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Real-time News
Nvidia (NVDA.O): The decline in gross margin for fiscal year 2026 was impacted by a $4.5 billion charge related to excess inventory of H20 chips and procurement fulfillment obligations.Nvidia (NVDA.O): Any H200 chips shipped under the new licensing program will be subject to a 25% tariff when imported into the United States.Nvidia (NVDA.O): Our total capital expenditures for fiscal year 2026 will be $6.1 billion.Nvidia (NVDA.O) CFO: Supply constraints are expected to negatively impact the gaming business in the first quarter of fiscal year 2027 and beyond.Nvidia (NVDA.O) CFO: As channel inventory naturally adjusts, Q4 gaming revenue declined 13% sequentially.

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2026/02/26
Important Only
  • 05:50:10

    Nvidia (NVDA.O): The decline in gross margin for fiscal year 2026 was impacted by a $4.5 billion charge related to excess inventory of H20 chips and procurement fulfillment obligations.

  • 05:49:45

    Nvidia (NVDA.O): Any H200 chips shipped under the new licensing program will be subject to a 25% tariff when imported into the United States.

  • 05:47:28

    Nvidia (NVDA.O): Our total capital expenditures for fiscal year 2026 will be $6.1 billion.

  • 05:37:29

    Nvidia (NVDA.O) CFO: Supply constraints are expected to negatively impact the gaming business in the first quarter of fiscal year 2027 and beyond.

  • 05:36:35

    Nvidia (NVDA.O) CFO: As channel inventory naturally adjusts, Q4 gaming revenue declined 13% sequentially.

  • 05:36:17

    Nvidia (NVDA.O) CFO: Fourth-quarter data center revenue was driven by accelerated computing and artificial intelligence.

  • 05:35:41

    Nvidia (NVDA.O): Since the emergence of ChatGPT, its data center business has grown nearly 13 times.

  • 05:34:11

    Nvidia (NVDA.O) CFO: The company has strategically secured inventory and capacity to meet demand for the next few quarters and beyond.

  • 05:33:42

    Nvidia (NVDA.O) shares rose 2.5% in after-hours trading after the company's revenue and earnings outlook both exceeded expectations.

  • 05:33:04

    Nvidia (NVDA.O) expects its GAAP and nonGAAP gross margins for the fiscal quarter to be 74.9% and 75.0%, respectively, plus or minus 50 basis points.

  • 05:32:44

    Nvidia (NVDA.O) has projected revenue of $78 billion for Q1 of fiscal year 2027, compared to market expectations of $72.598 billion.

  • 05:32:00

    Nvidia (NVDA.O) reported data center revenue of $62.3 billion for Q4 of fiscal year 2026, compared to market expectations of $60.62 billion and $35.58 billion in the same period last year.

  • 05:31:32

    Nvidia (NVDA.O) reported revenue of $68.1 billion for Q4 of fiscal year 2026, compared to market expectations of $65.684 billion and $39.331 billion in the same period last year.

  • 05:08:34

    Zoom (ZM.O) projects revenue of $5.07 billion to $5.08 billion for fiscal year 2027, compared to analysts' expectations of $5.03 billion.

  • 05:06:44

    Bank of Japan Governor Kazuo Ueda: We will assess the impact of the interest rate hikes in December and earlier.

  • 05:05:28

    The Dow Jones Industrial Average rose 307.65 points, or 0.63%, to close at 49,482.15 on Wednesday, February 25; the S&P 500 rose 56.05 points, or 0.81%, to close at 6,946.12; and the Nasdaq Composite rose 288.40 points, or 1.26%, to close at 23,152.08.

  • 05:02:17

    The Chicago Mercantile Exchange (CME.O) closed down 3.6%.

  • 05:00:58

    February 26th - U.S. stocks closed Wednesday with the Dow Jones Industrial Average up 0.6%, the S&P 500 up 0.8%, and the Nasdaq Composite up 1.26%. Nvidia (NVDA.O) rose 1.4%, Circle (CRCL.N) jumped 35%, and Western Digital (WDC.O) gained 7.5%. The Nasdaq China Golden Dragon Index fell 0.48%, and XPeng Motors (XPEV.N) declined nearly 3%.

  • 04:52:40

    Disney (DIS.N): Starting today, Disney+ subscribers in the United States will have access to 24/7 live streaming of eight local ABC television networks.

  • 04:50:00

    Nvidia will release its earnings report in ten minutes.

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