [3] - The company is expected to report another strong quarter, supported by increasing Blackwell shipments and favorable pricing [3] Group 3: Growth Opportunities - Even without the Chinese market, demand continues to exceed supply; however, accelerated export approvals could provide an additional growth lever for Nvidia [4] - The potential revenue tied to export decisions positions China as a wildcard that could significantly enhance Nvidia's growth trajectory [4]

The U.S. stock market opened with a cautious tone on Monday, February 23, 2026, as investors grappled with a rapidly shifting trade policy landscape and heightened geopolitical risks. Following a volatile but ultimately positive finish to the previous week, major indexes showed signs of consolidation in early trading. The market's primary focus remains the fallout from a landmark Supreme Court ruling regarding presidential tariff authority and the anticipation of a high-stakes earnings report from the world ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Baird upgraded Henry Schein (HSIC) to Outperform from Neutral with a price target of $100, up from $78. The firm believes the bias across its dental names remains to the upside.UBS upgraded BlackRock (BLK) to Buy from Neutral with a $1,280 price target. The upgrade is supported by strong Q4 results, positive comme ...

So there you have it. Kevin Hanks is with me live at the CBOE. It's the pre-bell playbook.And as we talked about the Supreme Court um turning down and and saying that it was unlawful what the president was doing, he has alternatives and such. And Scott Besson said we will collect the same amount of revenues this year. Um doing it in other ways.What the tariff uncertainty is a wild card for the market. Right. >> Absolutely.You know, I I was frankly Nicole surprised at the market reaction on Friday. The marke ...

When you see the stock of the company at the epicenter of the AI boom trading at super-low valuations, it's cause to sit up in your seat. That's where I am on Nvidia (NVDA) ahead of its much-anticipated earnings report on Wednesday. Call it a state of pre-earnings shock. At less than 24 times estimated forward earnings, Nvidia is trading not far from its lowest price-to-earnings (P/E) multiple in five years. It's also well below its five-year average of roughly 38 times. And as they say in showbiz: But ...

Moderna (NASDAQ: MRNA) became a household name during the coronavirus pandemic. There's a good reason for that: Its mRNA technology enabled the rapid development of a vaccine. The financial benefit of that success for Moderna was huge, but what comes next? Moderna hits a home run The onset of the COVID-19 pandemic was a global event and a material shock to the world's healthcare system. Moderna used its mRNA technology to help develop a vaccine in record time. The company's reward was a massive revenue sp ...