While Nvidia's latest results were deemed "phenomenal,†a massive shift in trading flows has sent software stocks rising as investors ditch AI chip names. ...

Quick Read Vanguard FTSE Developed Markets ETF (VEA) surged 37% over the past year versus 16% for the S&P 500. The Vanguard ETF benefited from capital rotating out of U.S. stocks following Trump’s April 2 tariffs. Over 10 years the S&P 500 returned 252% compared to 106% for the Vanguard ETF. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Since President Donald Trump rolled out his landmark “Liberation Day” tariffs on April 2 last year, U.S. equities hav ...

Nvidia (NVDA) reported blowout results after the bell on Wednesday, beating analysts' fourth quarter expectations on the top and bottom lines and issuing better-than-anticipated guidance for Q1. Wall Street wasn't exactly excited about the announcement — Nvidia stock fell more than 4% in early trading Thursday — but that could be tied to anxiety related to the broader AI trade. Regardless, Nvidia's data center business drove the vast majority of its $68.1 billion in revenue, accounting for $62.3 billio ...

证券代码：688691 证券简称：灿芯股份 公告编号：2026-004 灿芯半导体（上海）股份有限公司 关于变更签字会计师的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 灿芯半导体（上海）股份有限公司（以下简称"公司"）分别于2025年4月25日、2025年5月29日召开了第 二届董事会第五次会议、2024年年度股东大会，审议通过了《关于聘任公司2025年度财务报告审计及内 部控制审计机构的议案》，同意聘任容诚会计师事务所为公司2025年度财务报告审计及内部控制审计机 构，具体内容详见公司于2025年4月28日在上海证券交易所网站（www.sse.com.cn）披露的《关于聘任 公司2025年度财务报告审计及内部控制审计机构的公告》。 2026年2月26日，公司收到容诚会计师事务所出具的《关于会计师事务所变更签字会计师的通知函》， 现将具体情况公告如下： 一、本次变更签字会计师的情况 容诚会计师事务所作为公司聘任的2025年度财务报告审计及内部控制审计机构，原委派签字注册会计师 薛佳祺先生（项目合伙人）、朱晓宇先生 ...

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Thursday. This is TheStreet’s Stock Market Today for Feb. 26, 2026. You can follow the latest updates on the market here in our daily live blog. Update: 4:00 p.m. ET Closing Bell The U.S. markets are now closed. The Nasdaq (-1.18%) declined on a backslide in semiconductors and other AI-adjacent stocks. Here's the Nasdaq-100: The S&P 500(-0 ...

As the leading provider of chips that power artificial intelligence (AI), Nvidia (NASDAQ: NVDA) has become a bellwether for AI adoption. As such, investors were sitting on the edge of their seats when the semiconductor specialist reported its financial results. Despite serving up a beat-and-raise quarter, the stock fell, dragging the broader market down with it. Nvidia stock was down more than 5% in early trading, while the S&P 500 and the Nasdaq Composite were down 1.2% and 2%, respectively (as of this ...

Nvidia Q4 report keeps analysts confident in AI chip firm’s long-term earnings power Proactive uses images sourced from Shutterstock Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares fell more than 5% on Thursday despite upbeat analyst commentary following the company’s latest earnings report, as investors digested the results and outlook for the AI chip leader. Analysts at Jefferies maintained a constructive stance, highlighting what they described as a “significant beat & raise” driven by strong Blackwell shi ...

DUBAI, United Arab Emirates--(BUSINESS WIRE)-- #AI--SambaNova today introduced their SN50 AI chip, which boasts a max speed that's 5X faster than competitive chips. The company also announced a planned collaboration with Intel to deliver highperformance, costefficient AI inference solutions, and more than $350M in investment from new and existing investors. Positioned as the most efficient chip for agentic AI, the SN50 chip offers enterprises a 3X lower total cost of ownership — a powerful foundati. ...

分组1 - The data center sector is expected to see significant growth, with projections indicating a 70% growth rate and potential for 30% to 40% growth in the coming year [1] - NVIDIA is positioned as a dominant player in the chip market, with expectations to capture 15% to 20% of the market share over the next few years [4] - There is a competitive landscape emerging, with big tech companies attempting to develop their own chips, but NVIDIA remains a key player in sectors like autonomous robotics [6] 分组2 - Concerns exist regarding the software sector, where investors are uncertain about the potential threats posed by new entrants, despite established companies like Salesforce and Microsoft maintaining strong positions [8] - The current market sentiment appears to favor semiconductor and hardware sectors, while software stocks are experiencing a downturn, presenting potential buying opportunities for investors [9][10] - The narrative in the market is currently bearish, but this sentiment is expected to be short-lived, suggesting potential for recovery and investment opportunities in the future [14]

Meta (META) stock has lost a little less than 1% in the past month, at the time of writing, Thursday morning, Feb. 26, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up close to 0.6% in the same period. While the stock’s performance is fairly close to the S&P 500, it could have been better. The stock soared following its Q4 earnings report on Jan. 28. It closed at $668.73, and the following day it closed at $738.31, gaining about 10% in a single day. I covered the earnings in my ...