iShares Semiconductor ETF
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 […]
Read More
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 […]
Read More
Wall Street priced an AI apocalypse in software, but Jim Cramer says reality is less dire
CNBC’s Jim Cramer said Wednesday that he believes plenty of software companies will survive the threat of AI disruption, rejecting the most doomsday predictions. Still, he cautioned that investors also shouldn’t hold their breathes for a return to the glory days when investors paid major premiums for their stocks. “The software companies are survivors. They […]
Read More
Stocks making the biggest moves after hours: Nvidia, Salesforce, Snowflake, Nutanix & more
Check out the companies making headlines in after-hours trading. Nvidia — Nvidia reported strong earnings and revenue for the fiscal fourth-quarter , leading shares to add more than 1% in extended trading. Nvidia reported adjusted earnings of $1.62 per share, while analysts expected $1.53 per share, according to LSEG. The chipmaker’s revenue of $68.13 billion […]
Read More
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 […]
Read More
Stocks rise, adding to Tuesday’s comeback as Nvidia and Oracle shares gain: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on February 25, 2026. Timothy A. Clary | Afp | Getty Images U.S. equities rose on Wednesday, supported by Nvidia and Oracle, as stocks look to build on the gains from the prior trading day. The […]
Read More
Samsung launches S26 smartphone as sector braces for memory chip crunch
Samsung Electronics unveiled its latest series of flagship smartphones on Wednesday, with two of the models costing $100 more than their predecessors as the industry tries to recover from a global shortage of memory chips. Samsung is touting improved AI and a privacy display in its new models against a backdrop of industry-wide memory chip […]
Read More
Trump’s State of the Union, Lowe’s earnings, Panera Bread’s value menu and more in Morning Squawk
1. Trump’s talk US President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from Louisiana, during a State of the Union address in the House Chamber of the US Capitol in Washington, DC, US, on Tuesday, Feb. 24, 2026. Al Drago | Bloomberg | Getty Images President Donald Trump touted his economic […]
Read More
Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor — here’s a first look
Nvidia’s earnings on Wednesday are expected to show booming sales of the company’s current rack-scale system. But all eyes are on its next AI system, Vera Rubin, which is scheduled to roll out later this year. Vera Rubin, which is made up of 1.3 million components, will deliver 10 times more performance per watt than […]
Read More
These are the European tech stocks to watch after Nvidia reports earnings — and how strong or weak results would affect them
Key Points Chip giant Nvidia, the world’s most valuable company, will report its earnings on Wednesday, which could have a sizable impact on the market. “Nvidia’s earnings are widely viewed as a barometer for the strength and durability of the global AI investment cycle,” Camilla Papaleo, product manager at VanEck, told CNBC. CNBC spoke to […]
Read More