[{"data":1,"prerenderedAt":333},["ShallowReactive",2],{"story-117627-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":58,"questions":59,"relatedArticles":84,"body_color":331,"card_color":332},"117627",null,"Nvidia Earnings Feb 25 | $650B Hyperscaler Capex Surge Reshapes Tech Supply Chains & E-Commerce Logistics","- Massive AI infrastructure spending by Alphabet, Amazon, Meta, Microsoft creates semiconductor supply constraints and tariff pressures affecting cross-border sellers; 10% Trump tariffs implemented Tuesday compound hardware import costs",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57],"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F857551%2Fnvidia-nvda-stock.png&w=1200&op=resize","https://blog.tipranks.com/wp-content/uploads/2026/02/shutterstock_2401508537-1-750x406.jpg","https://247wallst.com/wp-content/uploads/2024/07/Copy-of-Copy-of-Postive-Elon-1.jpg","https://res.cloudinary.com/jerrick/image/upload/d_642250b563292b35f27461a7.png,f_jpg,fl_progressive,q_auto,w_1024/699b54f296941f001d160416.jpg","https://image.cnbcfm.com/api/v1/image/108269193-1771950197677-108269193-17719501422026-02-24t153108z_1506083809_rc2esjaesc0u_rtrmadp_0_usa-stocks.jpg?v=1771950203&w=1600&h=900","https://images.barrons.com/im-23319467?width=700&height=467","https://res.cloudinary.com/tikr/images/f_auto,q_auto,w_800/v1771942415/images/NVIDIA-stock_9414571f20/NVIDIA-stock_9414571f20","https://media.barchart.com/contributors-admin/common-images/images/Tech%20(Ecommerce%2C%20Social%20Media%2C%20etc.)/Nvidia%20logo%20and%20sign%20on%20headquarters%20by%20Michael%20Vi%20via%20Shutterstock.jpg","https://charming-card-d91ad3487b.media.strapiapp.com/file_ee5b34c89b.png","https://www.investors.com/wp-content/uploads/2025/10/SUSTAIN25_nvidia_101725_company.jpg","https://charming-card-d91ad3487b.media.strapiapp.com/file_d144f66865.png","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F857649%2Fgettyimages-876388422.jpg&w=1200&op=resize","https://eand.co/wp-content/uploads/2026/02/Morgan-Stanley-Lifts-Nvidia-Target-to-250-Ahead-of-Earnings.webp","https://images.mktw.net/im-21405019?width=1260&height=840","https://image.cnbcfm.com/api/v1/image/108256213-1769171467655-108256213-17691714072026-01-21t110421z_923549888_rc2m5jaurrtk_rtrmadp_0_davos-meeting.jpg?v=1770154317&w=1600&h=900","https://dims.apnews.com/dims4/default/e319d48/2147483647/strip/true/crop/3000x1997+0+2/resize/320x213!/quality/90/?url=https%3A%2F%2Fassets.apnews.com%2Fa3%2Fbb%2Fa8cb077202a35eb7571a8a45e013%2Fb59b0c4759ad4e54b48f296734417022","https://img-cdn.inc.com/image/upload/f_webp,c_fit,w_1920,q_auto/vip/2026/02/25b1cb1b-5339-4eae-9063-bca0be014567.jpg","https://image.cnbcfm.com/api/v1/image/108258178-1769608364156-asml_high_na_still.jpg?v=1769608421","https://s.yimg.com/ny/api/res/1.2/iAVczDP8rBpIJmFmmZFKpA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAw/https://media.zenfs.com/en/ap_finance_articles_694/ea47064ada8bbb8968906042fa18a6c4","https://qz.com/cdn-cgi/image/width=1920,quality=85,format=auto/https://assets.qz.com/media/GettyImages-2260170952.jpg","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F857167%2Fgettyimages-613345556.jpg&w=700","https://news.stocktwits-cdn.com/large_Getty_Images_2243565350_jpg_6cd80dbe6d.webp","https://www.thestreet.com/.image/w_3840,q_auto:good,c_limit/MjA5MTY2MzEzMzgwMTI4NjEy/nvidia-chief-executive-jensen-huang-kl-11.jpg?arena_f_auto","https://schaeffers-cdn.s3.amazonaws.com/images/default-source/schaeffers-cdn-images/2026/february/cotw-wkpl/nvda-earnings-impact.jpg?sfvrsn=b64dbe06_2","https://www.chartmill.com/images/artgen/2026-02-24T43800109177128-NVDA-ss.jpg","https://cdn.mos.cms.futurecdn.net/NLix7D35xg4ph7LzKaPNdF.jpg","https://marketminute.ghost.io/content/images/size/w1200/2026/02/5d470d4d-36fc-440d-8f19-839c34b90f21.png","https://d5bp8bijhhba2.cloudfront.net/image/cover_image/256bba941dc33fce1923e6d0655bad5be138f04eed264c771f53d0626012c65d.png","https://imageio.forbes.com/specials-images/imageserve/699d42760307c57eefbc5a59/NVIDIA---Stock-Market---Photo-Illustration/0x0.jpg?format=jpg&width=480","https://s.yimg.com/ny/api/res/1.2/9TU105D6VEbkKAXF5Xozwg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://s.yimg.com/os/creatr-uploaded-images/2026-02/c6ef65f0-0dac-11f1-abf6-156a6999188c","https://www.nasdaq.com/sites/acquia.prod/files/2019-05/0902-Q19%20Total%20Markets%20photos%20and%20gif_CC8.jpg","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1WZae4.img?w=1000&h=563&m=4&q=70","https://images.axios.com/bBPYSW-CDEe_09tANoqIfGl_wjA=/0x200:6048x3602/1920x1080/2026/02/24/1771963559781.jpeg?w=3840","https://staticx-tuner.zacks.com/images/articles/main/a6/97.jpg","https://cdn.banklesstimes.com/bt/content/uploads/2026/02/nvidia.png","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://sherwoodnews.imgix.net/mwphzyq69oso/en-US/assets/files/1414088792_a-slinky-is-a-precompressed-helical-spring-toy-invented-by-richard-james-in-the-early-1940-s.jpg?auto=compress%2Cformat&cs=srgb","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iP25esbbX.H8/v0/-1x-1.jpg","https://s.yimg.com/ny/api/res/1.2/gIhUbX0bv8BVJyguQl51ZA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTY0MDtoPTM1OQ--/https://media.zenfs.com/en/aol_the_motley_fool_392/82bc2021048cb0b88e65918a46f19021","https://i0.wp.com/tvdelmarva.com/wp/wp-content/uploads/2026/02/news-1772019089652.jpg?resize=45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February 25, 2026 earnings report represents a critical inflection point for the entire technology sector and cross-border e-commerce supply chains.** The semiconductor giant, with a $4.7 trillion market capitalization, serves as the bellwether for AI infrastructure buildout. However, the earnings announcement occurs amid unprecedented capital expenditure escalation: Alphabet, Amazon, Meta, and Microsoft collectively plan $650 billion in capex spending for 2026—a 20x increase from $31 billion a decade ago. This spending surge directly impacts e-commerce sellers through multiple mechanisms: semiconductor supply constraints, rising hardware component costs, and accelerated tariff pressures.\n\n**For cross-border sellers, the immediate operational impact centers on hardware and electronics categories.** HP's recent earnings miss specifically cited rising memory-chip costs affecting annual results, signaling broader supply chain inflation. Nvidia's guidance on Blackwell chip production and the next-generation Vera Rubin platform launching later in 2026 will determine semiconductor availability and pricing through mid-2026. The company's $50 billion China market opportunity—enabled by the U.S. government's H200 chip export arrangement requiring 25% revenue sharing—creates potential supply competition for global sellers. Additionally, President Trump's 10% tariff on global imports implemented February 25 compounds these pressures: sellers importing electronics, laptops, and AI-enabled devices face 8-12% cost increases on typical product margins. The tariff threat to escalate to 15% adds further uncertainty to Q1-Q2 2026 inventory planning.\n\n**Market sentiment around AI sustainability directly influences technology stock valuations and consumer spending patterns affecting e-commerce demand.** Options traders are pricing Nvidia's smallest post-earnings volatility swing in three years, indicating market consensus around earnings outcomes—suggesting limited downside surprise risk. However, analyst concerns about whether massive capex investments represent optimal capital deployment signal potential 2027-2028 growth headwinds. For sellers, this translates to: (1) near-term demand strength in AI-adjacent categories (GPU-compatible laptops, server components, cooling systems) through Q2 2026, followed by (2) potential demand normalization if hyperscalers reduce capex growth rates in 2027. The earnings report's influence on broader tech sector performance will ripple through consumer electronics demand, with S&P 500 and Nasdaq valuations affecting discretionary spending on premium tech products sold through Amazon, eBay, and Shopify.",[60,63,66,69,72,75,78,81],{"title":61,"answer":62,"author":5,"avatar":5,"time":5},"What role does Nvidia's laptop systems integration strategy play in e-commerce opportunities?","Nvidia's expansion into laptop systems integration—beyond AI data centers—signals growing consumer demand for AI-enabled laptops and portable computing devices. This represents a significant product opportunity for cross-border sellers: AI-compatible laptops, external GPUs, cooling systems, and accessories represent a $5-10B emerging category. Sellers should monitor Nvidia's partnerships with laptop manufacturers (Dell, HP, Lenovo, ASUS) during the earnings call to identify which brands will launch AI-integrated systems in Q2-Q3 2026. Early movers selling compatible accessories and peripherals can capture 20-40% margin premiums before category becomes commoditized. Consider launching product lines targeting AI laptop users: specialized cooling pads, docking stations, and software bundles.",{"title":64,"answer":65,"author":5,"avatar":5,"time":5},"Should sellers adjust pricing strategies based on the 10% Trump tariff implementation?","Yes, sellers should immediately adjust pricing on imported electronics and hardware products to reflect the 10% tariff implemented February 25. For a product with $100 landed cost, the tariff adds $10 per unit. Sellers have three options: (1) Absorb the cost and reduce margins by 2-3 percentage points; (2) Increase prices 5-8% to pass costs to consumers while remaining competitive; (3) Shift sourcing to domestic suppliers or 3PL providers to avoid tariffs. The optimal strategy depends on product category elasticity and competitor pricing. Sellers should use Amazon Seller Central's repricing tools to test price increases on 10-20% of inventory and monitor conversion rate changes. If conversions drop >15%, revert to margin compression strategy.",{"title":67,"answer":68,"author":5,"avatar":5,"time":5},"How does the $50B China H200 market opportunity affect global electronics sellers?","Nvidia's $50 billion China market opportunity for H200 chips—enabled by the U.S. government's 25% revenue-sharing arrangement—creates potential supply competition for global sellers. If Chinese demand surges, Nvidia may prioritize H200 production for China, reducing availability for Western markets and driving up prices for AI-compatible components globally. Additionally, Chinese competitors may accelerate development of alternative chips, creating new competitive pressure in GPU-intensive categories. Sellers should monitor Nvidia's China commentary during the earnings call and consider diversifying component suppliers to include AMD and Intel alternatives to reduce dependency on Nvidia supply.",{"title":70,"answer":71,"author":5,"avatar":5,"time":5},"Will HP's memory-chip cost warning affect other hardware sellers' profitability?","HP's earnings miss citing rising memory-chip costs signals broader supply chain inflation affecting all hardware manufacturers and sellers. Memory chips (DRAM, NAND flash) are core components in laptops, desktops, SSDs, and peripherals—categories representing $40-60B in annual cross-border e-commerce sales. If memory costs increase 10-15% (as HP's warning suggests), sellers face margin compression of 3-5 percentage points unless they raise prices. However, price increases risk losing Buy Box position and market share to competitors. Sellers should negotiate long-term supply contracts with manufacturers before Q2 2026 to lock in current pricing, and monitor Nvidia's guidance on semiconductor supply to anticipate further cost escalation.",{"title":73,"answer":74,"author":5,"avatar":5,"time":5},"How will AI economy sustainability concerns impact consumer demand for tech products?","Investor concerns about whether massive capex investments represent optimal capital deployment signal potential 2027-2028 growth headwinds for the AI sector. If hyperscalers reduce capex growth rates in 2027, demand for AI-adjacent consumer products (GPU-compatible laptops, high-performance gaming systems, server components) may normalize after 2026's surge. However, near-term demand through Q2 2026 remains strong as companies complete current infrastructure buildouts. Sellers should capitalize on 2026 demand strength by increasing inventory in GPU-compatible laptops and high-performance systems, but avoid over-committing to 2027-2028 inventory. Monitor analyst commentary from Dan Ives (Wedbush) and Ruben Roy (Stifel) on longer-term growth prospects to adjust strategy.",{"title":76,"answer":77,"author":5,"avatar":5,"time":5},"What immediate actions should sellers take before and after Nvidia's February 25 earnings?","Sellers should take three immediate actions: (1) By February 24, review inventory of electronics, laptops, and AI-adjacent products to identify exposure to memory-chip and tariff cost increases; (2) On February 25 evening, monitor Nvidia's earnings call commentary on Blackwell production, Vera Rubin guidance, and China market demand—specifically CEO Jensen Huang's statements on supply sustainability; (3) By February 28, adjust pricing on high-margin electronics categories by 5-8% to offset tariff and component cost increases, and contact suppliers to negotiate Q2-Q3 pricing locks. Additionally, sellers should monitor the VIX volatility index (currently 19.02) for signs of market stress that could reduce consumer spending on discretionary tech products.",{"title":79,"answer":80,"author":5,"avatar":5,"time":5},"What is the connection between $650B hyperscaler capex and cross-border e-commerce tariffs?","Alphabet, Amazon, Meta, and Microsoft's $650 billion capex spending for 2026 drives massive semiconductor demand, creating supply constraints that increase component costs globally. Simultaneously, President Trump's 10% tariff on global imports (implemented February 25) adds 8-12% to hardware import costs for cross-border sellers. Together, these forces compress margins on electronics categories: a seller importing laptops at $600 cost faces $60 tariff plus $30-50 component cost increases, reducing profit margins from 25-30% to 15-20%. Sellers should immediately review tariff codes for their product categories and consider shifting 20-30% of inventory to domestic 3PL providers to avoid tariff exposure.",{"title":82,"answer":83,"author":5,"avatar":5,"time":5},"How does Nvidia's earnings guidance affect electronics sellers on Amazon and eBay?","Nvidia's forward guidance on Blackwell chip production and Vera Rubin platform availability directly determines semiconductor supply and pricing through mid-2026. If Nvidia signals strong demand and production scaling, GPU-compatible laptops, server components, and AI-enabled devices will face supply constraints and rising component costs—forcing sellers to increase prices 8-15% or reduce margins. Conversely, if guidance signals slower adoption, component prices may stabilize. Sellers should monitor Nvidia's quarterly revenue projections ($66.2B expected) and CEO Jensen Huang's commentary on demand sustainability to adjust inventory purchasing and pricing strategies within 2-3 weeks of the earnings announcement.",[85,90,94,98,102,106,110,114,118,122,126,130,134,138,142,146,150,154,158,162,167,171,175,179,183,187,191,194,198,202,206,210,214,218,222,226,230,234,238,242,246,250,254,258,262,266,270,274,278,282,286,291,295,299,303,307,311,315,319,323,327],{"id":86,"title":87,"source":88,"logo":55,"time":89},479883,"US futures up ahead of Nvidia results, earnings","https://breakingthenews.net/Article/US-futures-up-ahead-of-Nvidia-results-earnings/65741407","1D AGO",{"id":91,"title":92,"source":93,"logo":5,"time":89},479882,"Nvidia Q4 Earnings Preview: Will AI Trade Rally Again?","https://www.whatjobs.com/news/nvidia-q4-earnings-preview-can-blackwell-rubin-and-hyperscaler-spending-reignite-the-ai-trade/",{"id":95,"title":96,"source":97,"logo":28,"time":89},478631,"Nvidia prepares to release its quarterly results as AI fears weigh on the stock market","https://finance.yahoo.com/news/nvidia-prepares-release-quarterly-results-011855249.html",{"id":99,"title":100,"source":101,"logo":46,"time":89},479885,"Is Nvidia dead money, or a coiled spring?","https://sherwood.news/markets/nvidia-q4-earnings-preview-high-expectations-ai-boom-bubble-chips/",{"id":103,"title":104,"source":105,"logo":14,"time":89},480111,"Stock futures inch higher ahead of key earnings results from Nvidia: Live updates","https://www.cnbc.com/2026/02/24/stock-market-today-live-updates.html",{"id":107,"title":108,"source":109,"logo":31,"time":89},478630,"NVDA Stock Hits A New 2026 High Ahead Of Q4 Print — But Fundstrat’s Mark Newton Warns ‘False Breakout’ Could Be Next","https://stocktwits.com/news-articles/markets/equity/nvda-stock-new-2026-high-ahead-of-q4-fundstrat-mark-newton-warns-false-breakout/cZRUtEWR467",{"id":111,"title":112,"source":113,"logo":57,"time":89},479884,"Nvidia Heads Into Q4 Earnings With Vera Rubin Launch, China Chip Approvals, Meta Partnership — Can It Keep Its Record-Breaking Streak Alive?","https://www.benzinga.com/markets/tech/26/02/50841743/nvidia-heads-into-q4-earnings-with-vera-rubin-launch-china-chip-approvals-meta-partnership-can-it-keep-its-record-breaking-streak-alive",{"id":115,"title":116,"source":117,"logo":50,"time":89},479881,"Stock index futures higher ahead of Nvidia results (SPX:)","https://seekingalpha.com/news/4556468-sp500-nasdaq-dow-jones-outlook-stock-market",{"id":119,"title":120,"source":121,"logo":26,"time":89},479880,"Nvidia Reports Earnings as the Only Magnificent 7 Stock Up 1 Percent This Year","https://www.inc.com/phil-rosen/nvidia-earnings-stock-market-outlook-ai-trade-microsoft-nvda-apple-meta/91307661",{"id":123,"title":124,"source":125,"logo":27,"time":89},478629,"European tech stocks to watch when Nvidia reports earnings","https://www.cnbc.com/2026/02/25/european-tech-stocks-nvidia-earnings.html",{"id":127,"title":128,"source":129,"logo":5,"time":89},479876,"Teetering US tech trade puts anchor on market as Nvidia test looms","https://finance.yahoo.com/news/teetering-us-tech-trade-puts-110201090.html",{"id":131,"title":132,"source":133,"logo":15,"time":89},479875,"The Stock Market Wants an Earnings Blowout From Nvidia. It Could Make Things Worse.","https://www.barrons.com/articles/stock-market-nvidia-earnings-ai-46fd80d3?gaa_at=eafs&gaa_n=AWEtsqc-7IfyciVG-3aCtIScVYwAEnfb0Vz2QzpN8AfVjVa92tZfajT_FBxA&gaa_ts=699eea35&gaa_sig=R0pZxHCSwApsxrfk2KbVJXoH8Y2WEObMBJLjdMUTDbOXgMKbOzQen0gKB0ybYhmAGz-7UrSCw-kiCK30tK_RYg%3D%3D",{"id":135,"title":136,"source":137,"logo":5,"time":89},479878,"US Stock Futures Inch up Ahead of Nvidia Earnings as AI Jitters Ease","https://money.usnews.com/investing/news/articles/2026-02-25/us-stock-futures-inch-up-ahead-of-nvidia-earnings-as-ai-jitters-ease",{"id":139,"title":140,"source":141,"logo":19,"time":89},478640,"Dow Jones AI Giant Nvidia Eyes Buy Point With Earnings Set To Surge 72%","https://www.investors.com/stock-lists/stocks-near-a-buy-zone/dow-jones-nvidia-stock-nvda-earnings/",{"id":143,"title":144,"source":145,"logo":51,"time":89},480101,"Stock Market Today: Nasdaq Futures Inch Up; Nvidia Earnings Due This Afternoon — Live Updates","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-25-2026?gaa_at=eafs&gaa_n=AWEtsqdz7xW6skGcGXeNLsPFieURjIgjoggp0DOSMPVdvmlUKgnTbzhchvVH&gaa_ts=699eea35&gaa_sig=bNNFIzPvlV51dQERwckmNf6PI05q-4qtbwzymGOP0gZ_s5T-wB5c6H0p8usoKEWsVMKUh7lEQFIwlqig39aNPQ%3D%3D",{"id":147,"title":148,"source":149,"logo":53,"time":89},478642,"Nvidia's Q4 earnings report marks a pivotal moment for the AI trade. These factors matter most.","https://www.businessinsider.com/nvidia-earnings-preview-ai-chips-what-to-expect-jensen-huang-2026-2",{"id":151,"title":152,"source":153,"logo":42,"time":89},480100,"Nvidia earnings under microscope as AI economy spurs concerns","https://www.axios.com/2026/02/25/nvidia-earnings-preview-jensen-huang",{"id":155,"title":156,"source":157,"logo":35,"time":89},478641,"Nvidia Earnings: Live Updates and Commentary February 2026","https://www.kiplinger.com/investing/live/nvidia-earnings-live-updates-and-commentary-february-2026",{"id":159,"title":160,"source":161,"logo":52,"time":89},479890,"Nvidia’s $67 Billion Reckoning: The ‘Do or Die’ Moment for AI Infrastructure","https://markets.financialcontent.com/stocks/article/marketminute-2026-2-24-nvidias-67-billion-reckoning-the-do-or-die-moment-for-ai-infrastructure",{"id":163,"title":164,"source":165,"logo":54,"time":166},479892,"Nvidia (NVDA) Will Report Q4 Earnings Today. Here Is What to Expect","https://www.tipranks.com/news/nvidia-nvda-will-report-q4-earnings-tomorrow-here-is-what-to-expect","2D AGO",{"id":168,"title":169,"source":170,"logo":41,"time":89},479891,"Nvidia earnings are coming. This option trade sets up a way to profit.","https://www.msn.com/en-us/money/topstocks/nvidia-earnings-are-coming-this-option-trade-sets-up-a-way-to-profit/ar-AA1WZmYQ",{"id":172,"title":173,"source":174,"logo":39,"time":166},478718,"Nvidia to report Q4 earnings ahead of annual GTC event","https://finance.yahoo.com/news/nvidia-to-report-q4-earnings-ahead-of-annual-gtc-event-191031537.html",{"id":176,"title":177,"source":178,"logo":21,"time":89},478717,"Nvidia Earnings: What to Watch for on Feb. 25","https://www.fool.com/investing/2026/02/24/nvidia-earnings-what-to-watch-for-on-feb-25/",{"id":180,"title":181,"source":182,"logo":56,"time":166},478637,"Nvidia results are AI market's biggest test amid competitive worries","https://www.reuters.com/business/nvidia-results-are-ai-markets-biggest-test-amid-competitive-worries-2026-02-24/",{"id":184,"title":185,"source":186,"logo":16,"time":89},478636,"Nvidia Stock Is Down 9% From Its 52-Week High. Here’s What’s Driving the Pullback","https://www.tikr.com/blog/nvidia-stock-is-down-9-from-its-52-week-high-heres-whats-driving-the-pullback",{"id":188,"title":189,"source":190,"logo":45,"time":166},478639,"NVDA: Nvidia Stock Gains Ahead of Earnings Release. What Traders Are Watching","https://www.tradingview.com/news/tradingview:5ea2dbc22094b:0-nvda-nvidia-stock-gains-ahead-of-earnings-release-what-traders-are-watching/",{"id":192,"title":96,"source":193,"logo":25,"time":89},478716,"https://apnews.com/article/nvidia-artificial-intelligence-fourth-quarter-report-855e9baff355da11f3a0420cca915ac7",{"id":195,"title":196,"source":197,"logo":36,"time":89},478638,"The Trillion-Dollar Question: NVIDIA Braces for Fiscal 2026 Results as the ‘Rubin’ Era Dawns","https://markets.financialcontent.com/stocks/article/marketminute-2026-2-24-the-trillion-dollar-question-nvidia-braces-for-fiscal-2026-results-as-the-rubin-era-dawns",{"id":199,"title":200,"source":201,"logo":38,"time":166},478633,"How To Trade Nvidia Ahead Of Q4 Earnings?","https://www.forbes.com/sites/greatspeculations/2026/02/24/how-to-trade-nvidia-ahead-of-q4-earnings/",{"id":203,"title":204,"source":205,"logo":40,"time":89},479887,"Why I'm Not Buying Nvidia Stock","https://www.nasdaq.com/articles/why-im-not-buying-nvidia-stock",{"id":207,"title":208,"source":209,"logo":5,"time":89},478632,"Raymond James sees Nvidia stock forming intermediate-term price low","https://www.investing.com/news/analyst-ratings/raymond-james-sees-nvidia-stock-forming-intermediateterm-price-low-93CH-4520953",{"id":211,"title":212,"source":213,"logo":20,"time":89},479886,"European Tech Stocks Brace for Nvidia Earnings Impact","https://www.techbuzz.ai/articles/european-tech-stocks-brace-for-nvidia-earnings-impact",{"id":215,"title":216,"source":217,"logo":10,"time":89},478635,"Nvidia Stock Is Outperforming the Market in 2026. Is It a Buy?","https://www.fool.com/investing/2026/02/24/nvidia-stock-is-outperforming-the-market-in-2026-i/",{"id":219,"title":220,"source":221,"logo":23,"time":89},479889,"Nvidia’s earnings report is just a prelude to what should really matter for investors","https://www.marketwatch.com/story/nvidias-earnings-report-is-just-a-prelude-to-what-should-really-matter-for-investors-d185e94c?gaa_at=eafs&gaa_n=AWEtsqcT2rM8xLF4EUJinO7pdgzfD_g7OGwbnXRDmnc3Bb7BrBWk5n0KzOQd&gaa_ts=699eea35&gaa_sig=MNFgWxdnBxFYtfhr6GJrAIzyPunDdwtf0Rn7iv5tP-cCd_MtyrVWDfWo2jfac49GOgoAYbgSimRjELLC2YU1vw%3D%3D",{"id":223,"title":224,"source":225,"logo":34,"time":166},478634,"NVIDIA CORP (NASDAQ:NVDA) Presents a High-Growth Momentum Breakout Setup","https://www.chartmill.com/news/NVDA/Chartmill-42628-NVIDIA-CORP-NASDAQNVDA-Presents-a-High-Growth-Momentum-Breakout-Setup",{"id":227,"title":228,"source":229,"logo":5,"time":89},479888,"Nvidia Q1 2026 Earnings: AI Chip Market Test Amid Rising Competition - News and Statistics","https://www.indexbox.io/blog/nvidias-ai-chip-dominance-tested-ahead-of-q1-2026-earnings-report/",{"id":231,"title":232,"source":233,"logo":33,"time":89},478651,"As Nvidia Goes, So Goes Wall Street","https://finviz.com/news/320638/as-nvidia-goes-so-goes-wall-street",{"id":235,"title":236,"source":237,"logo":37,"time":89},478650,"Nvidia Earnings Preview and AI Investment Trends","https://intellectia.ai/news/stock/nvidia-earnings-preview-and-ai-investment-trends",{"id":239,"title":240,"source":241,"logo":5,"time":89},478653,"Expect constructive Q4, outlook and catalysts from Nvidia: Truist","https://www.msn.com/en-us/money/topstocks/expect-constructive-q4-outlook-and-catalysts-from-nvidia-truist/ar-AA1WYztS",{"id":243,"title":244,"source":245,"logo":5,"time":166},478652,"Markets Brief: Nvidia’s Earnings Preview by the Numbers, and What It Means for Investors","https://global.morningstar.com/en-ea/markets/markets-brief-nvidias-earnings-preview-by-numbers-what-it-means-investors",{"id":247,"title":248,"source":249,"logo":5,"time":89},480099,"Options traders price Nvidia's smallest post‑earnings swing in three years","https://finance.yahoo.com/news/options-traders-price-nvidias-smallest-110305949.html",{"id":251,"title":252,"source":253,"logo":22,"time":166},478648,"Morgan Stanley Lifts Nvidia Target to $250 Ahead of Earnings","https://eand.co/morgan-stanley-lifts-nvidia-target-to-250-ahead-of-earnings",{"id":255,"title":256,"source":257,"logo":5,"time":89},478647,"There's More Than One Way to Bet on Nvidia's Earnings Report.","https://www.investopedia.com/there-s-more-than-one-way-to-bet-on-nvidia-s-earnings-report-nvda-stock-11912922",{"id":259,"title":260,"source":261,"logo":29,"time":89},478649,"Nvidia Q4 earnings: Can it push the AI trade higher — again?","https://qz.com/nvidia-earnings-preview-q4-2026",{"id":263,"title":264,"source":265,"logo":5,"time":89},478644,"Everyone's positioned for the wrong NVIDIA outcome","https://theotrade.com/everyones-positioned-for-the-wrong-nvidia-outcome/",{"id":267,"title":268,"source":269,"logo":17,"time":89},478643,"What Options Data Tells Us to Expect from Nvidia Stock After February 25 Earnings","https://www.barchart.com/story/news/396388/what-options-data-tells-us-to-expect-from-nvidia-stock-after-february-25-earnings",{"id":271,"title":272,"source":273,"logo":48,"time":166},478646,"Where Will Nvidia Stock Be in 2030?","https://www.aol.com/articles/where-nvidia-stock-2030-073500889.html",{"id":275,"title":276,"source":277,"logo":32,"time":89},478645,"Morgan Stanley resets Nvidia stock forecast ahead of earnings","https://www.thestreet.com/investing/stocks/morgan-stanley-resets-nvidia-stock-forecast-ahead-of-earnings",{"id":279,"title":280,"source":281,"logo":11,"time":166},478662,"Morgan Stanley Expects Nvidia (NVDA) to Report Strong Q4 Results, Sees ‘Rich Catalyst Path Ahead’","https://www.tipranks.com/news/morgan-stanley-expects-nvidia-nvda-to-report-strong-q4-results-sees-rich-catalyst-path-ahead",{"id":283,"title":284,"source":285,"logo":5,"time":166},478661,"NVIDIA's (NVDA) Buy Rating Reiterated at DA Davidson","https://www.marketbeat.com/instant-alerts/nvidias-nvda-buy-rating-reiterated-at-da-davidson-2026-02-23/",{"id":287,"title":288,"source":289,"logo":49,"time":290},479874,"Wall Street Expects Nvidia’s Smallest Post-Earnings Stock Move in Three Years","https://www.finedayradio.com/news/tv-delmarva-channel-33/wall-street-expects-nvidias-smallest-post-earnings-stock-move-in-three-years/","23H AGO",{"id":292,"title":293,"source":294,"logo":44,"time":166},478663,"NVIDIA Stock Price Forecast: Flashes Alarming Signal Ahead of Earnings","https://www.banklesstimes.com/articles/2026/02/23/nvidia-stock-price-forecast-flashes-alarming-signal-ahead-of-earnings/",{"id":296,"title":297,"source":298,"logo":47,"time":89},479950,"Asian Stocks Rise, Dollar Slips On Trump Speech: Markets Wrap","https://www.bloomberg.com/news/articles/2026-02-24/stock-market-today-dow-s-p-live-updates-",{"id":300,"title":301,"source":302,"logo":13,"time":166},478660,"Prediction: This Will Be Nvidia's Stock Price in 5 Years","https://vocal.media/theSwamp/prediction-this-will-be-nvidia-s-stock-price-in-5-years-df3lyt0ptn",{"id":304,"title":305,"source":306,"logo":43,"time":166},478659,"NVIDIA Earnings Loom: What Do Estimates Say?","https://www.zacks.com/stock/news/2873901/nvidia-earnings-loom-what-do-estimates-say",{"id":308,"title":309,"source":310,"logo":30,"time":166},478658,"Could Nvidia Double in 6 Months? Here's What History Says.","https://www.nasdaq.com/articles/could-nvidia-double-6-months-heres-what-history-says",{"id":312,"title":313,"source":314,"logo":5,"time":89},478655,"Nvidia (NVDA) Stock: Wedbush and Truist Reiterate Buy Ahead of Earnings Wednesday","https://blockonomi.com/nvidia-nvda-stock-wedbush-and-truist-reiterate-buy-ahead-of-earnings-wednesday/",{"id":316,"title":317,"source":318,"logo":5,"time":89},479942,"US stock futures little changed after Trump speech; Nvidia earnings in focus","https://www.investing.com/news/stock-market-news/us-stock-futures-flat-with-trump-address-nvidia-earnings-in-focus-4523110",{"id":320,"title":321,"source":322,"logo":12,"time":89},478654,"Here’s the $200 Billion Reason Wall Street Is Nervous for NVIDIA’s Earnings Tomorrow","https://247wallst.com/investing/2026/02/24/heres-the-200-billion-reason-wall-street-is-nervous-for-nvidias-earnings-tomorrow/",{"id":324,"title":325,"source":326,"logo":24,"time":89},478657,"Nvidia earnings report collides with Wall Street skepticism over AI spending","https://www.cnbc.com/2026/02/24/nvidia-earnings-collide-with-wall-street-skepticism-over-ai-spending.html",{"id":328,"title":329,"source":330,"logo":18,"time":89},478656,"Nvidia Defies AI Spending Doubts as Earnings Loom","https://www.techbuzz.ai/articles/nvidia-defies-ai-spending-doubts-as-earnings-loom","#2c4bd1ff","#2c4bd14d",1772123442456]