When it comes to powering artificial intelligence (AI), there's Nvidia (NASDAQ: NVDA), then there's everyone else. As the leading provider of graphics processing units (GPUs) that underpin AI, Nvidia is viewed as a bellwether for AI adoption. As such, the company's quarterly financial report has become critically important for understanding the current state of AI. Nvidia CEO Jensen Huang just handed down the company's financial report as the latest and most definitive update on the matter. Where to inves ...

Let's bring in Invidia Bull Chris Roland. He's a senior semiconductor analyst at Sysuana Sescuana. He's got a $250 price target on the stock.Chris, great to have you with us. >> Hi, Melissa. >> What What's your take so far.>> Yeah, it was a monster guide. Uh we were really concerned about capping that guide on supply constraints, but they are managing very well. >> Are you concerned about the impact of memory costs.Memory costs not so much, memory availability perhaps, but they h they have probably the best ...

fund their lead tech analyst Beth Kindick and Beth so you know this article I'm referring to uh it's also the same article said that your talked about your precient call on Nvidia August 2021 and we're talking about like everyone hated it you took a lot of heat whenever it took a hit and in some ways even though maybe not that same level of doubt it feels like we're getting to sort of where people have lost any faith that this could be the company that it used to be what do you say to Yeah, I appreciate you ...

来源：市场资讯 （来源：吴说） 吴说获悉，NVIDIA 披露 2026 财年第四季度及全年业绩：Q4 营收 681 亿美元，同比增长 73%，环比增 长 20%；GAAP 净利润 429.6 亿美元，稀释后每股收益 1.76 美元，非 GAAP 每股收益 1.62 美元；数据 中心收入 623.1 亿美元，同比增长 75%。2026 财年全年营收 2,159 亿美元，同比增长 65%。公司预计 2027 财年第一季度营收约 780 亿美元 ±2%，非 GAAP 毛利率约 75.0% ±50 个基点。 ...

英伟达CFO：网络业务在第四财季表现突出，纵向扩展和横向扩展技术需求创纪录。 来源：滚动播报 ...

Core Insights - Nvidia reported $68.1 billion in quarterly revenue, marking a 73% year-over-year increase, and earnings per share of $1.62, surpassing analyst expectations of $66.1 billion and $1.54 respectively [1][2] Financial Performance - Full-year revenue for Nvidia totaled $215.9 billion with earnings per share of $4.77, exceeding expectations of $213.8 billion and $4.69 [2] - Data center revenue in the fourth quarter reached a record $62.3 billion, up 75% from the previous year, accounting for over 91% of the company's total sales [2] Market Context - Nvidia is the only stock among the "Magnificent Seven" to see an increase in value this year, while other major companies like Tesla, Microsoft, Alphabet, Meta, Apple, and Amazon have not experienced gains [3] - Recent skepticism in the AI market has been noted, with significant projected spending on AI products from major firms, totaling $610 billion by 2026, including Amazon's anticipated capital expenditures of up to $200 billion [4] - Analysts have indicated that spending forecasts for AI have exceeded expectations, despite ongoing investor concerns regarding AI spending [4]

The U.S. stock market is exhibiting strong bullish momentum this Wednesday, February 25, 2026, as investors aggressively position themselves ahead of what is widely considered the most critical earnings report of the season. The major indexes are trading firmly in the green, buoyed by a significant rebound in the technology sector and easing geopolitical tensions. Market participants are particularly focused on the artificial intelligence (AI) narrative, which has received a fresh boost from new corporate p ...

Yeah, I mean, straight to the outlook. And by the way, I would have done the same thing. Go right there.You know, revenue in the fiscal first quarter, $78 billion plus or -2%, You know, a consensus was really high. But like going into this, it's a very simple equation. There were many names from across sell side by side that said they wanted to see in video beat revenues overall in the current period in by the multiple billions of dollars, you know, against consensus.And so one thing I would say to to confi ...

来源：滚动播报 英伟达第四季度营收681亿美元，环比增长20%，同比增长73%。2026财年全年营收2159亿美元，同比 增长65%。GAAP与非GAAP毛利率分别为75.0%和75.2%。2026财年全年，GAAP与非GAAP毛利率分别 为71.1%和71.3%。GAAP与非GAAP摊薄后每股收益分别为1.76美元和1.62美元。2026财年全年，GAAP 与非GAAP摊薄后每股收益分别为4.90美元和4.77美元。2026财年期间，英伟达以股票回购+现金分红形 式向股东返还411亿美元。截至第四季度末，公司仍有585亿美元股票回购额度未使用。 ...

Nvidia's (NVDA) fourth quarter earnings beat and better-than-expected first quarter revenue outlook failed to lift the stock on Thursday as concerns about how big bets on AI will pay off continued to swirl. Initial gains after-hours for Nvidia stock gave way to bearish sentiment for the world's largest company by market cap. The lukewarm reception to Nvidia's results dragged on the tech-heavy Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) as investors wanted more details about Nvidia's upbeat forecast and w ...