The amount of money companies are investing in their artificial intelligence (AI) efforts is truly mind-boggling. Given that many experts believe this technology will unleash productivity gains like the world has never seen before, it makes sense why executive teams are going all in. No one wants to get left behind. From an investing perspective, the course of action is crystal clear. Investors should look to allocate capital behind this powerful secular trend. To do that, here's the best AI exchange-trade ...

Goldman Sachs didn’t revamp Nvidia’s (NVDA) stock price target post-earnings, but it bumped something else that matters just as much. After another blowout quarter with its Q4 earnings on Feb. 25, the AI bellwether cleared yet another high bar. However, the big bank’s analysts reiterated a buy rating while keeping their $250 price target intact. Goldman did, however, raise its earnings estimates by nearly 2% on average and said its 2026 projections are hovering well above Wall Street expectations. Sinc ...

SANTA ROSA, Calif.--(BUSINESS WIRE)--Joint demonstration at MWC 2026 streamlines data collection, AI and machine learning training, and benchmarking for AI-driven RAN modules. ...

An analyst sees a "surprisingly good entry point†for Nvidia investors given the stock's recent sluggish performance. ...

英伟达创始人兼首席执行官黄仁勋表示，人工智能重塑了计算模式，正推动史上最大规模的计算基础设 施建设，此次与两大企业的合作，将助力英伟达研发更尖端的硅光技术，推动AI基础设施实现前所未 有的规模、速度和能效突破，打造千兆瓦级下一代AI算力工厂。 英伟达(NVDA.US)涨超2%报181.18美元。消息上，英伟达宣布与光通信领域两大领军企业Lumentum、 Coherent达成多年期战略合作，分别向两家公司各投资20亿美元，总计斥资40亿美元加码先进光学技术 研发与制造，全力推动下一代AI基础设施的规模化建设，进一步夯实其在AI和加速计算领域的全球领 先地位。 ...

Group 1 - Fourth quarter earnings for the S&P 500 are tracking a 14.2% growth rate, marking the fifth consecutive quarter of double-digit earnings growth [1] - Nvidia's earnings report highlighted strong demand for AI chips, which is a significant part of the investments being made by major tech companies in AI [2] - Notable companies reporting earnings this week include Salesforce, Home Depot, and Lowe's, indicating a diverse range of sectors contributing to the overall earnings landscape [2] Group 2 - Upcoming earnings reports will include a mix of retail companies such as Target Corporation, as well as tech firms like CrowdStrike, Broadcom, Costco, and Alibaba Group, which will provide further insights into the quarter's performance [3]

US stock market crash today shook Wall Street as investors reacted instantly to escalating tensions in the Middle East. The Rising oil prices triggered the selloff. Brent crude jumped as much as 13% intraday, briefly crossing $82 per barrel before easing below $80. West Texas Intermediate (WTI) crude surged around 8% near $73. Higher gas prices feed directly into consumer inflation. Higher inflation forces the Federal Reserve to keep interest rates elevated longer. Higher rates crush corporate earnings, sq ...

证 券 研 究 报 告 行业周报 AMD拿下Meta订单，英伟达业绩超预期 AI算力行业周报 投资评级： （ ） 报告日期： 推荐 维持 2026年03月02日 ◼ 分析师：吕卓阳 ◼ SAC编号：S1050523060001 投 资 要 点 英伟达公布2026财年第四季度及财年财报 英伟达公布截至2026年1月25日的第四季度创纪录收入681亿美元，环比增长20%，同比增长73%。2026 财年收入为2159亿美元，同比增长65%。本季度，GAAP和非GAAP毛利率分别为75.0%和75.2%。2026 财年，GAAP和非GAAP毛利率分别为71.1%和71.3%。本季度，GAAP和非GAAP稀释每股收益分别为1.76 美元和1.62美元。2026财年，GAAP和非GAAP稀释每股收益分别为4.90美元和4.77美元。其中，数据中心 第四季度收入创纪录地达到623亿美元，环比增长22%，同比增长75%，主要由加速计算和人工智能推动。 英伟达对2027财年第一季度提出展望：预计收入为780亿美元，预计GAAP和非GAAP毛利率分别为74.9% 和75.0%。我们认为英伟达业绩超预期+ GTC大会临近，海外算力 ...

Nvidia will invest $2 billion in each company and secure optical networking capacity as it builds out AI infrastructure, sending Coherent and Lumentum shares higher. ...

AI is reshaping everything.We’re still giving away 10 $NVDAx.Tell us how AI has changed you ↓Kraken (@krakenfx):🎁 Own a $NVDAx on us.Ahead of NVIDIA earnings, we’re giving 10 winners 1 $NVDAx each — with @xStocksFi.To enter:▪️ Follow @krakenfx + @xStocksFi▪️ Repost▪️ Comment: How has AI changed you?Panel selected. Closes in 7 days. https://t.co/uQCyK6M3gJ ...