2026년 2월 26일 · Unknown · financial · 출처 Yahoo Finance
Fourth quarter earnings season is entering its final stretch.
Earnings from Nvidia (NVDA) marked the final company among the "Magnificent Seven" tech stocks to report quarterly results.
This report offered a crucial update on how demand for its high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments — continues to shape up.
Other key results this week include reports from Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY), with the latter currently locked in a duel with Netflix to acquire the former.
Salesforce (CRM), Home Depot (HD), and Lowe's (LOW) will also be among the notable companies expected to report in the coming week.LIVE223 updates
11 mins ago
Jenny McCall
Bitcoin miner tied to Trump family pummeled by crypto crash
American Bitcoin (ABTC), which is backed by two of President Trump's sons, reported a $59 million loss in its fourth quarter earnings on Thursday. The results have come amid a stock and crypto sell-off, wiping out almost 90% of the firm's market value since September. The company's stock price rose 3% before the bell today following the news.
Bloomberg News reports:
Read more here. 13 mins ago
Grace O'Donnell
Celsius surges on strong fourth-quarter revenue beat
Shares of Celsius Holdings (CELH) jumped more than 12% in premarket trading on Thursday after the energy drink maker reported better-than-expected fourth quarter earnings as its acquisitions of Rockstar Energy and Alani Nu drove momentum in the business.
Investing.com reports:
Read more here. 23 mins ago
Grace O'Donnell
Stellantis reports massive $26.3 billion loss but improving second half results as turnaround slowly begins
Yahoo Finance's Pras Subramanian reports:
Read more here. 27 mins ago
Jenny McCall
J.M. Smucker stock rises after Q3 earnings beat, but issues weaker full-year sales outlook
J.M. Smucker (SJM) stock rose 7% before the bell on Thursday after third quarter earnings beat analyst expectations. The company did, however, report a weaker full-year sales outlook, citing a recent fire at one of its manufacturing facilities.
AP reports:
Read more here. Today at 12:03 PM UTC
Jenny McCall
Qnity forecasts upbeat full-year earnings as AI boom boosts demand
Reuters reports:
Read more here. Wed, February 25, 2026 at 10:58 PM UTC
Grace O'Donnell
Nvidia CEO: 'We are close' to finalizing agreement with OpenAI
Nvidia CEO Jensen Huang said the company is "close" to finalizing its agreement with OpenAI (OPAI.PVT)
"We continue to work with OpenAI toward a partnership agreement, and believe we are close," Huang said. "We are thrilled with our ongoing partnership with OpenAI, a once-in-a-generation company we've had the pleasure of partnering with since their first days."
In September 2025, Nvidia said it planned to invest $100 billion in OpenAI to support artificial intelligence infrastructure. But in early February, Huang said that the $100 billion was “never a commitment,” and a few weeks later, the Financial Times reported that the company was close to finalizing a $30 billion deal to replace the $100 billion one.
On the earnings call, Nvidia executives touted that "just about every startup in the world is working on Nvidia's ecosystem." The company has also struck partnerships with rival models, including Anthropic's Claude and Google's Gemini. Wed, February 25, 2026 at 10:25 PM UTC
Grace O'Donnell
Nvidia says it hasn't sold any H200 chips to Chinese firms yet
Nvidia's (NVDA) CFO Colette Kress confirmed a report earlier this week that it has not yet sold any of its second-most-powerful chips to China.
"While small amounts of H200 products for China-based customers were approved by the US government, we have yet to generate any revenue, and we do not know whether any imports will be allowed into China," Kress said on the earnings call.
That was in line with what a Commerce Department official said at a congressional hearing on Tuesday.
President Trump gave Nvidia the green light to sell H200 chips to China last month. In late January, Beijing reportedly gave three of China's largest tech companies, ByteDance, Alibaba (BABA, 9988.HK), and Tencent (0700.HK, TCEHY), approval to purchase more than 400,000 H200 chips. Wed, February 25, 2026 at 10:16 PM UTC
Grace O'Donnell
Nvidia CFO calls out hyperscaler spend on earnings call
Nvidia's earnings call is underway. You can listen to it live here.
CFO Colette Kress called out that the hyperscalers — Big Tech firms like Amazon (AMZN), Microsoft (MSFT), and Meta (META) that provide large-scale cloud services — continue to have a strong appetite for Nvidia's data center chips.
"Analysts expectations for 2026 capex across the top five cloud providers and hyperscalers, who collectively account for a little over 50% of our data center revenue, are up nearly $120 billion since the start of the year and approaching $700 billion," Nvidia CFO Colette Kress said on the earnings call. "We continue to expect the transition of classic data center workloads to GPU-accelerated computing and the use of AI to enhance today's hyperscale workloads and contribute toward roughly half of our long-term opportunity." Wed, February 25, 2026 at 10:05 PM UTC
Iris Winslow
Salesforce forecasts annual revenue below estimates, shares fall
Reuters reports:
Read more here. Wed, February 25, 2026 at 9:46 PM UTC
Grace O'Donnell
Nvidia stock jumps after earnings beats, revenue guidance tops expectations
Nvidia (NVDA) stock popped by more than 3% after earnings beat expectations and delivered a strong revenue outlook for the first quarter.
Nvidia said it expects revenue of $76.44 billion to $79.56 billion in Q1, ahead of expectations of $72.78 billion, according to Bloomberg consensus estimates.
Here's what Nvidia reported for the fourth quarter compared to analyst estimates compiled by Bloomberg:
Data Center compute revenue ($51.3 billion, up 58% from a year ago) and netw…