Nvidia NVDA stock today: Even after forecasting first-quarter revenue well above the average analyst estimate and reporting a 73% jump in fourth-quarter sales, Nvidia's stock dropped on Thursday. The muted response suggests that, despite blockbuster growth, investors are still uneasy about how long the artificial intelligence boom can last.Why Nvidia Stock (NVDA) Fell Despite Strong EarningsThe chipmaker has become the world’s most valuable firm on the back of explosive AI demand. Its stock has climbed roug ...

(Bloomberg) — Nvidia Corp.’s earnings report on Wednesday afternoon comes at a critical time for the US stock market with investors increasingly nervous about the outlook for artificial intelligence. While most Wall Street pros are anticipating strong results from the chipmaker amid ballooning spending on computing infrastructure, there is less certainty about how its shares — and others — will respond at a time when fears about AI disruption and the staying power of heavy investments are dominating the t ...

Core Insights - NVIDIA Corporation (NVDA) is experiencing strong quarter-over-quarter earnings, driven by high demand for its Blackwell chips, expanding AI partnerships, and increased data center investments, indicating long-term growth potential [1] - Despite this, NVIDIA's shares have only risen 1.8% year to date, underperforming compared to other AI companies like TSMC, Micron, and Supermicro, which have seen significant stock price increases [2] NVIDIA Corporation - NVIDIA's fiscal 2026 fourth quarter is expected to reflect continued strong performance due to relentless demand for its chips and AI-driven partnerships [1] Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is benefiting from rising data center demand, with expected revenues for Q1 2026 projected between $34.6 billion and $35.8 billion, marking a 25.5% year-over-year increase and a 1.9% quarter-over-quarter rise [5] - TSMC anticipates improved profit margins, projecting a gross margin of 63% to 65% for Q1 2026, up from 62.3% in Q4 2025, with an expected earnings growth rate of 53.8% for the current quarter [6] Micron Technology, Inc. - Micron is poised for solid growth due to increased demand for its high-bandwidth memory (HBM) chips, driven by data center operators and AI hyperscalers [7] - The company expects fiscal Q2 2026 revenues between $18.3 billion and $19.1 billion, up from $13.64 billion in Q1 2026, with projected earnings growth rates of 444.9% for the current quarter and 307.6% for the full year [8][9] Super Micro Computer, Inc. - Supermicro is set to benefit from rising AI hardware demand, with growing interest in its Data Center Building Block Solutions (DCBBS) among AI clients [10] - The company expects revenues for fiscal Q3 2026 to reach $12.3 billion, with full-year net sales projected to exceed $40 billion, and earnings growth rates of 103.2% for the current quarter and 7.8% for the full year [11]

12,630,332-$32.1412.50%$225.02[Datadog][DDOG]• Vol: 8,408,177-$13.3311.53%$102.33[CrowdStrike] [CRWD]• Vol: 12,587,258-$40.4810.42%$348.12[KKR][KKR]• Vol: $1,000 in NVIDIA Ten Years Ago Beat the S&P 500 by Roughly 70x - 24/7 Wall St.[S&P 5006,837.90 -1.10%] [Dow Jones48,838.20 -1.60%][Nasdaq 10024,688.90 -1.35%][Russell 20002,620.80 -1.68%][FTSE 10010,689.40 -0.43%][Nikkei 22556,803.00 -0.56%][Stock Market Live February 23, 2026: S&P 500 (SPY) Tried to Shrug Off Tariff Uncertainty][Investing]# $1,000 in NVI ...

Key Takeaways NVIDIA, the AI king, will report EPS Wednesday, AMC.Wall Street projects blistering, high-double-digit growth.Investors will want to see if hyperscaler data center spending continues. NVIDIA Earnings Q4 LoomZacks Rank #2 (Buy) stock NVIDIA ((NVDA) will report its fourth quarter earnings-per-share results on Wednesday, February 25th, after the stock market closes. Regardless of whether an investor has a position in the stock, NVIDIA’s earnings will likely be the most important and watched repor ...

Core Insights - NVIDIA Corporation (NVDA) is expected to report strong fourth-quarter fiscal 2026 earnings on February 25, driven by its leadership in artificial intelligence (AI) computing and high-performance datacenter GPUs [1][10] Financial Expectations - Fourth-quarter fiscal 2026 revenues are anticipated to reach approximately $65 billion, reflecting a 66.7% year-over-year increase and a 15% sequential rise [2] - The consensus estimate for fourth-quarter earnings is set at $1.52, indicating a year-over-year surge of 70.8% and a sequential growth of 16.9% [3] Datacenter Growth - NVIDIA's datacenter business has been a significant growth driver, with revenues in the third quarter of fiscal 2026 increasing by 66% year-over-year and 25% sequentially to $51.22 billion [4] - The Zacks Consensus Estimate for datacenter revenues in Q4 is projected at $58.72 billion, representing a 65% year-over-year increase and a 14.6% sequential rise [5] AI Demand and Market Trends - The rise of generative AI is creating a substantial demand for high-performance computing power across various industries, including healthcare, automotive, and manufacturing [7][9] - The global generative AI market is projected to grow to $1,260.15 billion by 2034, with a compound annual growth rate (CAGR) of 29.3% [8] Chip Technology - NVIDIA's latest chip designs, including Hopper, Ampere, and Blackwell, are integral to many AI applications, supporting major tech companies like Microsoft, Amazon, and Google [6]

When you see the stock of the company at the epicenter of the AI boom trading at super-low valuations, it's cause to sit up in your seat. That's where I am on Nvidia (NVDA) ahead of its much-anticipated earnings report on Wednesday. Call it a state of pre-earnings shock. At less than 24 times estimated forward earnings, Nvidia is trading not far from its lowest price-to-earnings (P/E) multiple in five years. It's also well below its five-year average of roughly 38 times. And as they say in showbiz: But ...

Core Viewpoint - The upcoming financial reports from Nvidia and Salesforce are anticipated to provide critical insights into the current state of the AI revolution and its implications for the stock market, particularly for SaaS stocks and AI-related technologies [2][13]. Nvidia - Nvidia has experienced a remarkable stock increase of 1,200% since early 2023, driven by the demand for its GPUs, which are essential for running AI models in data centers [4]. - The company's third-quarter revenue reached $57 billion, marking a 62% year-over-year increase and a 22% quarter-over-quarter increase, with diluted EPS rising 67% to $1.30 [5]. - Nvidia's management forecasts record revenue of $65 billion for Q4, representing a 65% growth, with adjusted EPS expected to be $1.45, an increase of 63% [5]. - Nvidia constitutes approximately 7.4% of the S&P 500, indicating that its performance can significantly influence the index's movement [6]. Salesforce - Salesforce's stock has declined by 30% since the start of 2026 due to fears that advancements in AI could diminish demand for its SaaS offerings [8]. - For its fiscal 2026 third quarter, Salesforce reported revenue of $10.3 billion, a 9% year-over-year increase, and EPS of $2.20, up 38% [9]. - The company's remaining performance obligation (RPO) grew 12% to $59.5 billion, suggesting strong future demand as RPO growth outpaces revenue growth [9]. - Salesforce is forecasting Q4 revenue of $11.2 billion, indicating an 11% growth, although heavy investments in AI-related tools are expected to reduce EPS by 15% [10]. - Despite its small weighting of 0.28% in the S&P 500, Salesforce's results are viewed as a bellwether for the overall SaaS market [11]. Market Sentiment - There is a prevailing concern among investors regarding the potential decline of SaaS stocks due to AI advancements, termed the "SaaSpocalyse" [8]. - However, Nvidia's CEO Jensen Huang suggests that fears of AI replacing existing software solutions may be exaggerated, arguing that AI will likely enhance rather than replace current software offerings [14].

And, there’s the fact that Nvidia’s growth is heavily dependent on a handful of hyperscalers. Analysts are raising concerns about those intriguing (a.k.a. strange and suspicious) circular AI deals. That’s where capital flows between cloud providers and AI startups create an artificial loop of GPU purchasing. NVDA needs to show the market that demand is broadening out.Then there’s the Blackwell vs. Rubin Dilemma. Traders are hyper-focused on the transition between chip generations. While current Blackwell sy ...

Core Insights - Nvidia has signed a multiyear deal to sell millions of AI chips to Meta Platforms, which includes current and future products [1] - The deal is estimated to be worth $50 billion and includes Nvidia's Blackwell and upcoming Rubin AI chips, as well as Grace and Vera processors [1] - Nvidia aims to expand its market presence in AI and data center processing, competing with Intel and AMD [1] Company Developments - Nvidia's Grace processors reportedly use half the power for tasks like running databases, with further improvements expected from the Vera processors [1] - Meta is concurrently developing its own AI chips and is in discussions with Google regarding the use of Tensor Processing Units (TPUs) [1] - The deal highlights Nvidia's strong business relationship with Meta, which is believed to account for a significant portion of Nvidia's revenue [1]