Nvidia’s outlook for the upcoming quarter topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.
Super Micro Computer on Wednesday announced the launch of a new enterprise AI data platform in collaboration with VAST Data that will leverage Nvidia’s open models, microservices, and libraries.
Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.
The company’s annual report projected in detail how AI-driven investments broadened beyond an initial niche customer base, fueling capacity expansion across logic and memory manufacturers.
According to a report from CNBC, Jay Woods, chief market strategist at Freedom Capital Markets, said that he is keeping an eye on Nvidia stock to note whether it will move steadily higher after its Q4 results.
The U.S. Court of Appeals for the Federal Circuit upheld the validity of the patents in an opinion on Friday, saying Micron failed to prove unpatentability of Netlist’s memory modules.
According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.
The managing director at Wedbush Securities said in a note posted on X that investors risk missing the next wave of tech winners amid a growing fear of the unknown.
Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.
ON Semiconductor Corp. projected revenues between $1.435 billion to $1.535 billion for the first quarter of 2026, with the midpoint coming in lower than street expectations of $1.5 billion.
