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Nvidia CEO takes aim at Beijing chip block
Youtube· 2026-02-26 22:15
Fox Business Alert. If investors are the judge, they have become extremely hard to please lately. They're beating up on Nvidia right now and on the rest of the semiconductor sector.The AI chip giant shares are bleeding 5 and a3% and have now lost their year-to-ate gains. Just less than 24 hours ago, Nvidia was standing at top the earnings podium, having reported record fourth quarter net income. profits skyrocketed 94% year-over-year to 43 billion.Then there's the quarterly revenue which clocked in at 68.13 ...
Markets are 'in for some volatility' this year, says Nuveen's Saira Malik
Youtube· 2026-02-26 22:08
to watch. Joining us now is Sarah Malik, chief investment officer at New. And Sarah, it's great to great to have you on.Obviously, we've had some some policy flux. It's less than a week ago. We had the tariff situation scrambled.Uh we've been on this kind of Iran M East hostilities watch. Are those the things you have in mind in terms of what the market's trying to digest. Yeah, there's four themes driving market volatility this year and I I think they'll continue and that's trade, artificial intelligence, ...
Tech Sell-Off Drags S&P 500 and Nasdaq Lower Despite Nvidia’s Blowout Earnings
Stock Market News· 2026-02-26 22:07
Market Recap: A "Sell the News" Event for TechThe U.S. stock market experienced a volatile session on Thursday, February 26, 2026, as investors grappled with a classic "sell the news" reaction to blockbuster earnings from the world’s leading artificial intelligence chipmaker. Despite reporting financial results that shattered Wall Street expectations, the technology sector led a broader market decline, pulling the major indexes away from their recent record highs.The tech-heavy Nasdaq Composite (^IXIC) was ...
Jack Dorsey's Block to Lay Off 4,000 Employees in AI Remake
WSJ· 2026-02-26 22:04
The company said the plan would cost it $450 million to $500 million in expenses and severance. ...
Exclusive: ASML says next-gen EUV tools ready to mass-produce chips, marking key shift for AI chip production
Reuters· 2026-02-26 22:04
Exclusive: ASML says next-gen EUV tools ready to mass-produce chips, marking key shift for AI chip production | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Logo of ASML is displayed at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- Full integration into manufacturing expect ...
Lightbridge(LTBR) - 2025 Q4 - Earnings Call Transcript
2026-02-26 22:02
Financial Data and Key Metrics Changes - As of December 31, 2025, the company held approximately $201.9 million in cash and cash equivalents, compared to $40 million a year earlier, indicating a significant improvement in financial resources [15] - The company used approximately $14.3 million in operations during fiscal 2025, reflecting continued investment in fuel development [16] - The company raised $176 million in net proceeds through its at-the-market equity offering program [16] Business Line Data and Key Metrics Changes - The company achieved major fuel development milestones, including the start of irradiation testing of enriched uranium-zirconium alloy fuel material samples [4][6] - Significant expansion of work at Idaho National Laboratory was noted, including the review of the fuel qualification plan and development of RELAP5-3D and BISON codes for Lightbridge Fuel [8] Market Data and Key Metrics Changes - Nuclear power generated approximately 18% of U.S. electricity in 2024, making it the largest source of clean electricity in the country [19] - The U.S. and other countries have pledged to triple global nuclear capacity by 2050, with the U.S. aiming to quadruple domestic nuclear power generation by the same year [20] Company Strategy and Development Direction - The company is focused on commercializing advanced nuclear fuel and has signed a memorandum of understanding with Oklo Inc. to explore collaboration opportunities [5] - The company aims to enhance power output and safety in existing reactors, positioning itself uniquely in the nuclear market [21] Management's Comments on Operating Environment and Future Outlook - The macro environment for nuclear energy has become increasingly favorable, with significant policy shifts supporting nuclear projects [18] - The company believes that its fuel technology will meet the industry's growing needs for enhanced power output, improved safety, and greater economic efficiency [22] Other Important Information - The company maintains a debt-free balance sheet with no convertible securities or other dilutive debt instruments, allowing for flexibility in pursuing opportunities [17] Q&A Session Summary - No questions were submitted for this call [23]
Lightbridge(LTBR) - 2025 Q4 - Earnings Call Transcript
2026-02-26 22:02
Lightbridge (NasdaqCM:LTBR) Q4 2025 Earnings call February 26, 2026 04:00 PM ET Company ParticipantsAndrey Mushakov - EVP for Nuclear OperationsLarry Goldman - CFOMatthew Abenante - Director of Investor RelationsScott Holcombe - VP of EngineeringSeth Grae - CEOOperatorThank you for standing by, and welcome to the Lightbridge Corporation Business Update and fiscal year 2025 conference call. Please note that today's call is being recorded. It is now my pleasure to introduce Matthew Abenante, Director of Inves ...
Marathon(MARA) - 2025 Q4 - Earnings Call Presentation
2026-02-26 22:00
Q4 2025 UPDATE Strategic Partnership to Accelerate Delivery of Cutting Edge Hyperscale, Enterprise and AI-Capable Digital Infrastructure NASDAQ: MARA MARA.COM FEBRUARY 26, 2026 Disclosure Investing in our securities involves a high degree of risk. Before making an investment decision, you should carefully consider the risks, uncertainties and forward-looking statements described under the heading "Risk Factors" in our most recent annual report on Form 10-K and any other periodic reports that we may file wit ...
Lightbridge(LTBR) - 2025 Q4 - Earnings Call Transcript
2026-02-26 22:00
Lightbridge (NasdaqCM:LTBR) Q4 2025 Earnings call February 26, 2026 04:00 PM ET Speaker1Thank you for standing by, and welcome to the Lightbridge Corporation Business Update and fiscal year 2025 conference call. Please note that today's call is being recorded. It is now my pleasure to introduce Matthew Abenante, Director of Investor Relations for Lightbridge Corporation.Speaker3Thank you, Carmen, and thanks to all of you for joining us today. Our earnings press release was distributed yesterday and is avail ...
CoreWeave Inc-A(CRWV) - 2025 Q4 - Earnings Call Presentation
2026-02-26 22:00
Earnings Presentation Q4 2025 February 26, 2026 © 2026 CoreWeave, Inc. All rights reserved Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of applicable securities laws. Such statements are based on our current expectations, forecasts and assumptions and involve risks and uncertainties. These statements include, but are not limited to, statements related to our business; our strategy; our market opportunity and future growth; market trends; impact of inv ...