By Mike Dolan Feb 26 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Nvidia beat the street again, but there were no market fireworks this time. After topping analysts’ revenue estimates for the latest quarter and their forecast for ‌the next one, the AI giant's shares popped up about 3% out of hours - but they've given back most of that since. Questions about ‌rising competition and the narrowness of the chip giant's customer base continue ...

A “rational bubble” in AI and a surge in corporate debt are creating a fragile economic environment where minor “accidents” could trigger a broader sell-off.Distinguished economist Mohamed El-Erian warned in a conversation with Yahoo Finance Invest that while the aggregate value of AI is significant, the market has entered a “rational bubble” where overinvestment is common. He cautions that while foundational models may succeed, many companies are simply attaching “AI labels” to their operations to attract ...

智通财经记者｜马悦然 协鑫科技(03800.HK)去年卖掉股权的鑫华科技，今年正式开启上市进程。 2月25日，上交所网站显示，江苏鑫华半导体科技股份有限公司(下称鑫华科技)科创板IPO获受理。 此次上市，鑫华科技拟募资13.2亿元，投资1万吨/年高纯电子级多晶硅产业集群、1500吨/年超高纯多晶硅、1500吨/年区熔用多晶硅及高纯硅材料研发基地 项目等。 鑫华科技本次发行前，总股本为14.86亿股，本次拟发行人民币普通股不低于1.65亿股，（不含采用超额配售选择权发行的股票数量），占发行后该公司总股 本的比例不低于10%。 通过募投项目，鑫华科技计划实现产能规模化扩张，加速高端产品推广应用等。 鑫华科技成立于2015年，是国内规模最大的电子级多晶硅生产企业，该公司业务聚焦半导体产业用电子级多晶硅研发、生产与销售，主要工艺为改良西门子 法。 根据中国电子材料行业协会半导体材料分会数据，2024年鑫华科技在国内集成电路用高纯电子级多晶硅市场占有率超过50%。国内市场其余份额及国际市场 目前仍基本由境外厂商占据。 可以说，鑫华科技的存在，打破了半导体产业用电子级多晶硅国外在技术与市场上的双重垄断，填补了国内相关领域 ...

FY26Q4&FY27Q1 指引业绩超市场预期，Agentic AI 拐点已至 ——英伟达（NVDA.O）FY26Q4&FY26 全年业绩点评 要点 事件：英伟达发布截至 2026 年 1 月 25 日的 FY26Q4 及全年业绩。截至美国 东部时间 2 月 25 日 20：00，公司盘后股价上涨 0.17%。1）FY26Q4 营收、 净利润超市场预期。FY26Q4 实现营收 681 亿美元，同比+73%，环比+20%， 超一致预期的 659 亿美元；FY26 全年实现营收 2159 亿美元，同比+65%。 FY26Q4/FY26 全年 Non-GAAP 毛利率分别为 75.2%/71.3%；FY26Q4 Non-GAAP 净利润 396 亿美元，同比+79%，环比+25%，超一致预期的 375 亿美元，对应 Non-GAAP EPS 1.62 美元，超彭博一致预期的 1.532 美元。2） FY27Q1 营收指引超一致预期：FY27Q1 公司预计营收 780 亿美元（±2%， 未计入来自中国的数据中心计算收入），中值高于彭博一致预期的 729 亿美 元；Non-GAAP 毛利率 75.0%（±50bp）。 ...

Core Insights - Nvidia reported impressive earnings that exceeded expectations, yet the stock markets did not experience a boost on Thursday [1] Company Performance - Nvidia's earnings beat expectations, indicating strong performance in the artificial intelligence chip sector [1] Market Reaction - Despite Nvidia's strong earnings report, the overall stock market did not respond positively, suggesting a disconnect between individual company performance and broader market trends [1]

Volatility can be an option trader's best friend or worst enemy, depending on how it's approached. High implied volatility percentile signals that options prices are elevated compared to their historical norms, creating unique opportunities for those who know how to capitalize on them. More News from Barchart Whether you're selling premium to take advantage of inflated option prices or seeking sharp price swings for directional trades, understanding which stocks have unusually high IV is crucial. To g ...

GOLETA, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a semiconductor company specializing in high-performance, scalable technologies for mobile, AI, defense and aerospace, robotics, automotive, AR/VR, and quantum, today announced that its CEO Jonathan Klamkin, Ph.D., and CFO Christopher Stewart will participate in the 38th Annual ROTH Conference on March 23, 2026 in Dana Point, California at the Ritz-Carlton Laguna Niguel. The management team will participate in one-on-ones and sma ...

估值近100亿！ 2月26日，蔚来宣布芯片子公司安徽神玑技术有限公司完成首轮股权融资协议签署，融资金额超22亿元人民币，投后估值近百亿。 刚刚!蔚来 芯片首轮融 资超22亿! 全球首颗车规5纳米 蔚来神现 NX90 蔚来芯片子公司完成首轮超22亿元| 协议签署 原创 蔚来 蔚来 2026年2月26日 17:30 北京 6 30人 本轮融资汇集了合肥国投、合肥海恒、IDG资本、中芯聚源、元禾璞华等多家产业资本和行业头部机构。此次融资将有利于神玑公司持续地研发和推广高 端、高竞争力的芯片产品，支撑蔚来在自动驾驶、具身智能等领域的长远布局。 安徽神玑是国内首家研发5nm车规芯片、并首家做到规模化商用的公司。「神玑 NX9031」芯片「一颗抵四颗」的运行性能一直位居国内车载芯片首位。自 2024年投产以来已累计出货超15万套，成功部署在蔚来品牌的全系车型上。本轮融资之后，神玑公司还将推出面向下一代智能驾驶的超强性能芯片以及多款 其他领域的芯片。神玑公司前期订单主要来源于蔚来公司，同时也在积极拓展具身机器人、Agent推理等新兴业务，为AGI时代的各类客户提供完整的芯片 和智能硬件解决方案。 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Uber Good morning! Here's the latest in trending:AI bellwether: Nvidia's (NVDA) stock barely budges despite blowout earnings. Limited H200 shipments have been approved to China, while CEO Huang pushed back on AI cannibalization fears in the software sector.Day in court: A 20-year-old woman, who sued Meta's (META) Instagram and Alphabet's (GOOGL) YouTube in a landmark social media addi ...

证券日报网讯2月26日，灿瑞科技在互动平台回答投资者提问时表示，公司的智能传感器芯片下游应用 领域广泛，目前已经应用于消费级的扫地机器人，没有应用于人形机器人，公司将密切关注机器人相关 行业的机会，拓展相关的商业机会。 ...