Shares of Nvidia Corp (NASDAQ:NVDA) have stalled in recent months — but JPMorgan analyst Harlan Sur says the AI chipmaker's fundamentals are still accelerating. Despite massive hyperscaler spending and new product momentum, Nvidia’s stock has traded sideways (hovering around $187/share) since its last earnings report, setting the stage for what could be another beat-and-raise quarter.JPMorgan’s Sur said there is "little to suggest that NVDA will not (once again) deliver a beat-and-raise," pointing to strong ...

Nvidia shares could get a boost from SK Hynix's reported memory chip expansion. ...

And now I'd like to welcome in Kevin Green who's joining me to help me set up the action today. And so KG, as far as last week, I mean it was a busy week. I I had a guest call it as like markets are tired and I was like I think that I am as well.We have a new week to kick things off of course a full week. We had a holiday short and trading week last week. What are you watching this week. What are your key assessments from last week.>> Yeah, Jenny, I would actually agree. If you kind of look at the technical ...

Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets and 5 Other Things to Know Today - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets ...

Core Viewpoint - Nvidia's stock performance ahead of earnings reports has shown volatility, with significant growth since late 2022 but uncertainty surrounding future earnings releases [1][2] Group 1: Stock Performance and Market Sentiment - Nvidia has experienced a $4.3 trillion growth since late 2022, but investing in NVDA stock before earnings reports has become risky due to past pullbacks following earnings releases [1] - The upcoming February 25, 2026 earnings report is expected to bring similar uncertainty, with NVDA shares trading flat since the beginning of the year [2] - Wall Street maintains a 'Strong Buy' rating for Nvidia, forecasting a 39.94% increase to $265.63 in the next 12 months, supported by strong revenue growth and a robust cash position [4][6] Group 2: Technological Dominance and Partnerships - Nvidia's technological leadership remains unchallenged, with its hardware consistently outperforming competitors, contributing to its strong position among corporate clients [6] - The company is reportedly finalizing a $30 billion investment in OpenAI, part of a larger effort by OpenAI to raise $100 billion at an $830 billion valuation [7] Group 3: Risks and Concerns - The $30 billion agreement with OpenAI raises concerns about the AI industry's profitability, as the deal appears less binding than initially reported [9][10] - There is uncertainty regarding demand for AI, with reports indicating that impressive user figures may not translate to sustainable growth, and OpenAI is projected to lose $14 billion in 2026 [11][12] - Customer concentration poses a risk, with three clients accounting for about half of Nvidia's income, which could impact future earnings guidance [13] - The memory shortage, termed 'RAMageddon,' may force Nvidia to reissue older chips, risking market share to competitors like AMD and Intel [14][15]

智通财经APP获悉，在美国最高法院裁定推翻特朗普政府IEEPA关税政策，以及谷歌、亚马逊、Meta与微软等科技巨头们主 导的史无前例AI数据中心建设浪潮驱动核心电力设备与AI液冷管理设备需求前景大幅扩张之后，人工智能数据中心电力基础 设施服务与液冷设备领军者Delta Electronics Thailand Pcl成为泰国股市首家市值达到1000亿美元的上市公司。 总部位于泰国的英伟达(NVDA.US)AI GPU系AI算力产业链(简称"英伟达链")核心参与者之一Delta Electronics Thailand的股价 在周一一度大幅上涨10%——其约三分之一的营收来自美国人工智能数据中心建设领域，使得该公司年初至今涨幅扩大至超 过49%。受到无比强劲的AI数据中心电力端核心设备销售额以及数据中心液冷设备强劲需求推动，该公司去年营收大幅增长 了20%。 来自Globlex Securities Co.的资深分析师Suwat Sinsadok表示："Delta Electronics Thailand的盈利能见度非常高，这得益于其极 其稳健的业绩增长战略以及其具竞争力的AI数据中心电力链以及液冷产品线。"他 ...

One thing every investor knows or learns is the importance of diversification. If you’ve invested in a sector that’s not performing nearly as well as you thought it might, there’s no reason to lose sleep. That’s because once you’ve diversified your portfolio, there are other sectors available to potentially keep your portfolio afloat. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock A ...

High-profile billionaire money managers are selling shares of artificial intelligence (AI) titan Nvidia -- and profit-taking may not tell the whole story.You might not realize it, but one of the most important data releases of the entire quarter took place last week. Feb. 17 marked the filing deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC).A 13F provides a concise snapshot of the stocks Wall Street' ...

专题：聚焦美股2025年第四季度财报 作者：马丁・皮尔斯 通常，英伟达的财报会是本周最受期待的，但这次情况可能不同。市场对 AI 将 "摧毁" 软件行业的担 忧，已导致今年以来软件股暴跌20% 至 30%（网络安全股上周五也遭遇重挫）。毫无疑问，这些恐慌 有些过度。毕竟，成熟企业在现有客户关系上拥有巨大优势，客户很难轻易弃用。正如 Lead Edge Capital 合伙人埃文・斯科彭上周五接受《The Information》TITV 采访时所说："如果你问大企 业：'嘿，你们能用更便宜的替代品替换掉 Workday 吗？'他们根本没兴趣。" 他指出，软件在大企业运 营支出中占比极小，大企业 "绝不会去尝试那些花里胡哨的解决方案"。 此外，老牌软件公司大多已将新的 AI 工具融入自身产品。坦白说，企业全面采用这些工具至少还需要 几年时间，因此当前的季度财报只能让我们管中窥豹，其影响程度也各不相同。 在关注本周即将到来的大事之前，我们先来聊聊一家将 "魔幻思维" 发挥到极致的公司 ——OpenAI。我 们在上周五晚间报道了该公司最新的长期营收与利润预测。报告中最关键的信息是：2025 年，OpenAI 的 A ...

Core Viewpoint - The upcoming financial reports from Nvidia and Salesforce are anticipated to provide critical insights into the current state of the AI revolution and its implications for the stock market, particularly for SaaS stocks and AI-related technologies [2][13]. Nvidia - Nvidia has experienced a remarkable stock increase of 1,200% since early 2023, driven by the demand for its GPUs, which are essential for running AI models in data centers [4]. - The company's third-quarter revenue reached $57 billion, marking a 62% year-over-year increase and a 22% quarter-over-quarter increase, with diluted EPS rising 67% to $1.30 [5]. - Nvidia's management forecasts record revenue of $65 billion for Q4, representing a 65% growth, with adjusted EPS expected to be $1.45, an increase of 63% [5]. - Nvidia constitutes approximately 7.4% of the S&P 500, indicating that its performance can significantly influence the index's movement [6]. Salesforce - Salesforce's stock has declined by 30% since the start of 2026 due to fears that advancements in AI could diminish demand for its SaaS offerings [8]. - For its fiscal 2026 third quarter, Salesforce reported revenue of $10.3 billion, a 9% year-over-year increase, and EPS of $2.20, up 38% [9]. - The company's remaining performance obligation (RPO) grew 12% to $59.5 billion, suggesting strong future demand as RPO growth outpaces revenue growth [9]. - Salesforce is forecasting Q4 revenue of $11.2 billion, indicating an 11% growth, although heavy investments in AI-related tools are expected to reduce EPS by 15% [10]. - Despite its small weighting of 0.28% in the S&P 500, Salesforce's results are viewed as a bellwether for the overall SaaS market [11]. Market Sentiment - There is a prevailing concern among investors regarding the potential decline of SaaS stocks due to AI advancements, termed the "SaaSpocalyse" [8]. - However, Nvidia's CEO Jensen Huang suggests that fears of AI replacing existing software solutions may be exaggerated, arguing that AI will likely enhance rather than replace current software offerings [14].