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Nvidia Posts Record $68 Billion Quarter but Shares Fall as Wall Street Demands More

Nvidia delivered its largest quarterly revenue beat in semiconductor history, reporting $68.13 billion in fiscal Q4 2026 revenue — up 73% year over year — and adjusted EPS of $1.62, topping the $1.53 consensus. Yet shares slid nearly 5% on Thursday as investors, skeptical of AI capital expenditure sustainability, demanded proof of monetization rather than infrastructure growth alone.

Nvidia Reports Fiscal Q4 Earnings After the Bell, AI Industry Watches Closely

Nvidia is set to release its fiscal fourth-quarter results after Wednesday's closing bell, with analysts expecting revenue of approximately $65.7 billion — a roughly 67% year-over-year surge — fueled by relentless demand for its Blackwell AI chips. The report is widely regarded as a referendum on the sustainability of the global AI infrastructure spending boom, with hyperscalers committing a collective $650 billion in AI capital expenditures for 2026.

AI Relief Rally Lifts Tech as Meta-AMD Chip Deal Offsets Workday's Weak Outlook

U.S. technology stocks staged a broad-based relief rally Wednesday, with the Nasdaq 100 rising more than 1% as sentiment recovered from a deep AI disruption-driven selloff that had gripped the sector for weeks. Advanced Micro Devices surged roughly 9% after Meta Platforms disclosed a multiyear partnership to purchase millions of AMD chips, while Workday tumbled 7% after issuing a cautious revenue forecast that stoked fears about AI's impact on legacy enterprise software pricing models.

Stocks Rally With Futures Higher After State of the Union and Trade Policy Headlines

U.S. stock futures climbed modestly on February 25, 2026, as markets digested the State of the Union address and braced for key earnings from Nvidia and others. Traders reacted positively to pro-economic rhetoric and confirmed global tariff levels, while optimism in chip and software names supported futures gains. Amid this backdrop, investors took selective positions in tech and industrial ETFs, balancing trade uncertainty with earnings anticipation.

U.S. Stocks Stabilize After Volatile Sell-Off Led by AI and Tariff Fears

U.S. equity markets showed signs of stabilization on Tuesday following a sharp sell-off driven by renewed concerns over artificial intelligence disruption and tariff policy uncertainty. Major indices exhibited mixed performance as investors digested fresh corporate developments and macroeconomic cues while repositioning ahead of midweek data releases and earnings results.

Morning Bid: AI Doom Scenarios and Tariff Gloom Cloud U.S. Market Outlook

Market strategists flagged growing concerns over the potential adverse effects of rapid artificial intelligence adoption and renewed tariff policy uncertainty on risk assets. The combination of pessimistic AI disruption scenarios and tariff policy unpredictability has contributed to elevated volatility expectations and cautious positioning among institutional investors.

Meta Seals Multiyear AMD Partnership, Deploying 6 Gigawatts of Instinct GPUs for AI Data Centers

Meta Platforms has inked a landmark multiyear agreement with Advanced Micro Devices to deploy up to 6 gigawatts of AMD Instinct graphics processing units across its artificial intelligence data center infrastructure. The deal, which includes a performance-based warrant granting Meta the right to acquire up to 160 million AMD shares, lifted AMD stock by more than 6% in Tuesday trading and signals a significant diversification away from Nvidia among hyperscale cloud operators.

Nvidia Braces for Fiscal Q4 Earnings Wednesday as Wall Street Eyes $66 Billion Revenue, Blackwell Guidance

Nvidia is set to report its fiscal fourth-quarter 2026 results after Wednesday's market close, with Wall Street consensus calling for approximately $66 billion in revenue and earnings of $1.53 per share — each representing roughly 67–72% growth year over year. Investors will focus as much on the chipmaker's forward guidance for Blackwell GPU demand, gross margin trajectory, and any update on China sales as on the headline numbers themselves.

Wall Street Braces for Pivotal Nvidia Earnings as AI Spending Scrutiny Intensifies

Nvidia is set to report fiscal fourth-quarter results after the close on Wednesday, February 25, with analysts expecting earnings of $1.53 per share on revenue of approximately $65.7 billion — representing year-over-year growth of more than 70%. The report arrives as Magnificent Seven stocks have stalled in 2026 and investors demand clarity on Blackwell chip demand, gross margin trajectories, and the potential reopening of the Chinese market.