Key Takeaways NVIDIA targets $65B in Q4 revenues after posting a record $57.01B in Q3 fiscal 2026.The data center unit generated $51.22B in Q3, up 66% year over year.Analysts see NVIDIA reaching $65.56B in Q4, driven by AI chip and Blackwell demand.NVIDIA Corporation (NVDA) is set to report its fourth-quarter fiscal 2026 results on Feb. 25, and it would be no surprise if the company reaches another sales milestone and surpasses the $65 billion target. NVDA has been setting new sales records for the past few ...

在红包大战之外，大厂还在争夺终端入口。上海财经大学特聘教授胡延平认为，未来Agent（智能体）可能会接管手机、电脑等终端，实质是生成式AI技术 重构智能硬件与软件行业。2025年AI的范式、价值与能力已经得到充分确认，2026年将出现技术大投入、竞争大分化、市场大分流。 经济观察报 记者 钱玉娟 编者按：2025 年，科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜，没有人敢停下。 我们看到，大厂在算力和大模型应用里厮杀，电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫地机器人，一批公司蜂拥去做智能眼镜，整个硬件圈 陷入了一种 " 无所不能 " 的集体幻觉与入口焦虑。 我们也看到，人形机器人刚踉踉跄跄地走出实验室，在车间干些零活，就迎来残酷的价格战；短剧告别了一夜暴富的粗放模式，漫剧直接降维打击，头部内 容公司既兴奋又不安。 这不再是写份 PPT 就能拿到千万融资的时代，技术、商业化场景和生态优势，丢了哪头都不行。活下去，并且要硬核地活下去，成了 2025 年 TMT 行业的共 识。 马年将至，腾讯、阿里巴巴和字节跳动等头部科技公司将AI竞争拉回了他们最熟悉的战场——流量战争。 腾讯元宝发放10 ...

About this content About Stephen Gunnion Stephen Gunnion is a senior financial journalist and broadcaster at Proactive Investors. He has more than 25 years of experience in television, radio and print media, anchoring on a number of television channels including South Africa's Business Day TV, CNBC Africa and the South African Broadcasting Corporation, where he was the economics editor. He has also worked for Daily Maverick, Bloomberg, the Business Day newspaper and Investors' Chronicle. Read more About ...

NEW YORK, Feb. 13, 2026 (GLOBE NEWSWIRE) -- AGM Group Holdings Inc. (NASDAQ: AGMH, “AGMH” or the “Company”), an integrated technology company specializing in the assembling and sales of high-performance hardware and computing equipment, today announced that the signing of a strategic Letter of Intent (LOI) with MusicDog.ai, an emerging AI-driven music creation platform. Under the proposed collaboration, the parties intend to integrate AGMH’s expertise in high-performance chip design and data center infrastr ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

NatWest Group (NYSE:NWG) Q4 2025 Earnings call February 13, 2026 04:00 AM ET Company ParticipantsBenjamin Cavan-Roberts - VPChristopher Cant - Head of Banks StrategyEd Firth - Managing DirectorGuy Stebbings - Executive Director of European Banks ResearchKatie Murray - CFOPaul Pybus - Head of Investor RelationsPaul Thwaite - CEOSheel Shah - Executive DirectorConference Call ParticipantsAman Rakkar - Senior Equity AnalystAmit Goel - Research AnalystJames Invine - Equity AnalystJonathan Pearce - Financial Anal ...

Financial Data and Key Metrics Changes - The company reported a strong performance in 2025, with total income growth of 12% to £16.4 billion, and operating profit of £7.7 billion, leading to an attributable profit of £5.5 billion [4][17][18] - Earnings per share increased by 27% to 68p, while dividends per share rose by 51% to 32.5p [5][6] - The cost-income ratio improved by 4.8 percentage points to 48.6%, with costs growing only 2% to £8 billion [4][29] Business Line Data and Key Metrics Changes - Retail banking customer assets and liabilities grew by 4% to £421 billion, with a customer base increase of over 5% [7][8] - In private banking and wealth management, assets under management increased by 20% to £58.5 billion, with net new flows growing by 41% [8][25] - Commercial and institutional lending grew by 10% or £14 billion, reflecting strong performance across various sectors [10][23] Market Data and Key Metrics Changes - Customer deposits increased by 2.4% to £442 billion, with retail banking deposits up by 4% [24] - The company reported a loan impairment rate of 16 basis points, indicating strong risk management [6][33] - The CET1 ratio stood at 14%, reflecting robust capital generation [5][34] Company Strategy and Development Direction - The company aims to achieve a return on tangible equity greater than 18% by 2028, focusing on disciplined growth and simplification [51][71] - The acquisition of Evolent Partners is expected to enhance the company's private banking and wealth management capabilities, increasing assets under management significantly [40][48] - The company plans to leverage technology and AI to improve customer experience and operational efficiency [60][66] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the UK economy, citing strong household savings and a commitment to social housing investment [50] - The company anticipates a moderate growth environment in 2026, with expectations for lower inflation and stable unemployment rates [31][30] - Future guidance includes income expectations of £17.2 billion to £17.6 billion for 2026, with a loan impairment rate below 25 basis points [20][46] Other Important Information - The company has reduced its share count from over 11 billion to just under 8 billion, enhancing shareholder value [6] - The company achieved gross cost savings of around £600 million, contributing to improved operational leverage [11][29] - The strategic focus includes expanding customer engagement and broadening product offerings across all business lines [60][62] Q&A Session Summary Question: On costs and future cost savings - The company highlighted a nearly 5% reduction in the cost-income ratio and discussed various levers for cost savings, including technology investments and operational simplifications [77][80] Question: On customer assets and liabilities target - Management expressed confidence in achieving growth across all business areas, including lending, deposits, and assets under management, while not providing specific growth splits [84]