NVDA:CC News and Press, NVIDIA CDR From 02/26/26

2026-02-26 13:01:03 ET The Thesis Exiting FY25, the semiconductor manufacturer, Advanced Micro Devices, Inc. ( AMD ), delivered a solid, upbeat Q4, with strong sales growth across both data center and client & gaming segments. AMD should continue to see solid double-digi...

2026-02-26 12:09:50 ET Investment Thesis On the surface, Super Micro Computer ( SMCI ) appears to be the most straightforward read-through to the Nvidia AI supercycle. Since my last coverage, SMCI is up 10%, and with the strong quarter from Nvidia ( NVDA ) with revenue growt...

2026-02-26 11:22:00 ET Let's talk about Nvidia ( NVDA ) earnings. In my note yesterday, we talked about the 2026 revenue pipeline - half a trillion dollars' worth (that's 2026, calendar year).... Read the full article on Seeking Alpha For further details see: Nvi...

2026-02-26 10:29:17 ET Nvidia Corporation ( NVDA ) reported Q4 fiscal 2026 earnings on Wednesday after the bell, and the market didn’t budge. Investors weren’t impressed, and this was not about the print itself, but the underwhelming earnings call that followed...

2026-02-25 21:17:49 ET NVIDIA Corporation (NVDA) Q4 2026 Earnings Call February 25, 2026 5:00 PM EST Company Participants Toshiya Hari - Vice President of Investor Relations & Strategic Finance Colette Kress - Executive VP & CFO Jen-Hsun Huang - Co-Founder,...

2026-02-25 20:00:15 ET Each time Nvidia Corporation (NVDA) publishes a report, you get the sense that things are changing. It is not only the largest capitalized company in the world; it is also a reflection of how people in general are emotionally attached to the market. If Nvidia does...

2026-02-25 14:06:00 ET raises use spies Read the full article on Seeking Alpha For further details see: Wall Street Lunch: Microsoft, Nvidia, Uber Back Wayve's $1.2B Funding

2026-02-25 11:24:25 ET Golden n eocloud player, CoreWeave, Inc. ( CRWV ), is set to report its Q4 '25 results after the bell this Thursday. The report will come a day after Nvidia’s ( NVDA ) print schedule for Wednesday. There’s no mistake that CoreWeave&#x...

2026-02-25 09:45:00 ET On Wednesday, we get earnings from Nvidia ( NVDA ) - (still) the most important company in the world. Let's talk about what to expect...... Read the full article on Seeking Alpha For further details see: Nvidia Q4 Earnings: Jensen's Half-A-Tril...

2026-02-25 07:00:00 ET Introduction Read the full article on Seeking Alpha For further details see: Lumentum Holdings: The Laser Winner In AI