Core Insights - Nvidia is expected to report $65.9 billion in revenue for the fourth fiscal quarter, with adjusted earnings projected to rise to $1.53 per share [1] - Wall Street is showing skepticism towards AI spending, with concerns about a potential bubble, as evidenced by Peter Thiel selling his entire $100 million stake in Nvidia [2] - Nvidia's spending levels have raised concerns, with a potential investment in OpenAI being reduced from $100 billion to $30 billion [3] Company Performance - Nvidia's stock has increased by 3.65% in 2026, despite many institutional investors rotating out of tech stocks [3] - The stock traded at $195.68 shortly before the earnings report, marking a 1.53% increase around 11 a.m. ET [5] - Nvidia became the first company to surpass a $5 trillion market value in November [5] Wall Street Expectations - Wall Street anticipates Nvidia's profit for the quarter ending in January to surge over 62%, although this represents a slowdown from the previous quarter's 65.3% growth [6]
Nvidia to report earnings on Feb. 25. How to tune in to the call.
Yahoo Finance·2026-02-25 17:03