2026년 2월 26일 · Unknown · financial · 출처 Yahoo Finance
Nvidia (NVDA), the world's largest company by market capitalization, reported fourth quarter results after the closing bell on Wednesday in a highly anticipated release amid growing concerns about how big bets on AI will pay off.
Nvidia's quarterly results have become a market-moving event over the past few years, as the chipmaker sells the chips that underpin the AI boom, has deep financial relationships with the Big Tech firms and startups that buy those chips, and remains the most heavily weighted stock in the S&P 500 (^GSPC).
Stocks rose on Wednesday as concerns about AI disruption eased and the rolling sell-offs in software and other sectors paused. Helping lift tech stocks were several new features and partnerships that Anthropic (ANTH.PVT) unveiled, as well as AMD's (AMD) 6-gigawatt GPU deal with Meta (META).
Nvidia's results and guidance that beat estimates suggested that AI demand continues to grow, a powerful signal for the dozens of other tech and software stocks caught in Nvidia's web of influence.
Follow along for the latest updates on Nvidia and the tech sector.LIVE15 updates
20 mins ago
Myles Udland
Hyperscalers accounted for more than 50% of Nvidia's data center sales in Q4
Big Tech giants can't get enough of Nvidia's chips.
Nvidia (NVDA) on Wednesday reported fourth quarter results that topped forecasts and signaled demand for its most advanced chips remains insatiable.
And a growing portion of that demand is coming from the so-called hyperscalers like Microsoft, Amazon, and Meta, who now account for more than half of the company's sales in its data center segment.
"Data Center revenue for the fourth quarter was a record $62.3 billion, up 75% from a year ago and up 22% sequentially, driven by the major platform shifts – accelerated computing and AI," Nvidia CFO Colette Kress said in a statement.
"For the fourth quarter, hyperscaler revenue increased and remained our largest customer category at slightly over 50% of Data Center revenue, while growth was led by the rest of our Data Center customers as revenue diversified."
The last time the company specified was portion of its data center sales were to these customers, the company said it was "approximately" 50%.
And while these are small percentage moves, the dollars at this scale are notable, and the increasing portion of sales going to these customers shows where these companies' massive capex plans show up. 21 mins ago
Grace O'Donnell
Nvidia earnings beat, guidance sends stock higher after hours
Nvidia (NVDA) earnings and revenue both topped Wall Street estimates, sending the stock higher in after-hours trading.
The company also offered Q1 guidance between $76.44 billion and $79.56 billion, above Wall Street's estimates of $72.8 billion without factoring in revenue from China.
Read the full earnings breakdown here > 44 mins ago
Grace O'Donnell
Nvidia earnings slam into market with no patience for AI hiccups
Nvidia stock (NVDA) climbed 1.4% on Wednesday as investors eagerly awaited (or braced for) the AI giant's fourth quarter report.
While Nvidia is widely expected to clear expectations, markets have been jumpy around artificial intelligence lately, making the report critical for sentiment across a host of other AI companies and the broader market.
Bloomberg reports:
Read more here. Today at 7:23 PM UTC
Grace O'Donnell
Samsung's new Galaxy S26 smartphone lineup goes big on AI as Apple works to catch up
Samsung's (005930.KS) latest line of Galaxy S26 smartphones features a variety of new AI features as the company seeks to expand its lead in artificial intelligence over Apple (AAPL).
Yahoo Finance's Daniel Howley reports:
Read more here. Today at 4:37 PM UTC
Grace O'Donnell
Trump lays out a new ground rule for Big Tech's AI build-out: Bring your own power
Yahoo Finance's Jake Conley reports:
Read more here. Today at 2:03 PM UTC
Grace O'Donnell
Anthropic drops hallmark safety pledge in race with AI peers
Bloomberg reports:
Read more here. Today at 1:47 PM UTC
Grace O'Donnell
Nvidia options imply smaller-than-usual stock move following earnings
Nvidia stock (NVDA) is poised to see its smallest post-earnings swing in three years after the company reports after the bell on Wednesday.
Nvidia options imply a move of about 5.6%, or $260 billion in market capitalization, in either direction on Thursday, according to Option Research & Technology Services (ORATS).
Nvidia stock advanced 0.8% in premarket trading on Wednesday ahead of the report as traders priced in their expectations.
"We feel generally pretty favorable in terms of Nvidia for the quarter and even for the guidance," FBB Capital Partners director of research Mike Bailey told Yahoo Finance. "I think the real question mark is sentiment."
"You know, Nvidia's stock has been right around with the market for ... three to six months," Bailey added. "To us, that suggests investors really don't have massive expectations built up for the quarter." Tue, February 24, 2026 at 9:07 PM UTC
Grace O'Donnell
Stripe reportedly considers acquiring PayPal
PayPal (PYPL) stock spiked 6% in afternoon trading after Bloomberg reported that payments processor Stripe (STRI.PVT) is reportedly interested in acquiring all or some of the legacy fintech company.
PayPal has reportedly been fielding unsolicited buyout offers after its stock suffered a major slide that wiped out 20% of its value year to date. People familiar with the matter told Bloomberg that Stripe was among the suitors that expressed preliminary interest in the company but that deliberations are still in the early stages.
On Tuesday, Stripe published an annual letter disclosing a tender offer agreement that values the company at $159 billion, a 74% increase from Stripe's $91.5 billion valuation a year ago. The sale of employee shares makes the privately held company one of the industry's most valuable companies. Tue, February 24, 2026 at 8:50 PM UTC
Grace O'Donnell
US official: C…