Core Insights - Nvidia reported a revenue of $68.13 billion for the quarter ended January 2026, marking a year-over-year increase of 73.2% and exceeding the Zacks Consensus Estimate by 4.14% [1] - The earnings per share (EPS) for the same period was $1.62, compared to $0.89 a year ago, representing a surprise of 6.71% over the consensus estimate of $1.52 [1] Revenue Performance by Segment - Data Center revenue reached $62.31 billion, surpassing the estimated $58.72 billion, with a year-over-year increase of 75.1% [4] - OEM and Other revenue was reported at $161 million, slightly below the estimated $174.4 million, but still showing a 27.8% increase year-over-year [4] - Automotive revenue was $604 million, compared to the average estimate of $662.65 million, reflecting a 6% year-over-year growth [4] - Professional Visualization revenue was $1.32 billion, significantly exceeding the estimated $757.59 million, with a remarkable year-over-year increase of 158.5% [4] - Gaming revenue was reported at $3.73 billion, below the estimated $4.26 billion, but still showing a 46.5% increase year-over-year [4] - Compute & Networking revenue reached $61.65 billion, surpassing the estimated $59.03 billion, with a year-over-year increase of 71.1% [4] - Data Center-Compute revenue was $51.33 billion, slightly above the estimated $51.06 billion, with a year-over-year growth of 57.7% [4] - Graphics revenue was reported at $6.48 billion, exceeding the estimated $6.27 billion, with a year-over-year increase of 96.5% [4] - Data Center-Networking revenue was $10.98 billion, significantly above the estimated $9 billion, reflecting a year-over-year increase of 263.1% [4] Stock Performance - Nvidia shares have returned +2.1% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change, and currently hold a Zacks Rank 1 (Strong Buy) indicating potential for further outperformance in the near term [3]

Core Viewpoint - Nvidia Corp reported a fourth-quarter earnings and revenue beat but saw its stock decline by 2.4% to $190, as investors focus on the long-term implications of AI infrastructure on hyperscaler spending and cash flow rather than the company's data center growth and revenue of $68.13 billion [1] Group 1: Earnings and Stock Performance - Nvidia's revenue for the fourth quarter reached $68.13 billion, exceeding expectations [1] - Despite the earnings beat, Nvidia's stock has been volatile, recently trading at $190, down 2.4% [1] - The stock has not surpassed the $200 mark since November, although it remains up 44% year-over-year [2] Group 2: Analyst Reactions - Following the earnings report, 12 analysts raised their price targets for Nvidia, with Melius Research setting a target of $380, which is double the current trading price [2] Group 3: Options Market Activity - Options trading activity has surged, with 924,000 calls and 538,000 puts traded, which is three times the average intraday rate [3] - The most popular options are the weekly 2/27 195- and 200-strike calls, with new positions being opened at the 200-strike [3] - Nvidia's Schaeffer's Volatility Scorecard (SVS) is at 24 out of 100, indicating that the stock has experienced lower volatility than what its options have priced in over the past year, making it a candidate for premium selling [3]

US stock market crashes today: Wall Street turned sharply lower today as the US stock market crash narrative gained traction across trading desks. The The sell-off is broad but not uniform. AI heavyweights like NVIDIA Corporation fell 3.50% to $188.71 on heavy volume of 91 million shares. Meanwhile, speculative names such as Eos Energy Enterprises plunged nearly 40%. At the same time, surged 22%, showing that traders are rotating rather than fully exiting risk.Even as President Trump's "Drill, baby, drill" ...

Key Takeaways CRDO projects over 200% FY26 revenue growth after boosting Q3 guidance to $404-$408M.TXN's Analog revenues rose 15% to $14B in 2025, driving total sales up 13%.CRDO holds $813.6M in cash, while TXN carries $14B in total debt.Semiconductor companies are at the core of the AI revolution, as they offer solutions that enable improved processing power and efficiency to execute cloud and AI workloads. Both Credo Technology Group Holding Ltd (CRDO) and Texas Instruments (TXN) operate in the semicondu ...

Core Viewpoint - Nvidia Corporation (NVDA) reported Q4 fiscal 2026 earnings, but the market reaction was muted, indicating investor disappointment not with the earnings report itself but with the overall performance and outlook [1]. Financial Performance - Nvidia's Q4 fiscal 2026 earnings report was released after market hours, but it failed to impress investors, leading to a lack of movement in stock prices [1]. Market Sentiment - The lack of investor enthusiasm suggests that the market was expecting stronger results or guidance from Nvidia, reflecting a broader sentiment of caution among investors in the technology sector [1].

Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administration.The effort also pits China hawks on the Hill against Nvidia CEO Jensen Huang, who has repeatedly made the pitch to lawmakers and government official that the more U.S. chips are used in China, the more U.S. companies will be a leader in the space. House Foreign Affairs Committee Chairman Brian Mast, R-Fla., i ...

Quantum Computing Stocks: IonQ Earnings, Revenue Beat Amid Acquisitions | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Kicking off earnings reports for quantum computing stocks, IonQ (IONQ) reported fourth quarter profit and revenue that topped estimates amid an acquisition spree. The company's 2026 guidance came in well above expectations. IonQ stock popped on the news on Thursday. The company reported financial results after the market close on Wednesday. For the De ...

Michael Burry, the ‘Big Short’ investor who predicted the financial crash of 2008, is not backing down in his criticism of big-tech names, in particular Nvidia (NASDAQ: NVDA).The chipmaker, the stock market veteran argued in a post published on his Substack on February 26, has seen a sharp rise in long-term purchase obligations, which he sees as a potential structural risk.More specifically, reviewing Nvidia’s fiscal 2026 Form 10-K, Burry highlighted that the company’s purchase obligations surged to $95.2 b ...

Nvidia NVDA stock today: Even after forecasting first-quarter revenue well above the average analyst estimate and reporting a 73% jump in fourth-quarter sales, Nvidia's stock dropped on Thursday. The muted response suggests that, despite blockbuster growth, investors are still uneasy about how long the artificial intelligence boom can last.Why Nvidia Stock (NVDA) Fell Despite Strong EarningsThe chipmaker has become the world’s most valuable firm on the back of explosive AI demand. Its stock has climbed roug ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer's radar. Chip designer Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 105% over the past year and down by 4% year-to-date. February has been a tough month for the stock as it closed 17% lower on the 4th after the firm’s fourth quarter earnings. On the same day, Baird discussed Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares. It kept an Outperform rating and a $ ...