What It Represents If NVIDIA hits or clears $65.7 billion, it would mark a dramatic acceleration from $57.0 billion in Q3 — a sequential jump of roughly 15% in a single quarter. That Q3 result itself came in ahead of the $56.02 billion estimate, driven by Data Center revenue of $51.2 billion, up 66% year over year. Networking alone surged 162% year over year. The revenue figure tonight matters, but it is almost secondary to what investors really need to see. Wall Street has set the bar at $65.7 billion in r ...

Quick Read NVIDIA (NVDA) reports Q4 earnings tonight with Wall Street expecting $65.7B revenue versus $57.0B in Q3. Gross margin recovery to 75.0% matters more than revenue for NVIDIA as Blackwell transition pressured Q3 margins. Prediction markets show 93.8% beat probability. Only 35.5% expect NVIDIA above $200 by February 27. Nvidia made early investors rich, but there is a new class of 'Next Nvidia Stocks' that could be even better; learn more here. Wall Street has set the bar at $65.7 billio ...

The major U.S. index futures are currently pointing to a higher open on Wednesday, with stocks poised to add to the strong gains posted in the previous session.The may continue to benefit from strength in the tech sector amid optimism ahead of the release of earnings news from AI chipmaker and market leader Nvidia (NVDA).Nvidia, which is due to release its fourth quarter financial results after the close of today's trading, is climbing by 0.8 percent in pre-market trading.Software giants Salesforce (CRM) a ...

Market Overview - The market reaction to President Trump's State of the Union address was muted, with no significant changes observed in market levels [2][4] - Current market focus is on Nvidia's earnings and the overall technical patterns observed in recent weeks [3][6] Nvidia Earnings - Nvidia's earnings report is anticipated to show revenue around $65.6 billion, with year-over-year growth estimated between 68% to 70% [8][9] - The adjusted earnings per share estimate is $152, with data center sales projected at $60 billion, driven by hyperscalers [9] - Guidance from Nvidia is critical, especially regarding potential sales to China, which have not yet been reflected in current quarter results [10][12] - Recent Taiwan export data showed a 4.8% increase in electronics, indicating potential future sales for Nvidia [11][13] - Nvidia's stock has been trading within a range of $170 to $190, with a recent close above $190 being a key level to watch [14][15] Workday Performance - Workday reported adjusted earnings per share of $2.47, slightly above the expected $2.32, and revenue of $2.53 billion, beating expectations [20] - However, guidance on subscription revenue and margins fell short of market expectations, leading to downward pressure on shares [21][22] HPQ Performance - HPQ's revenue exceeded expectations at $14.44 billion, with adjusted earnings per share at 81 cents, surpassing the forecast of 77 cents [24] - Despite strong revenue, guidance was light, with concerns over declining margins and challenges in the printing business [26] S&P 500 Levels - Current levels for the S&P 500 are targeting 69.45% to the upside and 68.40% to the downside, indicating a wide range of potential movement [27] - The VIX is at 19.1%, suggesting an implied move of around 1.2% in either direction [27]

Valens Semiconductor (NYSE:VLN) February 2026 Adjusted EBITDA is defined as net profit (loss) before financial income (expense), net, income taxes, equity in earnings of investee, depreciation and amortization, further adjusted to exclude share-based compensation, certain batch production incident expenses and change in the fair value of the Forfeiture Shares and earnout liability, which may vary from period-to-period. We caution investors that amounts presented in accordance with our definition of Adjusted ...

K2Global SMB500 Platform deploys blockchain-enabled industrial ecosystems in Atlanta, GA and Dallas, TX — strengthening American supply chains and manufacturing capacityATLANTA and DALLAS, Feb. 25, 2026 (GLOBE NEWSWIRE) -- JP3E Holdings Inc. (OTC: JPTE) today announced a strategic partnership with TBURN Chain Foundation to deploy the K2Global SMB500 Platform through Innovation City Kwave hubs in Atlanta, Georgia and Dallas, Texas. The K2Global SMB500 initiative integrates 500 elite Korean small and mid-size ...

Core Viewpoint - SK Hynix announced an additional investment of 21.6081 trillion KRW (approximately 103.978 billion RMB) in the first phase of its semiconductor factory in Yongin, Gyeonggi Province, with the investment period extending until the end of 2030, driven by the growing demand for memory chips due to the rapid evolution of AI [1][2] Group 1 - The total investment for the first phase of the factory, including previously announced investments, will reach approximately 31 trillion KRW (about 149.172 billion RMB) [2][3] - The company aims to expand production capacity in response to the structural increase in demand for high-performance and highly integrated semiconductors driven by advanced industries such as AI and data centers [2][3] - The additional investment will be used to complete the main structure of the first phase of the factory and to build all clean rooms from Phase 2 to Phase 6 [2][3] Group 2 - SK Hynix expects the opening of clean rooms required for semiconductor production to be advanced from May next year to February, allowing for earlier production [3][5] - The company plans to build an operational system in a timely manner based on the readiness for early production, ensuring flexibility to meet future demand [5] - SK Hynix aims to strengthen its leading position in the global semiconductor market through large-scale investments and by fostering a symbiotic ecosystem with around 50 partner companies [5]

Nvidia's earnings on Wednesday are expected to show booming sales of the company's current rack-scale system. But all eyes are on its next AI system, Vera Rubin, which is scheduled to roll out later this year.Vera Rubin, which is made up of 1.3 million components, will deliver 10 times more performance per watt than its predecessor, Grace Blackwell, the company claims. That's a significant development when energy consumption is one of the most critical issues facing the artificial intelligence build-out. CN ...

Core Viewpoint - The iShares MSCI South Korea ETF (EWY) has reached a 52-week high and has increased by 200% from its 52-week low of $48.49 per share, indicating strong momentum in the fund [1]. Group 1: ETF Overview - The underlying MSCI Korea 25/50 Index includes stocks primarily traded on the Stock Market Division of the Korea Exchange, with the fund charging 59 basis points in annual fees [2]. Group 2: Drivers of Growth - South Korea ETFs are benefiting from the global AI boom, particularly due to strong demand for semiconductors and rising export momentum, with significant contributions from Samsung Electronics and SK Hynix [3][5]. - The ETF reflects strong investor confidence in Korea's AI-driven market outlook, supported by positive alpha and sustained earnings growth [3]. Group 3: Future Outlook - EWY is expected to maintain its strong performance in the near term, indicated by a positive weighted alpha of 189.19, suggesting potential for further gains [4].

格隆汇2月25日丨长光华芯(688048.SH)在投资者互动平台表示，随着3.2T模块、量子光芯片等下一代技 术演进，硅光集成将深度绑定全球数字化进程，成为光通信不可逆的技术主线。公司通过全资子公司出 资成立苏州星钥光子科技有限公司，已提前布局这下一代技术路线。同时公司已经在相干光通讯芯片方 面也已有布局。 ...