NVDA News
Latest updates and analysis for NVIDIA Corporation
R40 Coverage
Nvidia Reports Next Week. Wall Street Has Never Been This Confident.
Nvidia's Q4 FY2026 earnings drop February 25. Analysts expect $65.6B in revenue and $1.52 EPS — but the stock is flat in 2026. Here's what the numbers say and what could go wrong.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Prediction Markets
February 2026
Nvidia shares surge 7-8% leading tech rebound
Big Tech's $650B AI capex plans (incl. Amazon's $200B) drive gains; Jensen Huang highlights compute constraints and rising GPU values.
Jensen Huang: Demand explosion easing GPU depreciation fears
Old GPUs increasing in price; hyperscaler capex acceleration benefits NVDA and neoclouds.
NVDA CEO on compute demand
OpenAI/Anthropic revenue could 4x with more compute; massive constraint driving spend.
NVDA Short-Term Pressure
Reports of AI customers exploring alternatives and China H200 delays; dominates AI chips, bullish ratings ahead of earnings.
NVDA Rejection from Supply
Sharp rejection from 480–490; bounce from demand but rallies sellable; weak sell bias unless reclaim mid-450s.
January 2026
NVDA Not Finished
Structural selling; growth concerns and valuation compression continue downside.
NVDA Bearish Divergence
Doji at highs with RSI near 80—short-term exhaustion; logical to trim.
NVDA Grace and Majesty
Broadening pattern with dire consequences; money flow indicator showing GFC-like signals—ominous.
The Great Rotation: Money Flows Out Of Big Tech
Rotation from tech like Nvidia to small caps.