February 25, 2026 06:24 PM EST<\/p>\n
Nvidia Teases Events Next Month<\/p>\n
FROM 1 hr 50 min ago<\/p>\n
As the company wrapped up the call, it said investors can look forward to hearing more from Huang at events next month.<\/p>\n
The CEO will be participating in a fireside chat at the Morgan Stanley TMT conference in San Francisco on March 4, the company said.<\/p>\n
He\u2019s also set to host the keynote of the company\u2019s GPU Technology Conference in San Jose on March 16, where the company could give updates on its latest chips and product roadmap.\n<\/p>\n
–Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 06:15 PM EST<\/p>\n Huang Sees Continued Expansion of AI Investments<\/p>\n FROM 1 hr 59 min ago<\/p>\n During the conference call, some analysts raised worries about Nvidia\u2019s customers facing a crunch from their massive spending on AI. Others also raised concerns that spending could peak, and that a pullback could hurt Nvidia\u2019s bottom line.<\/p>\n Huang told investors that he\u2019s confident customers\u2019 cash flows will grow with their investments in AI infrastructure and compute, and that Nvidia will continue to come out with better systems each year that help them expand.<\/p>\n \u201cCapex translates to compute,\u201d which in turn \u201ctranslates to maximizing revenues,\u201d Huang said. \u201cWithout investing in compute, there cannot be revenue growth.\u201d<\/p>\n \u201cI think largely the industry believes, then we’re going to be building out this capacity from this point forward and continue to expand,\u201d he said.\n<\/p>\n –Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 06:06 PM EST<\/p>\n Even Some Bulls See an Uphill Battle for Nvidia Stock<\/p>\n FROM 2 hr 8 min ago<\/p>\n The last three years have been huge for Nvidia\u2019s stock. That\u2019s why even bullish analysts are wary there are more gains to come.\n<\/p>\n \u201cI\u2019m just worried about how much upside from here they can actually get,\u201d said Chris Roland, senior semiconductor analyst at Susquehanna, while discussing Nvidia\u2019s earnings on CNBC Wednesday. \u201cI think there is still some room there, but perhaps the dream of dream scenarios might be a little bit more difficult to reach,\u201d he added.\n<\/p>\n At the same time, Roland heaped praise on Nvidia. \u201cThat was a monster guide,\u201d he said of the company\u2019s revenue forecast of $78 billion in the current quarter.<\/p>\n Roland said his firm was worried memory supply would constrain the chipmaker\u2019s outlook. \u201cBut they\u2019re managing very well,\u201d he said of the company\u2019s supply chain managers, who he called \u201cthe best planning team in all of semis.\u201d<\/p>\n Nvidia stock has risen more than 50% in the past year, but it\u2019s effectively been treading water since August. Shares closed Wednesday’s session about 28% off Roland\u2019s $250 price target.\n<\/p>\n –Colin Laidley<\/a>\n<\/p>\n February 25, 2026 05:53 PM EST<\/p>\n CEO Huang Talks Up Partnerships<\/p>\n FROM 2 hr 21 min ago<\/p>\n CEO Jensen Huang touted the company\u2019s many AI partners across different industries, from electric vehicle maker Tesla to robot maker Boston Dynamics and Korea\u2019s LG Electronics to social media giant Meta.<\/p>\n \u201cWhether it’s in AI for language or physical AI, or AI physics, or biology, or robotics, or manufacturing\u2014we want all of these ecosystems to be built on top of Nvidia,\u201d Huang said during the conference call.<\/p>\n The CEO also highlighted Nvidia’s ongoing relationship with OpenAI, calling it a \u201conce-in-a-generation company\u201d that it\u2019s partnered with since its first days. Huang said Nvidia is still working toward ironing out a partnership agreement with the startup. \u201cWe believe we are close,” he said.\n<\/p>\n –Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 05:45 PM EST<\/p>\n Shares Give Up Initial Post-Release Gains<\/p>\n FROM 2 hr 30 min ago<\/p>\n Nvidia shares pared some after-hours gains as CFO Colette Kress offered updates on inventory, sales to China, and the growth of sovereign and physical AI.\n<\/p>\n In a post to X, Gene Munster, Managing Partner of Deepwater Asset Management, attributed the drop to Kress saying Nvidia had \u201csecured enough inventory to meet Data Center demand for the next several quarters.\u201d<\/p>\n \u201cIronically,\u201d wrote Munster, \u201coperating outside of supply-demand equilibrium is often better for the stock; it allows investors to \u2018dream\u2019 of what results would have been without constraints.\u201d<\/p>\n Soaring memory prices\u2014driven by booming demand and a supply shortage<\/a>\u2014have been a concern for Nvidia investors fearing the impact of higher input costs on the company\u2019s margins.\n<\/p>\n –Colin Laidley<\/a>\n<\/p>\n February 25, 2026 05:40 PM EST<\/p>\n No Revenue Yet from Trump-Approved Sales to China<\/p>\n FROM 2 hr 34 min ago<\/p>\n CFO Colette Kress said during the conference call that while \u201csmall amounts\u201d of the company\u2019s H200 chips for Chinese<\/a> customers were approved by the Trump administration, the company has yet to generate any revenue from them.<\/p>\n \u201cWe do not know whether any imports will be allowed into China,\u201d said Kress. The comment marked a shift in tone from last month, when she told investors<\/a> that the company expected to begin shipping them to China very soon, and that the U.S. government was “working feverishly” to iron out the details of a revenue-sharing deal led by President Trump.<\/p>\n \u201cTo sustain its leadership position in AI compute, America must engage every developer and be the platform for choice for every commercial business, including those in China,\u201d she said. \u201cWe will continue to engage with the U.S. and China governments and advocate for America’s ability to compete around the world.\u201d\u00a0\n<\/p>\n –Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 05:25 PM EST<\/p>\n Profit Margins Expected to Contract Slightly<\/p>\n FROM 2 hr 49 min ago<\/p>\n Nvidia\u2019s gross margins<\/a> expanded about 160 basis points<\/a> from the third quarter to 75% in the fourth quarter, a figure in line with Wall Street estimates and slightly ahead of the company\u2019s guidance. Nvidia expects sequential margins to contract 10 basis points in the current quarter.\n<\/p>\n Investors are watching Nvidia\u2019s margins closely. A memory shortage has caused the price of those inputs to skyrocket, a potential threat to Nvidia\u2019s robust profit margins.\n<\/p>\n Investors are also looking to margins for evidence that increased competition from the likes of Broadcom, Alphabet, and Advanced Micro Devices is chipping away at Nvidia\u2019s market dominance.\n<\/p>\n –Colin Laidley<\/a>\n<\/p>\n February 25, 2026 05:16 PM EST<\/p>\n Data Center Revenue Dominated by Big Tech Customers<\/p>\n FROM 2 hr 58 min ago<\/p>\n In commentary released along with the results, CFO Colette Kress revealed roughly half of the company\u2019s data center sales came from its largest hyperscaler customers.<\/p>\n The fact could add fuel to concerns about concentration risks and circular deals<\/a> between Nvidia and some of its Big Tech clients that have drawn parallels to the dotcom bubble<\/a>.<\/p>\n While Nvidia doesn\u2019t report the same figure every quarter, a year ago it said that large cloud customers accounted for roughly half its Blackwell sales.<\/p>\n Cloud giants Amazon (AMZN<\/a>), Microsoft (MSFT<\/a>), and Google parent Alphabet (GOOGL<\/a>) are all big buyers of Nvidia’s chips. Last week, AI leader Meta also struck a massive deal with the chipmaker. This week it announced one with rival AMD<\/a> (AMD<\/a>) as well.\n<\/p>\n –Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 05:13 PM EST<\/p>\n Nvidia’s Network Business is Booming<\/p>\n FROM 3 hr 1 min ago<\/p>\n Nvidia already dominates data centers with its ubiquitous graphics processing units, yet it\u2019s still taking more share.<\/p>\n Nvidia\u2019s networking revenue more than tripled in the fourth quarter to a record $11 billion. Chief financial officer Colette Kress attributed the business\u2019s rapid growth to the \u201ccontinued ramp of NVLink compute fabric for GB200 and GB300 systems and the growth of Ethernet and InfiniBand platforms.\u201d\n<\/p>\n Nvidia is leaning into rack-scale solutions like its next-generation Vera Rubin system, which bundles the chip giant\u2019s GPUs, central processing units and networking equipment.\n<\/p>\n –Colin Laidley<\/a>\n<\/p>\n February 25, 2026 05:08 PM EST<\/p>\n CEO Huang Says Customers ‘Racing to Invest in AI’<\/p>\n FROM 3 hr 6 min ago<\/p>\n Nvidia CEO Jensen Huang said demand for compute is \u201cgrowing exponentially,\u201d in comments released alongside the results, and that \u201cour customers are racing to invest in AI.\u201d<\/p>\n Huang touted the popularity of the company\u2019s strongest chips, calling its Grace Blackwell the \u201cking of inference.\u201d<\/p>\n The company\u2019s next-generation system Vera Rubin \u201cwill extend that leadership even further,\u201d he said.\n<\/p>\n –Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 05:01 PM EST<\/p>\n Data Center Revenue Was the Driving Force Behind Results<\/p>\n FROM 3 hr 13 min ago<\/p>\n Nvidia\u2019s data center sales soared past analysts\u2019 estimates and contributed the bulk of its revenue gains.<\/p>\n Data center revenue, which accounted for $62.3 billion of the company\u2019s $68.1 billion in total sales, was well above analysts\u2019 forecasts calling for $60.53 billion. The segment grew 75% year-over-year and 22% from Q3.<\/p>\n Gaming revenue at $3.7 billion was up 47% year-over-year but down 13% sequentially. \u201cChannel inventory naturally moderated following a season of strong holiday demand,\u201d the company said in a release.<\/p>\n Professional visualization, at $1.3 billion, more than doubled from a year ago and jumped 74% from the previous quarter.<\/p>\n Automotive revenue edged up 2% from Q3, to $604 million. It rose 6% year-over-year.\n<\/p>\n –Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 04:52 PM EST<\/p>\n Nvidia’s Expects Revenue Growth To Accelerate This Quarter<\/p>\n FROM 3 hr 22 min ago<\/p>\n Nvidia issued guidance that also came in well ahead of analysts’ expectations.<\/p>\n The company expects revenue to grow 77% year-over-year to $78 billion, plus or minus 2%, in the current quarter. That\u2019s four percentage points faster than the company\u2019s growth last quarter. Analysts were expecting a revenue forecast of about $72 billion.\n<\/p>\n Gross margins<\/a> are expected to contract 10 basis points to 74.9%, plus or minus half a percentage point. That\u2019s in line with expectations, and up from 71.3% in the year-ago quarter.\n<\/p>\n –Colin Laidley<\/a><\/p>\n February 25, 2026 04:41 PM EST<\/p>\n Results Top Projections on Top and Bottom Lines<\/p>\n FROM 3 hr 33 min ago<\/p>\n The AI chipmaker posted adjusted earnings of $1.62 per share for its fiscal 2026 fourth quarter, compared to the $1.53 that analysts were looking for.<\/p>\n Revenue soared 73% year-over-year to a record $68.13 billion. That compared with Street expectations for revenue of $66.2 billion, per analysts’ estimates compiled by Visible Alpha.<\/p>\n Nvidia\u2019s data center sales climbed to a quarterly record of $62.3 billion, up 75% from a year ago, and above the analyst consensus as many of the company\u2019s Big Tech customers continued to double down on AI infrastructure spending<\/a>.\n<\/p>\n –Kara Greenberg<\/a>\n<\/p>\n February 25, 2026 04:16 PM EST<\/p>\n Chip Stocks Gained Ahead of Nvidia’s Report<\/p>\n FROM 3 hr 58 min ago<\/p>\n Semiconductor stocks rose broadly on Wednesday ahead of Nvidia\u2019s earnings print.<\/p>\n The PHLX Semiconductor Index (SOX<\/a>) rose 1.6% to close at a fresh record just shy of 8,500. The index was led Wednesday by shares of semiconductor manufacturing equipment maker Appleid Materials (AMAT<\/a>), up 4.5%, and chip testing equipment maker Teradyne (TER<\/a>), up 4.2%.\n<\/p>\n Mega-cap chip designers Broadcom (AVGO<\/a>) and Micron (MU<\/a>) both gave the index a boost with their 2% gains.\n<\/p>\n –Colin Laidley<\/a>\n<\/p>\n February 25, 2026 03:57 PM EST<\/p>\n A Make or Break Moment for the Stock Market?<\/p>\n FROM 4 hr 17 min ago<\/p>\n Nvidia’s earnings report lands at a precarious time for investors.\n<\/p>\n There\u2019s been\u00a0a sharp divergence<\/a>\u00a0in the performance of AI stocks this year. A memory shortage has been a tailwind for shares of data storage companies Sandisk (SNDK<\/a>) and Western Digital (WDC<\/a>), up 165% and 70% so far this year. On the flip side, software stocks like Intuit (INTU<\/a>) and Workday (WDAY<\/a>), both down roughly 40%, have\u00a0been battered<\/a>\u00a0by worries AI deployments threaten to upend the industry.\u00a0\n<\/p>\n Nvidia\u2019s earnings report has the potential to be a wrecking ball or rocket fuel for the AI trade. Better-than-expected sales could reinforce Wall Street\u2019s confidence in the AI infrastructure plays that have led the stock market for much of the past few years. Even a negative datapoint for Nvidia\u2014specifically, profit margin pressure from soaring memory costs\u2014could be a boon to stocks like Sandisk and Western Digital, whose margins would be expanding in kind.\u00a0\n<\/p>\n If CEO Jensen Huang confirms Blackwell demand is on track with expectations and memory supply remains constrained, “then that\u2019s another tailwind for Micron and the broader memory complex because it keeps the bottleneck narrative centered on memory supply and packaging,” said Shay Boloor, chief market strategist at Futurum Equities.\n<\/p>\n Strong results could also aggravate the anxiety hanging over industries that appear the most vulnerable to disruption from AI tools. A rosy sales forecast from Nvidia could signal AI demand will top expectations this year, increasing the sense of urgency for software companies threatened by large-scale AI deployments.\u00a0\n<\/p>\n Then there\u2019s Nvidia\u2019s impact on the entire stock market. With a $4.8 trillion market capitalization, Nvidia accounts for almost 8% of the S&P 500, more than the consumer staples and utilities sectors combined. A large move in Nvidia\u2019s stock price\u2014as\u00a0is expected<\/a>\u2014can completely offset the moves of hundreds of other stocks in the index.\u00a0\n<\/p>\n Nvidia\u2019s earnings report is also a major driver of market sentiment. Strong results can reinforce confidence in the Magnificent Seven, which\u00a0have lagged the broader market<\/a>\u00a0so far this year. Underwhelming earnings or a tepid outlook, meanwhile, could raise questions about the trajectory of AI spending, and increase pressure on hyperscalers like Microsoft (MSFT<\/a>) and Alphabet (GOOG<\/a>) to show the\u00a0hundreds of billions<\/a>\u00a0they\u2019ve already poured into the technology will pay off soon.\u00a0\n<\/p>\n –Colin Laidley<\/a>\n<\/p>\n February 25, 2026 03:35 PM EST<\/p>\n There Are Many Ways to Bet on Nvidia Earnings<\/p>\n FROM 4 hr 39 min ago<\/p>\n Some traders stand to win (or lose) big after Nvidia reports its results, even if they\u00a0don’t own a single share\u2014or, for that matter, if they don’t own any stocks at all.\n<\/p>\n Prediction markets have created finer slices of bets around high-profile\u00a0 company earnings<\/a>, enabling folks to profit on a range of outcomes in addition to the direction of stock prices. A trader homing in on Nvidia (NVDA<\/a>) could, for example, put money on a bet that asks “Will Nvidia beat quarterly earnings?” and walk away with winnings even if the outcome doesn’t move its shares at all.\n<\/p>\n There are also funkier bets.\n<\/p>\n One of them: “What will Nvidia say during their next earnings call?” As of Tuesday, bettors had put a higher probability, or 59%, on the chance the word “humanoid” will be uttered than on “tariff” or “Taiwan,” on which the odds were 54% and 49% respectively. These types of event contracts would appear to appeal to retail traders, with lower relative buy-ins, shorter time horizons to make a profit, and the idea that, with research, they can make educated bets.\n<\/p>\n Prediction market bettors can buy a single contract for pennies, and if they resolve in their favor, win $1. If someone were to buy 100 shares of a contract on the premise that someone on Nvidia’s conference call\u2014 CEO Jensen Huang, say, or some other company representative\u2014says “humanoid,” and it happens, they would need to bet $59 to make a $41 net profit.\n<\/p>\n Humanoid robots on display at the Nvidia booth during a trade expo in Beijing last year.<\/p>\n CFOTO \/ Future Publishing \/ Getty Images<\/p>\n The lower the odds, the higher the payoff. If someone says “VR” or “virtual reality,” which the market recently put a 16% probability on, a bettor could buy 100 shares of that contract for $16 and walk away with $84.<\/p>\n To the casual observer, these outcomes may seem random, and the event contracts on them a wild guess. Some bettors, however, have gotten creative in search of an edge.\n<\/p>\n An enterprising 21-year-old who placed a bet on the length of Charlie Puth’s singing of the national anthem at\u00a0Super Bowl LX<\/a>\u00a0sat in the stadium parking lot with a stopwatch and a recording device to time rehearsals.\n<\/p>\n That bettors are placing a high probability on the word “humanoid” being uttered in Nvidia’s earnings call could have to do with the instances it has been said in the past in other contexts. An\u00a0Investopedia\u00a0scan of the term using transcripts provided by AlphaSense shows that company execs said it at least a couple of times in reference to robotics during company presentations at conferences from late October to early February.\n<\/p>\n –Cyrstal Kim<\/a>\n<\/p>\n February 25, 2026 03:06 PM EST<\/p>\n How Much Traders Expect Nvidia to Move After Earnings<\/p>\n FROM 5 hr 8 min ago<\/p>\n Traders are anticipating a sizable move in Nvidia shares after the earnings release.\n<\/p>\n Options pricing<\/a>\u00a0suggests traders expect Nvidia (NVDA<\/a>) shares could move close to 6% in either direction by the end of the week. A move of that size from the stock’s recent level could potentially push it to a new high of around $209, or drag it back down to $185.\u00a0\n<\/p>\n The stock has taken a hit in recent months as a series of\u00a0splashy circular deals<\/a>\u00a0with other major tech players and worries about an AI bubble weighed on enthusiasm for some of the biggest names in the AI trade.\n<\/p>\n