NVIDIA earnings showcase a harsh reality for AI stocks
Digest more
Nvidia's drop drags US stock market down
Digest more
Nvidia unveils Vera Rubin, a next-gen AI system promising 10x performance per watt, modular design, and liquid cooling to power future data centers.
Nvidia generated a staggering $120 billion in profits last year. But not even the world's most valuable company is immune to the "AI scare trade."
Nvidia posted record $68.1 billion Q4 revenue and $43B net income, driven by data center AI demand, and guided $78B revenue for the current quarter.
Artificial intelligence chipmaker Nvidia beat Wall Street’s earnings expectations in posting a knockout quarter, largely attributing that growth to an inflection point with agentic AI adoption among enterprises, though more than a third of Nvidia’s revenue during fiscal 2026 came from just two customers.
"Don't take today as a referendum on anything," CNBC's Jim Cramer said after Nvidia's stock sold off on earnings.
Feb 26 (Reuters) - A global shortage of gaming chips could last until the end of this year, an Nvidia executive has said, signaling more pain for the video game industry that is already buckling under weak sales due to slowing consumer demand.
Michael Burry says, “This is not business as usual. This is risk."