Group 1 - The 2025 Q4 earnings cycle is concluding, with most S&P 500 companies reporting strong growth and many exceeding expectations [1][2] - NVIDIA is set to report its earnings this week, marking a significant event in the Q4 cycle, as it is a late reporter and highly anticipated by investors [2][6] - Earnings and revenue estimates for NVIDIA's upcoming quarter have shown positive growth rates of 70% and 67% respectively since late November 2025 [2][3] Group 2 - The Zacks Consensus Estimate for NVIDIA's Data Center revenue stands at $58.7 billion, indicating a year-over-year growth rate of 65% [4] - The growth in NVIDIA's Data Center segment has been remarkable, as illustrated by its quarterly sales performance [4][6] - Overall, estimates for NVIDIA remain bullish, with expectations of significant growth continuing in the Data Center sector [3][6]

电子周观点 存储涨价持续，关注英伟达3月GTC大会亮点。近期英伟达首席执行官黄仁勋在接受媒体采访时表示， 在3月16日GTC2026大会上，英伟达将在会上揭晓"世界前所未见"的全新芯片。黄仁勋表示，这些全新 芯片的研发极具挑战，所有技术都已逼近极限，但有英伟达和SK海力士内存工程师组成的技术团队， 没有什么是不可能的。研判大概率出自两大芯片系列：一是Rubin系列的衍生产品，该系列已于2026年 CES大会上亮相，包含6款全新设计芯片，目前已全面量产；二是下一代Feynman系列芯片，该系列被 称为"革命性"产品，英伟达正探索以SRAM为核心的广泛集成，或通过3D堆叠技术整合LPUs。此外， GTC2026英伟达将全方位展示从GPU、CPU、网络、软件到数据中心的全新系统级AI基础设施，建议关 注新技术创新方向。模型在不断升级，2月21日，谷歌发布了新一代模型-Gemini3.1Pro，推理能力、 SVG生成与多模态表现全面升级，在性能、成本与生成质量之间取得罕见平衡。这次升级最核心的变 化，在于推理与复杂任务表现。根据公开基准测试数据，Gemini3.1Pro在多项高难度测试中的表现明显 优于Gemini3 ...

Market Overview - Wall Street stocks experienced a significant decline, with all three major U.S. stock indexes falling more than 1% due to fears surrounding artificial intelligence disruption and the fallout from a recent U.S. Supreme Court ruling [1] - Financial stocks dropped by 3.3%, while software-related firms saw a decline of 4.3% amid ongoing concerns about AI-related disruptions [2] Supreme Court Ruling Impact - The U.S. Supreme Court ruled 6-3 that former President Trump overstepped his authority by enacting tariffs under an economic emergency law, which has led to increased market volatility and uncertainty regarding trade policies [4] - Trump's response included a threat of a 15% temporary tariff on all imports, despite existing trade agreements with several U.S. partners [4] Investor Sentiment - Investor sentiment is characterized by a "sell first, assess later" approach, reflecting concerns about the costs and potential disruptions caused by AI technology [4] - The combination of geopolitical tensions, tariff uncertainties, and AI displacement is prompting a broad reassessment of risk among investors [6] Earnings Season Insights - The fourth-quarter earnings season is nearing completion, with 73% of companies that have reported beating expectations, leading to an aggregate year-on-year S&P 500 earnings growth forecast of 13.9%, up from an earlier forecast of 8.9% [9] - Notable companies expected to report earnings include Nvidia, Home Depot, Lowe's, Salesforce, and Universal Health Services [8] Sector Performance - Among the 11 major sectors of the S&P 500, financials suffered the largest percentage decline, while consumer staples showed resilience [10] - The healthcare index advanced by 1.2%, driven by a 4.9% gain in Eli Lilly following positive performance compared to a rival's obesity drug [10] Stock Movements - Domino's Pizza shares rose by 4.1% after reporting better-than-expected fourth-quarter same-store sales [10] - PayPal's stock jumped by 5.8% amid reports of takeover interest [11]

Core Viewpoint - The Chinese AI startup DeepSeek has reportedly trained its latest AI model on Nvidia's most advanced AI chip, the Blackwell, which may violate U.S. export controls [1][2]. Group 1: Company Information - DeepSeek's new AI model is expected to be released as soon as next week [1]. - The U.S. government believes that DeepSeek may attempt to remove technical indicators that could reveal its use of American AI chips [2]. - The U.S. policy emphasizes that Blackwell chips are not being shipped to China, indicating that DeepSeek's possession of these chips could represent a violation of export controls [2][4]. Group 2: Industry Context - The situation could further complicate discussions among Washington policymakers regarding Chinese access to advanced American AI semiconductor technology [3]. - The Chinese embassy in Washington has expressed opposition to the politicization of economic and technological issues, criticizing the expansive use of export controls [2].

Core Viewpoint - Analysts expect Nvidia to report strong fourth-quarter results, with revenue projected to reach $65.64 billion, significantly up from $39.33 billion in the same quarter last year [2]. Earnings Estimates - Nvidia is anticipated to report fourth-quarter earnings per share of $1.50, an increase from 89 cents per share in the previous year [2]. - The company's guidance for revenue is set between $63.70 billion and $66.30 billion [3]. Analyst Ratings and Price Targets - Analysts maintain a bullish outlook on Nvidia, with a consensus Buy rating and a price target range from $195 to $352, averaging at $261.54 [4]. - KeyBanc analyst John Vinh has an Overweight rating with a price target of $275, while DA Davidson's Gil Luria has a Buy rating with a target of $250 [4][5]. Key Factors Influencing Results - Improvements in China are expected to drive strong quarterly results, with Vinh estimating that H200 shipments to China could contribute $3 billion to $3.5 billion in revenue [6]. - Continued strong demand for Blackwell products is also seen as a key driver for the quarter [7]. Market Context - Luria notes that the importance of Nvidia's earnings report may be less pronounced compared to previous years, as the market has identified other AI winners [8]. - Despite this, there is potential for Nvidia's stock to benefit, as current expectations may be underestimating future AI demand [9]. Investor Sentiment and Supply Chain - Bryson highlights that investor sentiment in the semiconductor sector could shift, with expectations that Nvidia will exceed estimates and provide positive guidance [10]. - Supply chain stability is viewed as crucial for Nvidia to maintain its market dominance through 2026 [11]. Stock Performance - Nvidia stock closed at $191.55, up 0.91%, with a year-to-date increase of 2.71% and a 47% rise over the last 52 weeks [12].

格隆汇2月24日｜Keybanc分析师表示，英伟达(NVDA.O)芯片出货量的增加可能会推动其即将发布的季 度报告中录得强劲业绩和指引。分析师预计，随着英伟达有望在今年出货近3万个机架，Blackwell Ultra 芯片以及机架的出货量都将增加。分析师还称，英伟达对中国的H200芯片出货也可能会带来可观的收 入，预计第四季度将贡献35亿至40亿美元。 ...

Nvidia stock is trading at dirt cheap levels.All eyes are on Nvidia (NVDA +0.79%) right now. The company is a bellwether for the artificial intelligence (AI) industry, and investors are eager to know what may happen in the next chapters of this growth story. And Nvidia's fourth-quarter and fiscal 2026 full-year earnings report is coming up in a few days, offering us a perfect opportunity for an update.Meanwhile, Nvidia stock has stagnated, along with other AI and growth stocks, in recent times amid worries ...

Welcome back to opening bell. Getting you ready for the trading day here on Wall Street. We're live on the corner of Wall and Broad.People are coming in sort of, you know, we have a travel ban in New York City, so it's pretty tough to get in here and some folks are not showing up. Uh, but we're trading underway in a few minutes. Dale Smothers, president and CEO RDS Wealth Management is with us and wanted to get your thoughts on the market action this week, particularly with the questions about the tariff un ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of th ...

Get personalized, AI-powered answers built on 27+ years of trusted expertise. A lot is riding on this week's earnings report from Nvidia. A strong showing from the company at the heart of the AI boom, due after the closing bell Wednesday, could serve to restore confidence in some previously high-flying corners of the AI trade that have flagged in recent months. But there's also a chance Nvidia's (NVDA) stock could be primed for punishment with anything less than blockbuster results. That could add to recent ...