By Arsheeya Bajwa and Stephen Nellis Feb 25 (Reuters) - Chipmaker Nvidia posted better-than-expected results for the January quarter on Wednesday and forecast current-quarter revenue above market estimates, betting on Big Tech's unabated spending on its artificial-intelligence processors. But its stock traded flat after hours, as investors, used to solid revenue beats from the ‌company for 14 straight quarters, were likely disappointed by the uneventful results that were released 10 minutes after the exp ...

Geopolitical risks remain a negative for stocks. Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s ...

Core Insights - NVIDIA reported record revenue of $68.1 billion for Q4 FY26, representing a 20% increase from Q3 and a 73% increase year-over-year [1][9] - For the full fiscal year 2026, NVIDIA achieved revenue of $215.9 billion, up 65% from the previous year [1][7] - The company emphasized the exponential growth in computing demand, particularly in AI, with significant enterprise adoption of AI technologies [3] Financial Performance - Q4 FY26 GAAP gross margin was 75.0%, while non-GAAP gross margin was 75.2%, both showing improvements from the previous quarter [1][6] - GAAP earnings per diluted share for Q4 FY26 were $1.76, up 35% quarter-over-quarter and up 98% year-over-year [2][6] - For fiscal 2026, GAAP earnings per diluted share were $4.90, a 67% increase from the previous year [2][7] Shareholder Returns - NVIDIA returned $41.1 billion to shareholders in FY26 through share repurchases and cash dividends [3] - The next quarterly cash dividend of $0.01 per share is scheduled for April 1, 2026 [4] Business Segments - Data Center revenue reached a record $62.3 billion in Q4 FY26, up 22% from Q3 and up 75% year-over-year [9] - Gaming revenue for Q4 FY26 was $3.7 billion, reflecting a 47% increase year-over-year but a 13% decrease from the previous quarter [14] - Automotive revenue for Q4 FY26 was $604 million, up 2% from Q3 and up 6% year-over-year [14] Strategic Developments - NVIDIA announced the launch of the Vera Rubin platform, which aims to significantly reduce inference costs in AI applications [14] - The company expanded partnerships with major cloud providers and industrial leaders to enhance AI capabilities and infrastructure [14] - NVIDIA's collaboration with Meta includes large-scale deployment of NVIDIA CPUs and GPUs, indicating a strong focus on AI infrastructure [14]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here, taking you through to the closing bell with a global simulcast. It starts right now.Carol Massar and Stenovec joining us from the radio room. Caroline Hyde, the co-host of B-tech joins us as well as we now drum beat to those results. Quarterly earnings out of the largest company in the world and probably at least for right now, the most consequential in video.Yeah, Nvidia and looking at it actually trading off its hig ...

Group 1: Warner Bros. Discovery and Paramount Negotiations - Warner Bros. Discovery is evaluating a proposal from Paramount, which may lead to a superior offer, following a seven-day negotiation period [2][3] - Paramount has made significant concessions to address Warner Bros. board's concerns, indicating progress in negotiations [3] - The final decision on whether the proposal is deemed superior is still pending, with some details needing clarification [2][3] Group 2: PayPal and Stripe Acquisition Talks - PayPal is being considered as a potential acquisition target, with Stripe showing preliminary interest in acquiring parts or all of the company [5][6] - PayPal's market value has significantly decreased, losing half of its value over the past year, which has led to discussions about its future [5][6] - The potential acquisition reflects broader trends in the M&A market, indicating a shift in what deals are considered possible under current regulatory environments [8] Group 3: AI Infrastructure and Investment Opportunities - The AI boom is driving significant investment in infrastructure, with estimates suggesting $3 trillion will be needed by 2030 for data centers and related businesses [47] - NVIDIA is expected to report $60 billion in revenue from data centers, reflecting a 70% year-over-year growth, highlighting the explosive growth in this sector [48] - The semiconductor industry is projected to reach $1 trillion in revenue for the first time, with a 26% surge expected in 2026 [49] Group 4: CoreWeave and AMD Deals - CoreWeave is seeking to raise $0.5 billion to finance its growth in AI infrastructure, indicating a strong demand for data center capabilities [12] - Meta is engaging in a significant deal with AMD, which could yield tens of billions in potential revenues, emphasizing the importance of partnerships in the AI space [13][14] - Meta's agreement allows it to purchase up to 160 million shares of AMD, ensuring its position in the competitive AI infrastructure market [14] Group 5: AI Disruption and Market Adaptation - AI is expected to cause significant disruptions across various sectors, with companies needing to adapt to rapid changes in technology and workforce dynamics [20][22] - The deployment of AI agents is anticipated to increase productivity, but it raises concerns about job displacement and the need for workforce retraining [41][43] - Companies are encouraged to focus on strong balance sheets and cost-cutting measures to prepare for potential market disruptions [89]

Ideal Power Announces Closing of $14 Million Financing of Common Stock [Accessibility Statement] Skip NavigationThe financing was led by the company's largest existing institutional shareholders, with participation from Ideal Power insiders, including its CEOAUSTIN, Texas, Feb. 25, 2026 /PRNewswire/ -- Ideal Power Inc. (Nasdaq:IPWR) ("Ideal Power," the "Company," "we," or "our"), pioneering the development and commercialization of the highly efficient and broadly patented B-TRAN® bidirectional semiconductor ...

News Highlights AMD and Nutanix sign multi-year agreement to accelerate adoption of Nutanix-powered agentic AI platform on AMD accelerated compute infrastructure for enterprise AI and service providers AMD to invest and fund up to $250 million in Nutanix shares, and R&D and go-to-market for integrated solutions Joint roadmap to integrate AMD ROCm™ and AMD Enterprise AI software into the Nutanix Cloud Platform and the Nutanix Kubernetes Platform using AMD EPYC™ CPUs and AMD Instinct™ GPUs with support from a ...

Arm Holdings PLC (NASDAQ:ARM) stock is up 2.8% to trade at $131.72 today. The chipmaker is building off yesterday's 3.5% pop that stemmed from a price-target hike from BofA Global Research to $140 from $135. Thanks to a 20% year-to-date gain and bounce off $100, the stock has cleared a key trendline with bullish implications. The trendline in question is Arm's 80-day moving average. Per Schaeffer's Senior Quantitative Analyst Rocky White, this “crossover” event has happened two other times during the last t ...

Stocks moved mostly higher during trading on Wednesday, adding to the strong gains posted in the previous session. With the continued advance, the Nasdaq and the S&P 500 more than offset the steep losses posted on Monday.The major averages ended the day just off their highs of the session. The Nasdaq jumped 288.40 points or 1.3 percent to 23,152.08, the S&P 500 climbed 56.06 points or 0.8 percent to 6,946.13 and the Dow rose 307.65 points or 0.6 percent to 49,482.15.The continued strength on Wall Street pa ...

Nvidia (NVDA) is gearing up to re-enter the consumer PC space with AI-centric laptop chips set to be launched this year in laptops from Dell Technologies (DELL), Lenovo (LNVGY), and other makers. Though the financial implications of this move will be minimal at the moment, it does reflect Nvidia’s intentions to further strengthen its position in the AI space beyond the datacenter and into the world of edge computing. The timing of this move also seems quite interesting, with Nvidia shares currently tradi ...