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].

In 1993, Jensen Huang met two of his engineering friends at a Denny’s in Silicon Valley. Over pancakes and coffee, Huang, Chris Malachowsky, and Curtis Priem kicked around an idea that sounded ambitious at the time: building chips that could deliver realistic 3D graphics on personal computers. Within months, the idea became Nvidia—the company that would eventually power the AI boom and become the most valuable business in history, with a market cap topping $4.6 trillion. For Huang, the journey from ear ...

Core Viewpoint - Nvidia is expected to significantly influence the stock market on February 26, following its earnings report, due to its large market capitalization and integration into major indices [1][2]. Group 1: Nvidia's Market Influence - Nvidia constitutes approximately 7.1% of the S&P 500 index and over 13% of the Nasdaq Composite index, making it a key player in these important market indices [2]. - In the Dow Jones Industrial Average, Nvidia represents 2.3% as it is a price-weighted index [2]. - A strong performance from Nvidia could lead to positive movements in the broader market, affecting competitors like Broadcom and AMD, as well as suppliers such as Taiwan Semiconductor [4][5]. Group 2: Earnings Outlook - The market has been neutral towards Nvidia's stock over the past six months, but expectations are high for a strong earnings announcement on February 26 [2]. - Nvidia's stock currently trades at 23.6 times forward earnings, indicating it has not been at an extreme premium or discount since the AI boom began in 2023 [6].

The AI boom of recent years has put a premium on quality data centers, and TeraWulf has been a direct beneficiary of that. The company’s stock has gained an impressive 243% over the past 12 months, the uptick coming against a backdrop of rising revenues.Outside of bitcoin mining, TeraWulf makes its data centers available for contract operations, giving customers access to high-end, AI -capable computing power based on low-cost and sustainable energy production, and supported by redundant fiber access and ne ...

Activist fund Palliser Capital has taken a stake in Japanese washlet maker Toto and is pushing the firm to ramp up promotion of its little-known chip parts business in a bid to unlock value from the AI boom. https://t.co/vUy8XynyG6 ...

Robinhood's (NASDAQ: HOOD) stock rallied more than 600% over the past three years. The online brokerage's stock soared as declining interest rates, the AI boom, and a "fear of missing out" propelled the market to record highs and attracted a fresh rush of retail investors. From 2022 to 2025, Robinhood's revenue surged from $1.4 billion to $4.5 billion. It turned profitable in 2024, and its net income rose 33% to $1.9 billion in 2025. From 2025 to 2027, analysts expect its revenue and net income to grow at ...

The AI boom — and the buildout of data centers — is fueling a memory chip crisis that's having a widening impact on consumer electronics makers: Here is your Evening Briefing. https://t.co/aPUadtATXP ...

The AI boom should indeed rev up demand for Arm-designed chips. But it also presents the company with an awkward choice https://t.co/R0fMOQLez5 ...

A shortage of a niche cloth-like material made from glass fibers is looming over the AI boom https://t.co/8pIs0nCkY0 ...

Everyone told Corning to sell its unprofitable fiber-optic business. Now, because of the AI boom, that division is powering the company’s stock to all-time highs, writes Christopher @Mims. https://t.co/1plPjD4tuE ...