Nvidia shares dropped on Thursday, as investor concerns around its leadership in the artificial intelligence boom dampened enthusiasm over its earnings beat. CNBC's Kristina Partsinevelos explains.
Nvidia Corp. has the heft to make or break the U.S. stock market — and on Thursday the technology giant dragged down the S&P 500.
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Bailey Lipschultz, Carol Massar and Tim Stenovec. -------- Mo
Chip maker's post-earnings drop caps a season in which better-than-expected results have done little to lift indexes.
On Feb. 26, 2026, the market's AI standard-bearer posted record data center growth even as bubble fears tightened their grip.
Nvidia's revenue is skyrocketing. Its margins are holding up.
Bloomberg's Caroline Hyde and Ed Ludlow discuss Nvidia's latest sales forecast, which drew a lukewarm response from investors, with concerns over a potential bubble still weighing on the chipmaker. Pl

Time To Sell Peak Nvidia (Rating Downgrade)

03:39pm, Thursday, 26'th Feb 2026
Time To Sell Peak Nvidia (Rating Downgrade)

Nvidia Keeps Raising The Bar

03:11pm, Thursday, 26'th Feb 2026
Nvidia Corporation delivered record Q4 revenue of $68.1B, up 73% YoY, and guided next quarter's revenue to $78B, well above consensus. Gross margin expanded to 75.2%, with networking revenue a standou
Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administrat
A global shortage of gaming chips could last until the end of this year, an Nvidia executive has said, signaling more pain for the video game industry that is already buckling under weak sales due to

Stock Of The Day: False Breakout In Nvidia?

02:21pm, Thursday, 26'th Feb 2026
It may be staging a classic false breakout.  This would suggest a continued move lower.
Nvidia Corporation's fiscal Q4 outperformance and strong outlook reinforces resilient data center demand, with strong revenue growth raising confidence in the Blackwell and next-generation Rubin roadm
Nvidia's earnings beat wasn't enough to satisfy investors, and the massive stock dropped 5%. The Nasdaq fell 1.9% while the Dow only slipped 0.4%, thanks to index weighting differences.
Nvidia's earnings topped estimates, and revenue reached record levels in the latest quarter. The company has built a dominant position in the high-growth AI market.
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