Nvidia crushed earnings but the stock still dropped — is this an AI warning sign or the buying opportunity investors have been waiting for? CFRA's Angelo Zino breaks down Nvidia vs. AMD, the tech rotation, and how to invest in AI stocks right now.
Ahead of Dell Technologies' (DELL) earnings after Thursday's close, Jim Kelleher explains the tailwinds and headwinds facing the legacy tech company into its report. The tailwinds: strong PC and AI server businesses.
This is a developing story.
Price targets for Nvidia (NVDA) got boosts across the board from analysts on the back of stellar earnings. Shares of the Mag 7 giant still fell soon after the opening bell.
NVIDIA ( NASDAQ:NVDA | NVDA Price Prediction) reported fiscal Q4 2026 earnings yesterday that reset the bar for what this company can generate.
Blockbuster earnings were perhaps anticipated as Nvidia's big customers have already indicated how much they've hiked their spending on hardware.
Although the revenue and EPS for Nvidia (NVDA) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Despite Nvidia Corp (NASDAQ:NVDA) dishing out a fourth-quarter earnings and revenue beat, the chip behemoth was last seen trading 2.4% lower at $190.
Nvidia Corporation remains a high-conviction Buy in my books. NVDA stock is outperforming peers and the S&P 500 YTD, despite a muted post-earnings reaction due to broader AI sentiment. Nvidia's Q4 data center revenue surged 75% year over year to $62.3 billion, with Q1 '27 guidance of $78 billion. The Vera Rubin platform, shipping in H2, targets 10x performance per watt over Grace Blackwell, which addresses rising energy constraints in AI buildouts.
NVIDIA's fiscal Q4 2026 results cleared the bar Wall Street had set, with revenue of $68.13 billion beating the $66.19 billion consensus and non-GAAP EPS of $1.62 topping the $1.51 estimate by 7.3%.
Michael Burry, the ‘Big Short' investor who predicted the financial crash of 2008, is not giving up on his criticism of big-tech names, in particular Nvidia (NASDAQ: NVDA).
Nvidia Corporation reported another solid Q4 FY2026 earnings beat, surpassing all estimates, but the stock reversed all of its post-earnings gains. NVDA data center revenue (assuming no China contribution) continues to accelerate into 1Q FY2027, with management guiding for sequential growth throughout FY2027. Despite higher input costs, including memory, gross margin continued to expand, and management indicated it will remain in the mid-70% range in FY2027.