NVIDIA Corporation’s ( NVDA ) Q4 '25 earnings were quite superb. Revenue was up 73% to $68.1 billion. Gross margins also expanded 200 basis points to 75% and did not indicate any pricing pressure. And operating expenses expanded atAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver ...

分组1 - NVIDIA Corporation's Q4 '25 earnings showed a remarkable revenue increase of 73% to $68.1 billion [1] - Gross margins expanded by 200 basis points to 75%, indicating no pricing pressure [1] - Operating expenses also increased, although specific figures were not provided [1]

Nvidia (NVDA) delivered yet another master class in financial dominance on Feb. 25, posting a nearly 100% increase in Q4 profit and rather impressive first-quarter guidance for $78 billion in revenue. Yet, in a classic “sell the news” reaction, shares retreated about $5% today as investors fixated on gross margins that contracted by 390 basis points and the persistent shadow of a China overhang. More News from Barchart At the time of writing, Nvidia stock is down about 10% versus its November high — a ...

I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and an investment consultant. I also completed CFA Level II in 2024. I previously worked in the oil and gas sector before making a career change. I began studying global equities to invest my ...

Nvidia expects gaming chips shortage to last until year-end February 26, 20267:41 PM UTCUpdated ago By Reuters Nvidia logo and rising stock graph are seen in this illustration created on August 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab Feb 26 (Reuters) - A global shortage of gaming chips could last until the end of this year, an Nvidia (NVDA.O), opens new tab executive has said, signaling more pain for the video game industry that is already buckling under ...

Indie Semiconductor Inc. (NASDAQ:INDI) is one of the most promising penny stocks under $5 to buy. On February 19, Indie Semiconductor reported a Q4 2025 revenue of $58 million, exceeding its outlook midpoint and marking an 8% sequential increase. For the full year 2025, total revenue reached $217.4 million. While the company recorded a net loss of $12.4 million for the quarter, its non-GAAP operating loss improved to $10.1 million, down from $14.2 million in the prior year. Strategically, the company is ...

It may be staging a classic false breakout.  This would suggest a continued move lower. It's why Nvidia is the Stock of the Day. • What’s weighing on NVDA shares?It is unfortunate that technical analysis has a dubious reputation on Wall Street. But it isn't surprising.Most technical analysts don't understand market dynamics and price action. They look for patterns on charts without understanding why these patterns form and what they mean. This is why so many technical analysts are unsuccessful.Chart pattern ...

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Market Overview: A Day of "Sell the News" in TechThe U.S. stock market experienced a volatile session on Thursday, February 26, 2026, as investors grappled with a "buy the rumor, sell the news" reaction to blockbuster earnings from the world’s most valuable company. Despite reporting record-breaking revenue and a stellar outlook, Nvidia (NVDA) saw its shares tumble, dragging the tech-heavy Nasdaq Composite lower and creating a ripple effect across the semiconductor and artificial intelligence sectors.As of ...

Market Overview - The VIX index is above 20, indicating increased market volatility, while the S&P 500 is at session lows with Nvidia down 5% [1] - There is significant downward movement in chip stocks, despite the IGV (iShares Expanded Tech-Software Sector ETF) showing an increase [2] Nvidia Performance - Nvidia's recent results were disappointing despite good guidance and margins, leading to skepticism about its stock valuation [2][3] - The stock's performance reflects ongoing concerns about potential inflection points in capital expenditures that are hard to predict [3] Semiconductor and Software Sector Analysis - The semiconductor sector reached an all-time high recently, but the sentiment remains negative, particularly in the software sector [4] - The software sector is viewed as uncertain, with long-duration assets facing challenges due to AI disruption risks [5] Technical Indicators - There are signs of seller exhaustion in the software sector, with a positive divergence noted in relative strength indicators [6][12] - The IGV ETF has shown some near-term rally potential, but there is caution about calling a bottom in the software market [7][10] Salesforce Insights - Salesforce has announced a $50 billion buyback, which is significant given its market cap of $180 billion, indicating confidence from management [10][11] - The stock has seen a substantial decline of 25% year-to-date, with notable divergences between software and the NASDAQ since 2001 [12] Future Outlook - The potential for a mean reversion bounce exists, but predicting the long-term impact of AI on software margins and productivity remains uncertain [12][13] - The market is in a mixed state, particularly among major tech stocks, with ongoing analysis required to gauge future trends [13]