Nvidia’s Q4 Results Underscore a Major Identity Crisis in Software Stocks Nvidia is dominating in AI infrastructure, but software stocks are bleeding red. Barchart · Feb 26
'Modern games are pushing GPU architectures harder than ever': Micron reveals faster new video RAM that could power Nvidia RTX 6000 GPUs 'Rising size of game assets and AI models has outpaced GPU memory capacity, until now': Micron reveals faster new video RAM. TechRadar · Feb 26
Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion I think it's obvious why us gamers are perhaps not team green's top priority right now. PC Gamer · Feb 26
Nvidia CEO Jensen Huang says conflict between Pentagon and Anthropic is ‘not the end of the world’ Anthropic has been given until Friday to allow the Pentagon to use its Claude model for "all lawful purposes," or risk losing its $200 million DoD contract. TechRadar · Feb 26
Stocks Muted Before the Open as Investors Digest Nvidia Earnings, U.S.-Iran Talks in Focus March S&P 500 E-Mini futures (ESH26) are down -0.05%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.09% this morning, pointing to a muted open on Wall Street as investors digest earnings from AI bellwether Nvidia, while nuclear talks between the U.S. and Iran have begun. Barchart · Feb 26
AI capex and the ‘wealth effect’ from tech stocks (like Nvidia) now drive one-third of U.S. GDP, top analysts say “That would leave the economy vulnerable if investors started to doubt the AI story,” they warn. Fortune · Feb 26
Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue As sales of gaming GPUs drop quarter-over-quarter, Nvidia enjoys record results amid massive AI craze and lack of rivals for the Blackwell platform. Tom’s Hardware · Feb 26
World Economic Forum CEO quits after Epstein links examined; Ineos Quattro earnings fall – as it happened Rolling coverage of the latest economic and financial news The Guardian - UK · Feb 26
Asian shares mostly rise after Nvidia earnings beat expectations Asian stock markets have mostly advanced following stronger-than-expected earnings from chipmaker Nvidia, which helped ease some investor fears over the boom in artificial intelligence The Independent UK · Feb 26
Exclusive: Callosum, a startup looking to break Nvidia’s stranglehold on AI workloads, raises $10.25 million in new funding Callosum, founded by two Cambridge-trained neuroscientists and inspired in part by the brain, has a system for optimizing workloads across different types of chips. Fortune · Feb 26
Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger Common sense would seem to suggest the industry’s massive spending on AI infrastructure cannot keep doubling every year. Nvidia’s boss thinks differently. Fortune · Feb 26
Aussie shares reset records as earnings boon rolls on The local bourse's value has swelled by about $85 billion in February to record highs, swept up by strong interim financial results and commodity prices. AAP · Feb 26
Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year. Tom’s Hardware · Feb 26
In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric. Fortune · Feb 25
The Guardian - US · Feb 25 Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on datacenter boom Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years
Barchart · Feb 25 Stock Indexes Settle Higher on Strength in Tech The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.41%. March E-mini S&P futures (ESH26 ) rose +0.81%, and March E-mini Nasdaq futures...
International Business Times · Feb 25 Stock Market Shows Modest Rebound After Trump's State of the Union Speech U.S. markets staged a broad comeback from earlier weakness during President Donald Trump's State of the Union address this year.
Barchart · Feb 25 As Nvidia Launches New AI Laptop Chips, Should You Buy NVDA Stock? Nvidia is expanding into AI-powered laptops as record data center growth and bullish analyst targets keep NVDA stock in focus.
Kiplinger · Feb 25 Nasdaq Soars Ahead of Nvidia Earnings: Stock Market Today Wednesday's risk-on session was sparked by strong gains in tech stocks and several crypto-related names.
Saving Advice · Feb 25 Here’s How Much Money You’d Have If You’d Invested In Nvidia 5 Years Ago If you’ve ever wondered whether investing early in a powerhouse tech company could change your financial future, Nvidia is one of the clearest examples. Over...
MarketBeat · Feb 25 DigitalOcean’s AI Surge: The Cloud Underdog Swims Upstream DigitalOcean jumped after Q4 earnings as AI ARR hit $120M and guidance rose. See why inference and platform services drive stickier demand, plus key risks.
Tom’s Hardware · Feb 25 Micron joins the 3GB GDDR7 party, introduces 36 Gbps modules for GPUs — lags behind speeds of Samsung and SK Hynix Micron officially introduces its own 3GB GDDR7 memory module, with an official bandwidth rating of 36 Gbps.
Evening Standard · Feb 25 HSBC reclaims top spot as FTSE 100 hits new high The FTSE 100 index ended up 1.2% at 10,806.41, a record close.
Tom’s Guide · Feb 25 Resident Evil Requiem made me believe in path tracing — and I wish it hadn’t I’ve been a path tracing doubter for a while now, but then I got my hands on Resident Evil Requiem. With Nvidia's DLSS 4 and path tracing, immersion is taken to a new level I've never seen before.
Fortune · Feb 25 As AI agents surge, Nvidia’s earnings face new scrutiny As tech stocks slide and AI spending comes under scrutiny, investors are looking to Nvidia’s results for clues about whether the AI boom still has room to run.