Nvidia shares surged in after-hours trading Wednesday after the company reported another strong earnings beat driven by relentless demand for artificial intelligence chips.  The stock briefly crossed the $200 mark before pulling back, reflecting both investor optimism and profit-taking following the announcement. Nvidia Stock Price Briefly Touches $200 in After-Hour Markets. Source: Google Finance Nvidia Earnings Beat All Wall Street Forecasts The company reported quarterly revenue of $68.1 billion, up ...

South Korea's central bank raised its key interest rate by a quarter-percentage point as expected on Thursday, in a bid to contain inflation and prevent capital outflows as the U.S. Federal Reserve gears up for more hikes.Japan's Nikkei 225 hit another record Thursday fueled by "Takaichi trade," while the broader Asia-Pacific markets climbed after tech stocks powered a Wall Street rally overnight.The Nikkei 225 rose 1.1%, to an all-time high of 59,199.31, extending its winning streak of record highs to a th ...

US stock futures stalled on Thursday as Nvidia's (NVDA) stellar earnings failed to impress investors, as Wall Street juggles growing worries over AI's potential for payoff and disruption. Dow Jones Industrial Average futures (YM=F) slipped just below the flatline, following solid wins for stocks more broadly on Wednesday. Contracts on the S&P 500 (ES=F) and the tech-exposed Nasdaq 100 (NQ=F) were also little changed. Nvidia shares jumped following its after-hours report Wednesday, but pared gains amid a ...

US stock futures nudged higher on Thursday as Nvidia's (NVDA) stellar earnings failed to wow investors, as Wall Street juggles growing worries over AI's potential for payoff and disruption. Dow Jones Industrial Average futures (YM=F) moved up 0.3%, following solid wins for stocks more broadly on Wednesday. Contracts on the S&P 500 (ES=F) and the tech-exposed Nasdaq 100 (NQ=F) were little changed. Nvidia shares jumped following its after-hours report Wednesday, but pared gains to less than 1% amid a luke ...

Key TakeawaysPentagon issues Friday ultimatum to Anthropic to remove AI guardrails or face a "supply chain risk" blacklisting; Lockheed Martin (LMT) and Boeing (BA) exposure is under immediate review.Secretary of State Marco Rubio warns Iran is pushing for nuclear capability and intercontinental ballistic missiles (ICBMs), calling Tehran's refusal to discuss its missile program a "big, big problem."U.S. officials are investigating a "highly unusual" shootout near Cuba involving a Florida-registered boat tha ...

国产芯片的自主化进程正在加速。2月25日晚间，国产芯片厂商海光信息发布了2025年度业绩快报。 在国产高端芯片市场需求持续攀升的背景下，公司高端处理器产品的市场版图进一步扩展，实现了营业 收入和归母净利润的增长。 2025全年及今年一季度业绩同比均有提升 2月25日晚间，国产芯片厂商海光信息发布了2025年度业绩快报。 业绩快报显示，2025年海光信息实现营业收入143.76亿元，比上年增加56.91%；实现归属于母公司所有 者的净利润25.42亿元，比上年增加31.66%；实现归属于母公司所有者的扣除非经常性损益的净利润 23.03亿元，比上年增加26.82%。报告期末总资产为356.87亿元，较报告期初增长24.96%。 除了2025年业绩，海光信息还一同披露了2026年一季度业绩预告：预计实现营业收入39.1亿元~42.2亿 元，同比增长62.91%~75.82%；预计实现归属于母公司所有者的净利润6.2亿元~7.2亿元，同比增长 22.56%~42.32%。 谈到业绩增长的原因，海光信息在公告中称，去年国产高端芯片市场需求持续攀升，公司通过深化与整 机厂商、生态伙伴在重点行业和重点领域的合作等方式推动 ...

Core Insights - Nvidia reported a significant earnings beat for Q4, with revenue of $68.1 billion and EPS of $162, surpassing estimates of $65.8 billion and $153 respectively [1][2] - The company anticipates Q1 sales to be around $78 billion, exceeding Wall Street's consensus of $72.8 billion [7][8] - Nvidia's guidance does not include any revenue from China, reflecting a cautious outlook due to geopolitical uncertainties [10][18] Financial Performance - Nvidia's data center business showed strong performance, achieving 62.3% growth compared to a consensus estimate of 60.36% [12] - The company's margins are projected to remain in the mid-70s, consistent with previous guidance [11] - Analysts expect Nvidia's capex across top cloud providers to approach $700 billion, indicating robust demand for AI-related infrastructure [4] Market Dynamics - The competitive landscape in the AI industry is evolving, with Chinese competitors gaining traction following recent IPOs, posing potential long-term disruption [2] - Major cloud providers like Microsoft, Meta, Amazon, and Google are expected to spend approximately $650 billion on AI this year, benefiting Nvidia and AMD [5] - The demand for AI compute is driving urgency for scaling up infrastructure, with analysts noting that Nvidia is sold out until the end of 2027 [13] Investor Sentiment - Despite strong earnings, there is skepticism among investors regarding the monetization of AI and the ramp-up of enterprise AI tools [22] - Nvidia's stock is trading at about 42 times forward earnings, with potential for upside as earnings estimates are likely to increase post-earnings report [19][20] - Investors are focused on the execution of AI strategies and the impact of high bandwidth memory on future growth [24][26]

Advanced Micro Devices, Inc.’s (NASDAQ:AMD) new 6GW graphics processing unit (GPU) deal with Meta Platforms Inc (NASDAQ:META) is drawing mixed reactions on Wall Street, with JPMorgan and Goldman Sachs staying cautious while BofA Securities leans bullish on the long-term earnings upside.Ratings And Targets Up FrontJP Morgan analyst Harlan Sur maintained a Neutral rating on AMD.Goldman Sachs analyst James Schneider reiterated a Neutral rating on AMD and raised the price forecast to $240 (up from $210 prior).B ...

Nvidia Stock Pares Gains as Earnings Call ConcludesCONCLUDED[Nvidia Stock Pares Gains. It Had Another Big Earnings Beat.]Last Updated:---14 hours ago# Nvidia Stock Pares Gains as Earnings Call ConcludesBy[Adam Levine]As Nvidia concluded its fourth-quarter conference call, the stock was trading only modestly higher, up 0.6%.At one point in late trading, shortly after the report was released, the chip maker's stock was up 4%. ...

Core Insights - Nvidia reported record profits with $68 billion in revenue for the most recent quarter, a 73% increase from the previous year, driven primarily by its data center business [1][2] - The data center revenue was broken down into $51 billion from compute revenue (mainly GPUs) and $11 billion from networking products [2] - The company has not reported any revenue from chip exports to China, despite the U.S. lifting export restrictions, indicating uncertainty in the market [3] Company Developments - Nvidia is pursuing a partnership with OpenAI, with a reported investment of $30 billion, and is also collaborating with other companies like Anthropic and Meta [4][6] - Concerns regarding the sustainability of tech companies' capital expenditure commitments were addressed, with the belief that compute investments will soon yield revenue [7] - The CEO emphasized the critical role of compute in generating revenue, stating that without compute, revenue growth is not feasible [8]