Core Viewpoint - Nvidia Corp reported a fourth-quarter earnings and revenue beat but saw its stock decline by 2.4% to $190, as investors focus on the long-term implications of AI infrastructure on hyperscaler spending and cash flow rather than the company's data center growth and revenue of $68.13 billion [1] Group 1: Earnings and Stock Performance - Nvidia's revenue for the fourth quarter reached $68.13 billion, exceeding expectations [1] - Despite the earnings beat, Nvidia's stock has been volatile, recently trading at $190, down 2.4% [1] - The stock has not surpassed the $200 mark since November, although it remains up 44% year-over-year [2] Group 2: Analyst Reactions - Following the earnings report, 12 analysts raised their price targets for Nvidia, with Melius Research setting a target of $380, which is double the current trading price [2] Group 3: Options Market Activity - Options trading activity has surged, with 924,000 calls and 538,000 puts traded, which is three times the average intraday rate [3] - The most popular options are the weekly 2/27 195- and 200-strike calls, with new positions being opened at the 200-strike [3] - Nvidia's Schaeffer's Volatility Scorecard (SVS) is at 24 out of 100, indicating that the stock has experienced lower volatility than what its options have priced in over the past year, making it a candidate for premium selling [3]

US stock market crashes today: Wall Street turned sharply lower today as the US stock market crash narrative gained traction across trading desks. The The sell-off is broad but not uniform. AI heavyweights like NVIDIA Corporation fell 3.50% to $188.71 on heavy volume of 91 million shares. Meanwhile, speculative names such as Eos Energy Enterprises plunged nearly 40%. At the same time, surged 22%, showing that traders are rotating rather than fully exiting risk.Even as President Trump's "Drill, baby, drill" ...

费城 半导体指数跌超4%。英伟达公布强劲的业绩及指引后仍遇冷跌超4%，拖累半导体板块走低，应用 材料跌超6%，博通、阿斯麦跌超5%，美光科技、英特尔、台积电跌超4%，AMD、安森美半导体跌超 3%。(格隆汇) ...

Core Viewpoint - Nvidia Corporation (NVDA) reported Q4 fiscal 2026 earnings, but the market reaction was muted, indicating investor disappointment not with the earnings report itself but with the overall performance and outlook [1]. Financial Performance - Nvidia's Q4 fiscal 2026 earnings report was released after market hours, but it failed to impress investors, leading to a lack of movement in stock prices [1]. Market Sentiment - The lack of investor enthusiasm suggests that the market was expecting stronger results or guidance from Nvidia, reflecting a broader sentiment of caution among investors in the technology sector [1].

每经AI快讯，2月26日，英伟达股价下跌5%，报185.790美元/股，总市值报4.51万亿美元。 （文章来源：每日经济新闻） ...

Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administration.The effort also pits China hawks on the Hill against Nvidia CEO Jensen Huang, who has repeatedly made the pitch to lawmakers and government official that the more U.S. chips are used in China, the more U.S. companies will be a leader in the space. House Foreign Affairs Committee Chairman Brian Mast, R-Fla., i ...

Michael Burry, the ‘Big Short’ investor who predicted the financial crash of 2008, is not backing down in his criticism of big-tech names, in particular Nvidia (NASDAQ: NVDA).The chipmaker, the stock market veteran argued in a post published on his Substack on February 26, has seen a sharp rise in long-term purchase obligations, which he sees as a potential structural risk.More specifically, reviewing Nvidia’s fiscal 2026 Form 10-K, Burry highlighted that the company’s purchase obligations surged to $95.2 b ...

费城半导体指数跌超4%。英伟达公布强劲的业绩及指引后仍遇冷跌超4%，拖累半导体板块走低，应用 材料跌超6%，博通、阿斯麦跌超5%，美光科技、英特尔、台积电跌超4%，AMD、安森美半导体跌超 3%。(格隆汇) ...

北京时间2月26日晚，美股三大指数开盘涨跌不一，道指涨0.38%，纳指跌0.24%，标普500指数跌0.04%。截至发稿，道指涨0.27%，纳指跌0.84%，标普 500指数跌0.36%。有2712只个股上涨，2381只个股下跌。 英伟达财报再超预期却遇冷淡回应，股价直线跳水，截至发稿，跌幅扩大逾3.6%。 纳斯达克中国金龙指数跌0.85%。 | | IXIC[纳斯达克指数] | | 22955.68 | -0.85% | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 23385 | | | | | | | 1.01% | | 23269 | | | | | | | 0.50% | | 23152 | | | | | | | 0.00% | | 23035 | | | | | | | 0.50% | | 22919 | | | | | | | 1.01% | | 09:30 | 10:30 | 11:30 | 12:30 | 13:30 | 14:30 | 15:30 | | WTI原油一度跌近3%，布伦特原油一度跌超2%。 地缘局势方面， ...

北京时间2月26日晚，美股三大指数开盘涨跌不一，道指涨0.38%，纳指跌0.24%，标普500指数跌0.04%。截至发稿，道指涨0.27%，纳指跌0.84%，标普 500指数跌0.36%。有2712只个股上涨，2381只个股下跌。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯工业 | 纳斯达克指数 | 标普500 | | 49616.92 | 22957.67 | 6921.13 | | +134.77 +0.27% | -194.41 -0.84% | -25.00 -0.36% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 63401.74 | 3883.59 | 7399.32 | | -765.02 - 1.19% - 100.39 - - 2.52% | | -146.23 -1.94% | | 道琼斯期货 | 纳斯达克100期货 | 标普500期货 | | 49710 | 25231.75 | 6938.75 | | +176 +0.36% | -150.25 -0.59% | -21.00 -0.30% | | 全美指数涨跌分布 | | | ...