Love that. Breaking news. It's Nvidia's night.We are just over an hour away from the release of the AI chip leaders fourth quarter earnings numbers. Ahead of the highly anticipated report, we've got shares up 2 and a4% to $197 and change. The stock is off the record of 212 back in October.Now, the expectations are sky high for Nvidia. Wall Street is looking for a buck 53 in profit. That would be a gain of 72% year-over-year.and revenue coming in at 66.21% billion. That would be a gain of 68%. Even if you do ...

The U.S. stock market opened with a cautious tone on Monday, February 23, 2026, as investors grappled with a rapidly shifting trade policy landscape and heightened geopolitical risks. Following a volatile but ultimately positive finish to the previous week, major indexes showed signs of consolidation in early trading. The market's primary focus remains the fallout from a landmark Supreme Court ruling regarding presidential tariff authority and the anticipation of a high-stakes earnings report from the world ...

Markets enter a critical week dominated by Wednesday's Nvidia (NVDA) earnings and escalating geopolitical tensions as rising U.S.-Iran hostilities push oil prices higher, creating inflation concerns that could derail rate-cut expectations and pressure equities. Adding to the volatile backdrop, President Trump raised the new global tariff rate to 15% on Saturday, just one day after setting it at 10%, following Friday's Supreme Court decision striking down many of his previous tariffs. The rapid tariff esca ...

Core Insights - The article highlights several hyper-growth tech stocks that have shown strong performance in recent years, suggesting they could be valuable additions to investment portfolios. Group 1: Nvidia - Nvidia has been a leader in the semiconductor industry, particularly benefiting from the AI boom, with significant investments from major tech companies in AI infrastructure [3] - The company is set to release a new chip, the Rubin, designed for AI inference processes, which is expected to enhance its competitive edge [5] - Nvidia's current forward P/E ratio is 24.3, significantly lower than its five-year average of 37.4, indicating an appealing valuation [6] Group 2: Palantir Technologies - Palantir specializes in AI-driven data mining and analytics, with a notable customer base including the U.S. government, and reported a 70% year-over-year revenue increase in its fourth quarter [7] - The company's "Rule of 40" metric has improved from 81% to 127%, indicating strong profitability relative to its revenue growth [9] - Despite its growth potential, Palantir faces challenges in expanding its workforce to capitalize on international opportunities, and its shares have seen a 20% decline year-to-date, making them more attractively priced [10] Group 3: MercadoLibre - MercadoLibre is a leading e-commerce and fintech platform in Latin America, reporting a 39% year-over-year revenue growth and a net profit margin of 5.7% [11] - The company has 115 million unique buyers and 72 million monthly active users in its fintech services, marking its 27th consecutive quarter of revenue growth above 30% [11] - Concerns about competition from Sea Limited's Shopee in Brazil have impacted its stock performance, but the e-commerce market in Latin America is projected to grow faster than the global average [12] Group 4: Vanguard Information Technology ETF - The Vanguard Information Technology ETF includes major growth stocks like Microsoft, Apple, and Nvidia, providing a diversified investment option in the tech sector [14]

Core Viewpoint - Nvidia has been a dominant player in the stock market, reaching a market cap of $4.38 trillion and briefly exceeding $5 trillion in late 2025, driven by the growth of AI technology [1]. Company Overview - Nvidia is the primary hardware provider for numerous companies developing AI capabilities, including major firms like Alphabet and even those not directly focused on AI, such as Mercedes-Benz and Illumina [2]. - The company has a comprehensive AI hardware product line that supports training, inference, and simulation, ensuring compatibility across its products [6]. Financial Performance - In Q3 of fiscal 2026, Nvidia reported a 62% year-over-year revenue growth, exceeding $57 billion for the quarter, with operating income increasing by 65% to $36 billion and diluted earnings per share (EPS) rising by 67% [8][9]. - The company reduced its long-term debt by 4.7%, holding total debt of $10.8 billion against a net cash position of $11.49 billion, which grew by 26% year-over-year [9]. - Nvidia's free cash flow increased by 31.5% year-over-year, while operating free cash flow grew by 34.7% year-over-year, with gross, operating, and net margins at 70%, 58%, and 53% respectively [9][10]. Market Position and Future Outlook - Despite some companies exploring alternatives to Nvidia hardware, the company continues to lead the AI hardware market in terms of market share and product sophistication [3][10]. - The consistent growth in revenue and income suggests a strong potential for continued performance, making Nvidia a noteworthy consideration for investment in 2026 [11].

Core Insights - OpenAI plans to invest $1.4 trillion in AI infrastructure, aiming to add 30 gigawatts of computing power, with each gigawatt costing approximately $40 billion [1][2] Group 1: Nvidia - Nvidia controls about 85% of the AI chip market, leading to a market cap of $4.58 trillion and a quarterly revenue growth of 62% year over year, exceeding $57 billion as of Q3 2025 [4][5] - The company’s cloud GPUs sold out in Q3 2025, and its new Blackwell chip is performing exceptionally well, indicating strong demand for its high-end hardware [5] - Nvidia's near-monopoly on AI hardware is expected to continue, significantly influencing the market [5] Group 2: Micron Technology - Micron Technology's revenues climbed 57% year over year to $13.6 billion in Q1 of fiscal 2026, with a gross profit margin of 45.3% and an operating margin of 32.5% [9] - The company is experiencing a surge in free cash flow, increasing by 7,852% year over year, and operating cash flow growing by 159% [9] - Micron is trading at a P/E ratio of 21.8, which is lower than Nvidia's 46.1, despite a 394% increase in share price over the past 12 months, indicating an attractive valuation [11][12] Group 3: Dominion Energy - Dominion Energy is positioned to benefit from AI infrastructure spending, particularly in Virginia, where it is the largest power company [16][17] - The company reported an 8.36% year-over-year revenue growth in Q3 2025, with a gross profit margin of 49% and an operating margin of 29.4% [17] - The demand from data centers in Virginia, which has become a hotspot for data center construction, will require significant electricity supply, positioning Dominion favorably [13][14][17]

$200 or $150? Nvidia's February 25 Earnings Will Settle the Debate - 24/7 Wall St.[S&P 5007,012.20 +0.36%] (https://247wallst.com/indices/sp-500/)[Dow Jones49,058.10 +0.09%](https://247wallst.com/indices/dow- jones/)[Nasdaq 10026,209.50 +0.78%](https://247wallst.com/indices/nasdaq-100/)[Russell 20002,682.96 +0.47%](https://247wallst.com/indices/russell-2000/)[FTSE 10010,176.90 -0.29%] (https://247wallst.com/indices/ftse-100/)[Nikkei 22553,500.60 +1.13%](https://247wallst.com/indices/nikkei- 225/)[Investing] ...

Core Insights - Nvidia has shown resilience despite facing significant challenges in 2025, rewarding patient shareholders with a notable stock recovery [2][12] - The company experienced a stock decline of 37% initially, followed by a remarkable recovery of 38.9% by year-end, outperforming the S&P 500 [2][12] Group 1: Challenges Faced - Nvidia faced high expectations after two years of triple-digit growth driven by AI demand, leading to investor nervousness about potential growth deceleration [4] - Concerns about competition from DeepSeek's R1 reasoning model and the impact of tariffs on GPU demand were ultimately unfounded [5] - The ban on AI chip sales to China posed a significant hurdle, particularly after the Trump Administration's restrictions on Nvidia's H20 AI chips [6] Group 2: Growth Catalysts - Contrary to expectations, Nvidia's revenue and profits continued to grow, with Q3 fiscal 2026 revenue reaching $57 billion, a 62% year-over-year increase, and EPS rising 67% to $1.30 [7] - The company anticipates Q4 revenue of $65 billion, projecting an 84% growth rate, indicating strong future performance [7][8] - Nvidia's CEO announced that the next-generation AI chips, Vera Rubin, are in full production ahead of schedule, promising a 90% reduction in AI inference costs compared to the current Blackwell chip [9] - CFO confirmed that the previous revenue estimate of $500 billion by the end of 2026 was conservative, suggesting even higher future revenues [10] Group 3: Market Opportunities - Reports indicate that China may soon approve imports of Nvidia's H200 chips for select customers, potentially generating $50 billion in annual sales despite restrictions on sensitive uses [11] - Nvidia's stock is currently attractively priced at less than 25 times next year's expected earnings, suggesting a favorable investment opportunity [12]

Core Insights - CES 2026 is set to showcase advancements in physical AI and robotics, emphasizing real-world applications of AI technology [1][2] Group 1: AI Trends - The focus at CES 2026 has shifted from cloud-based solutions to on-device and agentic AI, with devices now capable of proactively completing tasks [2] - The concept of the "Zero Labor Home" is gaining traction, with companies like LG and Samsung leading the way in robotics that perform household chores [3] Group 2: Quantum Technology - CES 2026 marks a significant emphasis on quantum technology, with the CES Foundry highlighting practical applications in fields such as cryptography and material science [4] Group 3: Automotive Innovations - The automotive section at CES 2026 is centered around software-defined mobility, featuring the pre-production reveal of the Sony-Honda Afeela 1 and advancements in air taxis [5] Group 4: Notable Speakers - Keynote addresses will be delivered by industry leaders, including NVIDIA's CEO Jensen Huang, who is expected to discuss next-generation GPUs and AI applications [7] - AMD's CEO Lisa Su will focus on hardware developments for AI PCs, while Caterpillar's CEO Joe Creed will address AI and autonomy in sustainable construction [7]

Group 1 - Nvidia CEO Jensen Huang will present at CES 2026, generating excitement among investors, gamers, and tech enthusiasts [1] - The keynote is scheduled for January 5 at 1 p.m. PT / 4 p.m. ET / 9 p.m. GMT, and will be streamed live on Nvidia's official website and YouTube channel [2] - Nvidia plans to showcase cutting-edge AI, robotics, simulation, gaming, and content creation, with over 20 demos expected throughout the week [3] Group 2 - Observers are particularly interested in updates on Nvidia's next-generation GPUs and new AI applications in robotics and real-world simulations [4] - Nvidia is currently the world's most valuable publicly traded firm, with a market valuation of approximately $4.59 trillion, and continues to lead the AI training market [5] - The company scores in the 94th percentile for Growth and the 98th percentile for Quality according to Benzinga's Edge Stock Rankings [6]