Core Viewpoint - Nvidia forecasts first-quarter revenue of $78 billion, exceeding analysts' estimates of $72.60 billion, driven by strong demand for AI processors from Big Tech [2][3] Group 1: Financial Performance - Nvidia reported January-quarter sales of $68.13 billion, surpassing estimates of $66.21 billion, with adjusted profits of $1.62 per share compared to estimates of $1.53 [5] - The company anticipates first-quarter revenue to be within a range of $78 billion, plus or minus 2% [2] Group 2: Market Demand and Investment - Big Tech companies are expected to spend at least $630 billion on data center infrastructure in 2026, with a significant portion allocated for AI processors [3] - There is a relentless push from businesses and governments to develop advanced AI technology, indicating robust demand for Nvidia's AI chips [3] Group 3: Competitive Landscape - Nvidia faces emerging competition from AMD, which plans to launch a new flagship AI server and has secured deals with Nvidia's key customers [4] - Google is also becoming a significant competitor by providing its in-house chips to companies like Anthropic and is in discussions to supply Meta [4] Group 4: Regulatory and Operational Considerations - Nvidia's current revenue forecast does not include sales of data center chips to China, which were previously restricted due to U.S. export curbs [6] - CEO Jensen Huang expressed hope for the approval to sell Nvidia's H200 AI chip in China, with licensing discussions ongoing [7] Group 5: Compensation Strategy - Nvidia plans to include stock-based compensation expenses in its non-GAAP financial measures, diverging from broader industry trends, to attract and retain top AI talent [8]

Core Insights - Nvidia is expected to report a revenue growth of 68% year-over-year, reaching $66.2 billion, marking the 11th consecutive quarter of growth above 55% due to the AI boom [1][4][7] - Analysts project continued growth of 65% to $72.6 billion for the quarter ending in April [2] - The combined capital expenditures of major tech companies could approach $700 billion as they invest in AI infrastructure, benefiting Nvidia significantly [3] Company Performance - Nvidia's data center business is projected to grow by 70% to $60.7 billion, with approximately 90% of its revenue now coming from data center hardware [4] - The company reported a gross margin of around 75% for the current quarter, an increase from 73.5% in the previous quarter, with analysts expecting it to be slightly higher [6] Market Dynamics - A global shortage of memory due to high demand poses a potential concern for Nvidia, as memory is a critical component of its AI systems [5] - Analysts are closely monitoring Nvidia's ability to pass on rising memory costs to customers, which could impact gross margins [5][6]

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 ...