Nvidia's blowout results and Salesforce's Agentforce progress signal the AI software selloff has gone too far, says Wedbush Proactive uses images sourced from Shutterstock Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first clean arguments against the doomsday narrative that has hammered software stocks all year It has been a rough start to 2026 for tech investors. A creeping fear that AI models from Anthropic, OpenAI and others wou ...

Nvidia Beats by $2 Billion and Guides Higher but Wall Street Sells Anyway - 24/7 Wall St.[S&P 5006,854.80 -0.61%][Dow Jones48,728.40 -1.22%][Nasdaq 10024,868.20 -0.51%][Russell 20002,619.05 -1.79%][FTSE 10010,882.30 +0.24%][Nikkei 22558,538.70 -0.17%][Stock Market Live February 27, 2026: S&P 500 (SPY) Swimming in Red][Investing]# Nvidia Beats by $2 Billion and Guides Higher but Wall Street Sells Anyway### Quick ReadNvidia (NVDA) beat Q4 estimates with $68.13B revenue and $1.62 EPS. Nvidia stock fell 7% to $ ...

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Core Insights - Micron Technology experienced a 327% stock price increase driven by AI-related demand and constrained HBM supply, leading to significant revenue and profit margin growth [1][4] - Following this surge, the stock saw a 5% decline, indicating profit-taking behavior among investors [1] Revenue and Profitability - Revenue increased by 45%, with Q1 FY2026 revenue reaching $13.64 billion, a 57% jump from the previous year, attributed to meeting initial AI data center demand [4][10] - Net income margin doubled, and gross margins rose to 56% in Q1 2026 from 38.4% the previous year, reflecting enhanced profitability per unit due to rising memory prices [4][10] Market Position and Competitive Landscape - Micron's HBM production capacity for 2026 was fully pre-sold, indicating a critical supply/demand imbalance and providing significant pricing flexibility [10] - The company faces competitive threats from rivals like SK Hynix and Samsung, who are establishing strong positions in next-gen HBM technology [7] Investment Sentiment and Strategy - The prevailing sentiment is optimistic, with the AI-driven super-cycle overshadowing other concerns, supported by record guidance and significant pricing power [6] - A portfolio approach is recommended to manage the inherent volatility associated with individual stocks, allowing investors to remain invested and seize opportunities [8] Long-Term Commitments - Micron is committing to long-term capital investment with the initiation of a $100 billion fabrication plant in New York, aimed at satisfying validated long-term AI demand [10]

Qualcomm (QCOM) has faced challenges in the past. Its stock dropped by more than 30% over a period of less than two months in 2020, leading to a loss of billions in market value and erasing substantial gains in a single downturn. If past trends are an indicator, QCOM stock is susceptible to abrupt and significant downturns.The Qualcomm Incorporated logo is being displayed at their pavilion during the Mobile World Congress in Barcelona, Spain, on February 28, 2024. Qualcomm, an American multinational corpora ...

Core Insights - Intel has experienced significant stock rallies, with gains exceeding 30% in less than two months, and notable spikes of over 50% in 2011 and 2024, indicating potential for substantial upside for investors if similar catalysts arise [1][2]. Catalysts - **Catalyst 1: Foundry Break-even Pull-Forward** Intel is accelerating its path to profitability in the Foundry segment, aiming for a break-even point earlier than the 2027 target, which could unlock a higher valuation multiple [10]. - **Catalyst 2: AI-Driven Data Center Share Recapture** The company is focused on regaining market share in the data center sector, which is expected to enhance revenue projections for Data Center and AI (DCAI) by Q2 2026 [10]. - **Catalyst 3: Gross Margin Inflection from Advanced Node Yields** Intel anticipates increasing gross margins beyond consensus expectations, improving profitability in the Client Computing Group (CCG) with yield enhancements and reduced production costs [10]. Financial Performance - Revenue growth has been negative, with a -0.5% last twelve months (LTM) growth and a -5.5% average over the last three years [11]. - Free cash flow margin is nearly -9.4%, and the operating margin is -0.04% LTM [11]. - The stock currently trades at a P/E multiple of -825.4, indicating significant valuation challenges [11].

The A report showing that inflation at the U.S. wholesale level was at 2.9% last month, much higher than the 1.6% that economists expected, upset the market. The number was so much worse than expected that it could help persuade the Federal Reserve to hold off longer on its cuts to interest rates.Lower rates would give the economy and prices for investments a boost, but they risk worsening inflation at the same time.The discouraging data layered more worries atop a Wall Street where investors returned to k ...

Photronics (NasdaqGS:PLAB) Q1 2026 Earnings call February 27, 2026 08:30 AM ET Company ParticipantsEric Rivera - President and CFOFrank Lee - Head of Asia OperationsGeorge Macricostas - Chairman and CEOTed Moreau - VP of Investor RelationsTristan Gerra - Managing Director of Semiconductors Equity ResearchConference Call ParticipantsGowshihan Sriharan - Equity Research AnalystOperatorWelcome to the Photronics first quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a ...

Photronics (NasdaqGS:PLAB) Q1 2026 Earnings call February 27, 2026 08:30 AM ET Company ParticipantsEric Rivera - President and CFOFrank Lee - Head of Asia OperationsGeorge Macricostas - Chairman and CEOTed Moreau - VP of Investor RelationsConference Call ParticipantsBen Taxdahl - Equity Research AnalystGowshihan Sriharan - Equity Research AnalystOperatorWelcome to the Photronics' first quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the ...

Core Viewpoint - Ideal Power Inc. will hold a conference call on March 10, 2026, to discuss its fourth quarter and full year results for 2025, highlighting its innovative B-TRAN® technology and its applications in various sectors [1]. Company Overview - Ideal Power Inc. is a developer and provider of the B-TRAN® bidirectional semiconductor power switch, which is widely patented and offers significant advantages over conventional technologies [1]. - The B-TRAN® technology features very low conduction losses, improving power efficiency and reducing energy consumption, which leads to cost savings [1]. - The unique bidirectional capability of B-TRAN® simplifies the design, control, and diagnostics of solid-state power solutions, enabling smaller and lower-cost systems [1]. Applications - B-TRAN® is applicable in a broad spectrum of areas, including solid-state circuit breakers, static transfer switches, battery disconnect units, and EV contactors [1]. - These applications are widely used in data centers, industrial power systems, energy grid and storage systems, as well as electric vehicles and charging infrastructure [1]. Conference Call Details - The conference call will take place at 10:00 AM Eastern Time, with a press release detailing the results to be issued prior to the call [1]. - Analysts and investors will have the opportunity to ask questions during the live call, and questions can also be submitted in advance [1]. - Access to the live call will be available via specific phone numbers for U.S./Canada and international callers, with a recommended login time of 10 minutes before the start [1].