Nvidia Earnings Just Crushed ‘Peak AI’ Fears

12:00am, Thursday, 26'th Feb 2026
Nvidia earnings just dismantled the 'peak AI' thesis with accelerating revenue, record margins, and expanding AI capex.
Guru Stock PicksDavid Herro has made the following transactions:Reduce in CNH by 1.5%Sold out in XAMS:EXOAdd in TSE:6273 by 1.02%New position in LSE:ULVROakmark
Nvidia, the chipmaker at the center of the AI boom, is scheduled to release its quarterly results after the closing bell on Wednesday. Follow our live coverage here.
His latest SEC filing reveals that the venture capitalist's hedge fund sold its entire stock portfolio last quarter.
The companies attending the March 4 meeting include Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI, a White House official confirmed.
The White House plans to host leading data center and artificial intelligence companies including Microsoft , Anthropic and Meta Platforms in early March to formalize a deal to shield consumers from r
Major stock indexes gained Wednesday, powered by technology shares, ahead of a highly anticipated earnings report from AI chip giant Nvidia.
Lilly delivered exceptional performance over the period, driven by sustained strength in its diabetes and obesity portfolio. Applied Materials outperformed during the quarter, as AI-driven wafer-fab i
NEW YORK--(BUSINESS WIRE)--Structured today announced the general availability of its AI-native Partner Marketing Execution Platform (PMEP), purpose-built to transform how global enterprises activate

AI’s Future, What To Do When You Get Fired?

08:54am, Wednesday, 25'th Feb 2026
There are several grim assessments about how many jobs AI will eliminate in America. Large consulting firms say they will not hire people without AI experience. Accenture and KPMG say promotions will
Joshua Brown picked Martin Marietta Materials as his final trade on CNBC's Halftime Report, while Joe Terranova chose KLA Corp and Jim Lebenthal picked Microsoft.
New York State Common Retirement Fund decreased its holdings in shares of Microsoft Corporation (NASDAQ: MSFT) by 5.2% in the third quarter, according to its most recent Form 13F filing with the SEC.
Great Lakes Advisors LLC cut its position in shares of Microsoft Corporation (NASDAQ: MSFT) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commi
one8zero8 LLC increased its stake in Microsoft Corporation (NASDAQ: MSFT) by 4.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commissi
Japan's Fair Trade Commission raided Microsoft Japan's offices on Wednesday as part of an investigation into whether it improperly restricted customers of its Azure platform from using rival cloud ser
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