Michael Burry of "The Big Short" has warned of a red flag in Nvidia's annual report. Burry described a roughly six-fold increase in purchase obligations to $95 billion as "troubling.
NVIDIA's NASDAQ: NVDA Q4 earnings release for its fiscal 2026 (FY2026) proves that its AI growth is far from slowing. While fears about AI spending and disruption persist, NVIDIA's revenue growth continues to outperform at hyper levels with forecasts for more of the same.
Nvidia delivered a blockbuster earnings report. But investors aren't rewarding the stock in kind.
Nvidia Corporation is rated a Buy, supported by low SBC, light capex, high margins, and extraordinary growth. Competitive risks exist from custom silicon and customer capex constraints, but NVDA's platform innovation and market expansion mitigate these concerns. NVDA's valuation range of $4.5–$6 trillion supports long-term upside, with current market cap near the low end and sequential quarterly growth outpacing S&P 500 norms.
NVDA smashes Q4 estimates with a 73% revenue surge, booming data center sales and a bold $78B outlook, signaling AI demand remains red-hot.
When NVIDIA reported Q4 FY2026 revenue of $39.33 billion on February 25 — wait, scratch that — $68.13 billion — the number that mattered most wasn't what already happened.
Stock futures are little changed this morning after two straight days of big gains for major indexes; Nvidia shares are moving higher after the AI chipmaker reported quarterly results that handily topped Wall Street expectations; Salesforce shares fell after the software giant issued a disappointing revenue outlook; Warner Bros. Discovery reported a quarterly loss and a drop in revenue as Paramount Skydance and Netflix continue their bidding war for the company; and Nutanix shares are soaring after the cloud software firm announced an AI deal with chipmaker AMD.
NVIDIA stock (NASDAQ: NVDA) is currently riding a wave of massive momentum, with its stock up nearly 50% over the last twelve months. This growth reflects the company's successful evolution from a mere hardware supplier into the essential infrastructure provider for the global AI economy.
Nvidia (NVDA) remains the central focus of markets after the Mag 7 giant posted eye-popping earnings. Kevin Green will watch today's price action to confirm confidence in a run higher.
NVDA's Q4 earnings and revenues surge on broad market strength and soaring demand for Blackwell-driven data center systems.
The chip maker was getting a ton of praise, but shares failed to catch fire.
The AI scare trade punished many tech stocks with strong underlying fundamentals and high earnings growth expectations, presenting new opportunities. Nvidia's earnings often serve as a barometer for AI chip and infrastructure demand as concerns loom over stretched megacap valuations and capex spending. Nvidia and other companies in the infrastructure, hardware, and chip industries have been less vulnerable to AI displacement hysteria than software peers.