The US Dollar ended the week with a modest rebound as the Supreme Court ruled 6-3 against President Donald Trump's use of emergency tariffs. However, Trump is unwilling to let the matter go without a fight, and he's deploying a temporary 10% tariff under Section 122. His act ensures trade frictions remain a feature of the market and supports the dollar.Rate‑cut odds for March fell further, and June probabilities were pared back, but not enough to constitute a full repricing. The Dollar took its cue from thi ...

Earnings season is in full swing. So far, Meta Platforms (NASDAQ: META) and Taiwan Semiconductor Manufacturing (NYSE: TSM) have stood out from the pack for their strong performance. The common theme? Artificial intelligence (AI) has presented remarkable growth opportunities, and both companies are effectively hitting it out of the park. As these businesses continue to reach new heights in the AI era, their share prices are bound to follow suit. Where to invest $1,000 right now? Our analyst team just reve ...

Why is Nvidia stock soaring before Q4 earnings? Here's $65.9B reason - Invezz# Why is Nvidia stock soaring before Q4 earnings? Here's $65.9B reason[Artificial intelligence]Author[Devesh Kumar]Feb 23, 2026, 15:34 PM- Guidance may matter more than the headline beat.- Blackwell demand anchors hyperscaler AI spending.- Analysts see Nvidia Q4 revenue topping $65 billion.Nvidia stock (NASDAQ: NVDA) ticked higher on Monday as Wall Street headed into the chipmaker's Feb. 25 earnings report with expectations already ...

Nvidia heads into results with the numbers almost certain to impress. The question is whether that still moves the stock Proactive uses images sourced from Shutterstock Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reports fourth quarter results on Tuesday after the US market closes, and Wedbush Securities has a pointed question heading into the numbers: When will investor sentiment actually shift? The US broker maintains its 'Outperform' rating and $230 price target, against a current share price of around $197. ...

Welcome back to opening bell. Joining me right now, Kenny Pulary, partner and chief market strategist at Slate Stone Wealth. Good morning to you.We were talking about some of the uncertainties this morning, whether it's tariffs or Iran, and we have big earnings including Nvidia this week. Some of your thoughts about the market action ahead for this week. >> Look, I think it's clearly going to be focused on Nvidia. That's going to be what drives it.I don't care what you say. You're going to get Home Depot. Y ...

Group 1: David Tepper's Investment Moves - David Tepper has significantly increased his positions in tech stocks, particularly in Meta Platforms, Alphabet, and Micron Technology, during the fourth quarter [1] - Tepper tripled his position in Micron to 1.5 million shares, indicating confidence in the company's growth potential as memory processors are sold out for the year [1] - The hedge fund Appaloosa Management, led by Tepper, holds only 45 stocks, making the movements in these positions particularly noteworthy [1] Group 2: Meta Platforms - Meta Platforms has seen a 2.04% increase in Tepper's stake, totaling 5.72% of his portfolio, with an addition of 230,000 shares [1] - The company reported fourth-quarter revenue of $59.89 billion, with an EPS of $8.88, surpassing estimates, and $58.1 billion of that revenue came from advertising [1] - For 2026, Meta is guiding for capital expenditures (CapEx) between $115 billion and $135 billion focused on AI infrastructure [1] Group 3: Alphabet Inc. - Tepper increased his stake in Alphabet by 28.7%, now holding approximately 1.8 million shares, which constitutes 8.10% of his portfolio [1] - Alphabet's revenue reached $113.83 billion, with Google Cloud growing 48% year-over-year to $17.7 billion, marking the first time annual revenues exceeded $400 billion [1] - The company plans to allocate $175 billion to $185 billion in CapEx for the year, primarily for AI infrastructure [1] Group 4: Micron Technology - Tepper's holdings in Micron increased from 500,000 shares to 1.5 million, now making up 6.18% of his portfolio [1] - Micron's stock has surged 348% over the year, with a current trading price of $428.17, driven by demand for AI memory [1] - The company reported fourth-quarter revenue of $13.64 billion and an EPS of $4.78, exceeding estimates, and is investing $200 billion to expand facilities to meet growing demand [1]

Core Insights - NVIDIA Corporation (NVDA) is expected to report strong fourth-quarter fiscal 2026 earnings on February 25, driven by its leadership in artificial intelligence (AI) computing and high-performance datacenter GPUs [1][10] Financial Expectations - Fourth-quarter fiscal 2026 revenues are anticipated to reach approximately $65 billion, reflecting a 66.7% year-over-year increase and a 15% sequential rise [2] - The consensus estimate for fourth-quarter earnings is set at $1.52, indicating a year-over-year surge of 70.8% and a sequential growth of 16.9% [3] Datacenter Growth - NVIDIA's datacenter business has been a significant growth driver, with revenues in the third quarter of fiscal 2026 increasing by 66% year-over-year and 25% sequentially to $51.22 billion [4] - The Zacks Consensus Estimate for datacenter revenues in Q4 is projected at $58.72 billion, representing a 65% year-over-year increase and a 14.6% sequential rise [5] AI Demand and Market Trends - The rise of generative AI is creating a substantial demand for high-performance computing power across various industries, including healthcare, automotive, and manufacturing [7][9] - The global generative AI market is projected to grow to $1,260.15 billion by 2034, with a compound annual growth rate (CAGR) of 29.3% [8] Chip Technology - NVIDIA's latest chip designs, including Hopper, Ampere, and Blackwell, are integral to many AI applications, supporting major tech companies like Microsoft, Amazon, and Google [6]

HBM remains Micron's primary growth engine. The company has finalized pricing and supply commitments for all of its 2026 HBM production, including its top-tier HBM4 product, which offers speeds exceeding 11 gigabits per second. Production of HBM4 is scheduled to ramp up in the second half of 2026, with strong yield performance anticipated. The HBM total addressable market (TAM) is expected to increase at a 40% CAGR until 2028, reaching over $100 billion. Micron is in a leading position to capitalize on this ...

The opportunity exists because U.S. export policy has quietly changed. Nvidia's H200 shipments to China and Macau are no longer under automatic denial, but instead subject to case-by-case review — reopening the door to future sales.Billions In Revenue Waiting On ApprovalSur said China remains a major source of demand, even as shipments remain in limbo. The firm estimates that each 100,000-unit shipment could drive about $3 billion in revenue, highlighting how approvals could translate into meaningful financ ...

Core Viewpoint - The U.S. export policy has shifted, allowing Nvidia's H200 shipments to China and Macau to be reviewed on a case-by-case basis, potentially increasing future sales opportunities [1] Group 1: Revenue Potential - China remains a significant source of demand for Nvidia, with each 100,000-unit shipment estimated to generate approximately $3 billion in revenue, indicating substantial financial upside if export approvals are granted [2] - The demand for AI compute in China is strong, and any easing of export approvals could quickly convert this demand into revenue [2] Group 2: Backlog and Demand - Nvidia currently has a backlog exceeding $500 billion, driven by robust global demand and significant investments in AI infrastructure from hyperscalers [3] - The company is expected to report another strong quarter, supported by increasing Blackwell shipments and favorable pricing [3] Group 3: Growth Opportunities - Even without the Chinese market, demand continues to exceed supply; however, accelerated export approvals could provide an additional growth lever for Nvidia [4] - The potential revenue tied to export decisions positions China as a wildcard that could significantly enhance Nvidia's growth trajectory [4]