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Have we seen peak pricing power for Nvidia chips?
Nvidia reported fiscal fourth-quarter results that comfortably topped Wall Street expectations on both revenue and earnings. Shares initially jumped in after-hours trading, but that enthusiasm faded, and the stock was lower Thursday. The pullback may emanate from comments made by CFO Colette Kress during the company’s earnings call regarding inventory levels. For several years, demand […]
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Jim Cramer: The reason why Nvidia’s stock is falling even after its blowout outlook
Nvidia ‘s strong earnings report made it clear that the company is still donning the AI chip king crown. So, why is the stock down in Thursday’s session? The reason, according to CNBC’s Jim Cramer, is that investors are worried that Nvidia’s largest customers cannot keep spending at such a blistering pace unless they start […]
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Nvidia earnings, Big Tech’s White House visit, protein prices and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. With focus remaining on artificial intelligence’s potential to shake up various industries, I’ve decided to start a mental count of how many times I say or write variations of the term “AI disruption.” S&P 500 futures are little changed this […]
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Nvidia’s stock sees only marginal gains after better-than-expected results. Here’s the latest
Nvidia stock is up 1.3% in pre-market trading on Thursday, as investor concerns around the AI infrastructure boom dampened enthusiasm about its better-than-expected earnings. Revenue for its fiscal fourth-quarter hit $68.13 billion, ahead of analyst estimates of $66.21 billion, according to LSEG. Total revenue climbed 73% from the figure Nvidia reported a year ago and […]
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CNBC Daily Open: Nvidia’s earnings beat and AI developments provide some respite for markets
Nvidia founder and CEO Jensen Huang speaks during Nvidia Live at CES 2026 ahead of the annual Consumer Electronics Show in Las Vegas, Nevada, on Jan. 5, 2026. Patrick T. Fallon | AFP | Getty Images It’s a good day for the artificial intelligence sector. New partnerships and earnings reports from AI-related companies lifted sentiment […]
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Japan’s Nikkei 225 crosses 59,000 first the first time as central bank board picks fuel ‘Takaichi trade’
South Korea’s central bank raised its key interest rate by a quarter-percentage point as expected on Thursday, in a bid to contain inflation and prevent capital outflows as the U.S. Federal Reserve gears up for more hikes. Jung Yeon-je | Afp | Getty Images Japan’s Nikkei 225 hit another record Thursday fueled by “Takaichi trade,” […]
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Nvidia’s forecast points to accelerating growth, as Vera Rubin starts hitting market
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg […]
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Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip giant’s outlook for the current quarter, in a sign the AI boom continues apace. Revenue in the company’s fiscal 2026 fourth quarter increased 73% year over year to $68.13 billion, outpacing the $66.2 billion the Street was […]
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Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show in Las Vegas, Nevada, on Jan. 6, 2025. Patrick T. Fallon | Afp | Getty Images Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies in an interview hours after the chip behemoth issued an upbeat […]
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Nvidia set to report quarterly results after the bell
Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia is scheduled to report fiscal fourth-quarter results after the close of regular trading on Wednesday. Here’s what Wall Street is expecting, according to LSEG consensus estimates: EPS: $1.53 adjusted Revenue: $66.2 […]
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