[{"data":1,"prerenderedAt":211},["ShallowReactive",2],{"story-119134-en":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":36,"questions":37,"relatedArticles":59,"body_color":209,"card_color":210},"119134",null,"AI Infrastructure Boom Reshapes E-Commerce Tech Costs | Sellers Must Optimize Cloud & Automation Spending Now","- Nvidia's $78B Q1 2026 forecast signals sustained AI capex cycle; sellers face 8-15% cloud infrastructure cost increases as hyperscalers compete for compute resources",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,12,24,25,26,12,27,28,29,30,31,32,33,34,35],"https://newsfile.futunn.com/news-thumbnail/20240814/public/17236352710383204763085-news-thumbnail/20240814/public/17236352710379323661052.jpeg.jpeg","https://images.wral.com/80a8c2ce-0965-5c48-9079-447fbc8968da?w=1200&h=675&f=jpg","https://images.wsj.net/im-925349/social","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ix7O9GuebpmI/v1/-1x-1.webp","https://images.barrons.com/im-783602?width=1280&size=1.77777778","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2227030314/image_2227030314.jpg?io=getty-c-w630","https://cdn.benzinga.com/files/images/story/2026/02/25/Blue-Stock-Market-Chart-With-Candlestick.jpeg?width=1200&height=800&fit=crop","https://www.reuters.com/resizer/v2/KLZ2YTDSIJMPTKJ2XDVKLHNKHU.jpg?auth=f1894af4e04b4f2e3344cfe77e45f6592f0893708d133ec177fbd212f154166d&width=1920&quality=80","https://bloximages.chicago2.vip.townnews.com/idahopress.com/content/tncms/assets/v3/editorial/6/fb/6fb0c4ce-448c-5051-ae49-19cd274a1141/699fd8dfa83cc.image.jpg?crop=1176%2C1176%2C293%2C0&resize=1200%2C1200&order=crop%2Cresize","https://247wallst.com/wp-content/uploads/2026/02/Julius-Caesar.png","https://images.barrons.com/im-25327950?width=700&height=466","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ikP8v_9GZHFM/v0/500x500.jpg","https://images.mktw.net/im-72615127/social","https://images.mktw.net/im-25769527?width=620&height=554","https://www.servethehome.com/wp-content/uploads/2024/07/Supermicro-NVIDIA-GB200-NVL72-at-Computex-2024-Node.jpg","https://images.mktw.net/im-03854757","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1412721464/image_1412721464.jpg?io=getty-c-w1536","https://s.yimg.com/ny/api/res/1.2/40qrECzjb1GU17YiqQg21g--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://s.yimg.com/os/creatr-uploaded-images/2026-02/e1bde930-0db4-11f1-bfdd-04eb7e297b8d","https://images.barrons.com/im-98845808?width=700&height=466","https://i.guim.co.uk/img/media/60c16c51afb0ee89b7d02519aa2c93e163f953f3/307_0_2501_2001/master/2501.jpg?width=465&dpr=1&s=none&crop=none","https://s.yimg.com/ny/api/res/1.2/16yB8dta3Gnl6gRgtCWLiA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MTg-/https://s.yimg.com/os/creatr-uploaded-images/2026-01/80c5e0e0-ead9-11f0-b477-4a307dd8bbb3","https://www.crn.com/news/ai/2026/media_1ba30f0d6f2002a8e6420cab6263f3b30d220eab3.jpg?width=1200&format=pjpg&optimize=medium","https://images.mktw.net/im-72615127?width=1280&size=1","https://s.yimg.com/ny/api/res/1.2/IUo8_28Rtjjk77n2eB1TZQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTY0MDtoPTM2MA--/https://media.zenfs.com/en/marketbeat_955/ffe52edad9a5e7b3d1e9b401d3d13a68","https://img-cdn.inc.com/image/upload/f_webp,c_fit,w_1920,q_auto/vip/2026/02/c5c34860-9487-4def-b7f6-7ab7c06bc95c.jpg","https://cdn.zonebourse.com/static/resize/0/0//images//reuters/2025-10-29T195341Z_1_LYNXMPEL9S146_RTROPTP_4_USA-TRUMP-BALLROOM.JPG","**The AI infrastructure investment cycle is accelerating dramatically, creating both opportunities and cost pressures for e-commerce sellers.** Nvidia reported record Q4 2025 revenue of $68.1 billion (73% YoY growth) with Q1 2026 guidance of $78.0 billion, driven by enterprise adoption of AI agents and Blackwell chip demand. Despite blockbuster results, Nvidia's stock gained only 0.2%, signaling investor concerns about AI valuation sustainability and potential disruption to SaaS, payment processing, and e-commerce platforms. This muted market reaction reveals critical intelligence for sellers: the market is repricing AI infrastructure expectations downward, suggesting cloud computing costs may stabilize or decline after months of rapid increases.\n\n**For e-commerce sellers, this news directly impacts operational costs through three mechanisms:** First, **cloud infrastructure expenses** are rising as Amazon AWS, Microsoft Azure, and Google Cloud compete for hyperscaler capex spending. Sellers using AI-powered tools for product research, pricing optimization, and customer service automation are experiencing 8-15% monthly cost increases for compute resources. Second, **technology platform pricing** is shifting—Salesforce declined 5% on disappointing FY2027 guidance, indicating CRM and marketing automation platforms may increase fees to offset margin pressures from AI infrastructure investments. Third, **market sentiment volatility** is creating financing headwinds; mortgage rates falling to 5.98% (lowest since 2022) suggest consumer spending power may improve, but technology sector uncertainty could reduce venture funding for e-commerce SaaS tools that sellers depend on.\n\n**The strategic opportunity lies in automation ROI timing.** Nvidia's guidance suggests continued strong demand for AI compute through Q1 2026, but investor skepticism about long-term sustainability indicates a potential inflection point. Sellers who implement AI-powered automation NOW—before cloud costs potentially stabilize—can lock in efficiency gains while competitors delay. Specific automation wins available immediately: (1) **Product research automation** using AI tools like Helium 10 or Jungle Scout can reduce manual research time from 20 hours/week to 3-4 hours/week, saving $400-600/month in labor costs; (2) **Dynamic pricing engines** powered by AI can optimize margins by 2-4% through real-time competitor analysis and demand forecasting; (3) **Customer service chatbots** can handle 60-70% of routine inquiries, reducing support costs by $800-1,200/month for mid-sized sellers. The window for capturing these efficiency gains before cloud costs potentially decline is 6-12 months, making immediate implementation critical for competitive advantage.\n\n**Risk mitigation requires monitoring three indicators:** Watch Salesforce, Broadcom, and Western Digital earnings (all down 5-6% on February 26) for signals of enterprise software pricing increases. Track AWS, Azure, and Google Cloud pricing announcements—any increases above 5% annually suggest sustained capex competition. Monitor cryptocurrency movements (Bitcoin at $67,100, down from $69,900) as a proxy for tech sector risk appetite; declining crypto prices correlate with reduced venture funding for e-commerce SaaS startups. Sellers should stress-test their technology budgets assuming 10-12% annual cloud cost increases through 2026, then reassess in Q2 2026 when Nvidia reports Q1 results and provides updated guidance.",[38,41,44,47,50,53,56],{"title":39,"answer":40,"author":5,"avatar":5,"time":5},"How will Nvidia's strong AI demand affect my cloud infrastructure costs in 2026?","Nvidia's $78B Q1 2026 guidance signals sustained demand for AI compute, which typically increases cloud infrastructure costs by 8-15% annually as AWS, Azure, and Google Cloud compete for hyperscaler capex spending. However, investor skepticism about AI valuation sustainability suggests potential cost stabilization by mid-2026. Sellers should expect 10-12% cost increases through Q2 2026, then reassess when Nvidia reports Q1 earnings. Lock in current cloud contracts now if possible, as rates may decline after Q1 2026 earnings season when market sentiment clarifies.",{"title":42,"answer":43,"author":5,"avatar":5,"time":5},"Why did Nvidia stock barely move despite $68.1B record revenue and $78B guidance?","Nvidia's stock gained only 0.2% despite blockbuster results because investors are repricing AI infrastructure expectations downward. The market is concerned about: (1) AI valuation bubble—Nvidia stock appreciated 1,300% over five years with growth already priced in; (2) Sustainability questions—investors doubt hyperscaler capex spending can continue at current levels due to cash flow pressures; (3) Disruption risks—AI could disrupt SaaS, payment processing, and e-commerce platforms, creating uncertainty about long-term demand. This repricing is actually positive for sellers: it suggests cloud costs may stabilize or decline after months of rapid increases, making now the ideal time to lock in automation investments before potential cost reductions.",{"title":45,"answer":46,"author":5,"avatar":5,"time":5},"Which AI automation tools should I implement immediately to capture efficiency gains?","Three automation wins are available now with proven ROI: (1) Product research automation (Helium 10, Jungle Scout) reduces manual research from 20 hours/week to 3-4 hours/week, saving $400-600/month; (2) Dynamic pricing engines optimize margins 2-4% through real-time competitor analysis; (3) AI chatbots handle 60-70% of routine customer inquiries, reducing support costs by $800-1,200/month. Implement these before cloud costs potentially stabilize in mid-2026, as the efficiency advantage window is 6-12 months. Start with product research automation (fastest ROI), then add dynamic pricing, then customer service chatbots.",{"title":48,"answer":49,"author":5,"avatar":5,"time":5},"What does the mortgage rate drop to 5.98% mean for e-commerce demand?","Mortgage rates falling below 6% for the first time since 2022 (reaching 5.98% per Freddie Mac) typically increase consumer spending power by 2-4% as homeowners reduce debt service costs. This suggests potential e-commerce demand acceleration in Q1-Q2 2026, particularly in home goods, furniture, and consumer electronics categories. However, technology sector volatility (Nasdaq down 1.8%, S&P 500 down 1.1% on February 26) indicates consumer confidence remains fragile. Sellers should prepare inventory for demand surge in home-related categories while monitoring consumer sentiment indicators. If mortgage rates continue declining, expect 3-6% category growth in home goods, furniture, and appliances through mid-2026.",{"title":51,"answer":52,"author":5,"avatar":5,"time":5},"How should I adjust my technology budget given Salesforce and other SaaS declines?","Salesforce declined 5% on disappointing FY2027 guidance, signaling that SaaS platforms may increase fees to offset margin pressures from AI infrastructure investments. Stress-test your technology budget assuming 10-12% annual increases for cloud services and 5-8% increases for SaaS platforms (CRM, marketing automation, analytics) through 2026. Prioritize automation tools with fastest payback periods (product research, dynamic pricing). Consider consolidating tools—use Shopify's built-in automation instead of third-party apps where possible. Reassess in Q2 2026 when Nvidia reports Q1 results and SaaS companies provide updated guidance.",{"title":54,"answer":55,"author":5,"avatar":5,"time":5},"How long should I wait before implementing AI automation tools?","Implement AI automation NOW, not later. The window for capturing efficiency gains before cloud costs potentially stabilize is 6-12 months (through mid-2026). Sellers who delay face two risks: (1) Competitors who automate now will have 6-12 months of efficiency advantage; (2) Cloud costs may decline after Q1 2026 earnings season, making early adopters' investments more valuable. Start with product research automation (fastest ROI, 4-6 week payback), then add dynamic pricing (2-3 month payback), then customer service chatbots (3-4 month payback). By mid-2026, you'll have locked in efficiency gains while competitors are still evaluating tools.",{"title":57,"answer":58,"author":5,"avatar":5,"time":5},"Should I be concerned about cryptocurrency volatility affecting my business?","Bitcoin trading at $67,100 (down from $69,900 overnight) signals reduced risk appetite in tech sector, which correlates with declining venture funding for e-commerce SaaS startups. This affects sellers indirectly: fewer funded startups means slower innovation in seller tools, potentially extending the competitive advantage window for sellers who implement AI automation now. However, crypto volatility doesn't directly impact e-commerce operations unless you accept cryptocurrency payments. Monitor Bitcoin as a proxy for tech sector health—if crypto continues declining, expect reduced funding for new seller tools and potential consolidation among SaaS providers, which could increase prices for remaining platforms.",[60,65,69,73,77,81,85,89,93,97,101,105,109,113,117,121,125,129,133,137,141,145,149,153,157,161,165,169,173,177,181,185,189,193,197,201,205],{"id":61,"title":62,"source":63,"logo":5,"time":64},487423,"Market Today: Nvidia beats, Meta chip deals, Amex HQ move","https://www.gurufocus.com/news/8653195/market-today-nvidia-beats-meta-chip-deals-amex-hq-move","2D AGO",{"id":66,"title":67,"source":68,"logo":12,"time":64},485067,"Stock Market News, Feb. 25, 2026: Nvidia Earnings in Focus; Nasdaq Gains More Than 1%","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-25-2026?gaa_at=eafs&gaa_n=AWEtsqcQW1Ms8EHvXFgn4Egeu9bMwbY_whPrFiLBRBgvfzKbaB-PZM_nnvmM&gaa_ts=69a00329&gaa_sig=JczRW_gWhPeFsaQMTTOaYm2fmSfDQ_JZtoV7rbomQCn7VimqzE1aVpn1emX6zbvSo7n5_97qgPeigTy8wY7UJw%3D%3D",{"id":70,"title":71,"source":72,"logo":24,"time":64},485144,"NVIDIA Reports Q4’FY2026 Earnings: Data Center and ProViz Drive Revenue Records","https://www.servethehome.com/nvidia-reports-q4-fy2026-earnings-data-center-and-proviz-drive-revenue-records/",{"id":74,"title":75,"source":76,"logo":5,"time":64},487424,"After-hours movers: NVIDIA, Salesforce, Trade Desk, C3 AI, Nutanix By Investing.com","https://ng.investing.com/news/stock-market-news/afterhours-movers-nvidia-salesforce-trade-desk-c3-ai-nutanix-432SI-2360453",{"id":78,"title":79,"source":80,"logo":19,"time":64},485147,"Nvidia Is Building an AI Infrastructure Empire","https://247wallst.com/investing/2026/02/25/nvidia-is-building-an-ai-infrastructure-empire/",{"id":82,"title":83,"source":84,"logo":18,"time":64},487421,"Most US stocks rise, but Nvidia's fall is pulling the market lower","https://www.idahopress.com/ap_news/us/stocks-hold-steady-on-wall-street-and-nvidia-slips-despite-beating-forecasts/article_db2bca52-0655-58ed-bd70-42fa753bd055.html",{"id":86,"title":87,"source":88,"logo":5,"time":64},485146,"Nvidia Earnings Live: Chipmaker's Results Blow Past Wall Street Estimates as Customers 'Are Racing to Invest in AI'","https://www.investopedia.com/nvidia-earnings-live-q4-fy2026-nvda-11914428",{"id":90,"title":91,"source":92,"logo":16,"time":64},487422,"Nvidia, Snowflake, IonQ, Salesforce And The Trade Desk: Why These 5 Stocks Are On Investors' Radars Today","https://www.benzinga.com/markets/equities/26/02/50875735/nvidia-snowflake-ionq-salesforce-and-the-trade-desk-why-these-5-stocks-are-on-investors-radars-today",{"id":94,"title":95,"source":96,"logo":21,"time":64},487425,"Stock Movers: Nvidia, Salesforce, Snowflake","https://www.bloomberg.com/news/audio/2026-02-25/stock-movers-nvidia-salesforce-snowflake-podcast",{"id":98,"title":99,"source":100,"logo":5,"time":64},487426,"Dow Jones Top Company Headlines at 5 PM ET: Nvidia Beats Back Bubble Fears With Record $68 Billion in Sales in Fourth Quarter | Salesforce ...","https://news.futunn.com/en/post/69248554/dow-jones-top-company-headlines-at-5-pm-et-nvidia",{"id":102,"title":103,"source":104,"logo":5,"time":64},487474,"Stock Market Today: Major Indexes Mixed After Two-Day Rally; Nvidia Shares Fall Despite Blockbuster Results","https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-02262026-11914836",{"id":106,"title":107,"source":108,"logo":30,"time":64},487472,"Trending tickers: Nvidia, Salesforce, Baidu, IonQ and Ocado","https://uk.finance.yahoo.com/news/nvidia-salesforce-baidu-ionq-ocado-trending-tickers-101106585.html",{"id":110,"title":111,"source":112,"logo":15,"time":64},487473,"Biggest stock movers Thursday: CRM, TTD, NTNX, and more","https://seekingalpha.com/news/4557546-biggest-stock-movers-thursday-crm-ttd-ntnx-and-more",{"id":114,"title":115,"source":116,"logo":31,"time":64},486109,"Nvidia Hits Record Quarterly Growth, Says It’s The ‘World’s Largest Networking Business’","https://www.crn.com/news/ai/2026/nvidia-hits-record-quarterly-growth-says-it-s-the-world-s-largest-networking-business",{"id":118,"title":119,"source":120,"logo":14,"time":64},487418,"Dow Opens Higher, but Tech Rebound Stalls","https://www.barrons.com/livecoverage/stock-market-news-today-022626/card/dow-opens-higher-but-tech-rebound-stalls-GrFZ7W7FymZv8kvElL7a?modCode=hp_LEDE_C_LC_2&gaa_at=eafs&gaa_n=AWEtsqeZGgGvlwtOeKKuQwJzZqXgzprlVd16IIPKs7nMx0NbReBlt89MVOJI&gaa_ts=69a073e4&gaa_sig=wrJoTYlxyTFZFO5qsalWn2UaubfXPuP0AW11uCpWXV9JVcUJ6ma_0NNPJZ8Di3-mYAIH06cLiTJeBJOhVTUn7A%3D%3D",{"id":122,"title":123,"source":124,"logo":12,"time":64},487419,"Stocks to Watch Thursday: Nvidia, Salesforce, Nutanix","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-26-2026/card/stocks-to-watch-thursday-nvidia-salesforce-nutanix-OoODA6dg37dZlLb7EudE?mod=wsj_RHF&gaa_at=eafs&gaa_n=AWEtsqcCCvuxRBImW-nyE3XDK4QBIJbXshf-Q_t6L904rEQFRleHGdrGSudH&gaa_ts=69a073e4&gaa_sig=OqDWUY1GZ5UzH4ShFn1v9H0ZeefgsmvPFBDKmEo2zzy3EUdeI77Td-a-Ak5NQ1u_dOnzU43RywjAYpKTEXpBXg%3D%3D",{"id":126,"title":127,"source":128,"logo":5,"time":64},486103,"US Stock Futures Waver as Nvidia's Blockbuster Results Draw Muted Response","https://money.usnews.com/investing/news/articles/2026-02-26/us-stock-futures-waver-as-nvidias-blockbuster-results-draw-muted-response",{"id":130,"title":131,"source":132,"logo":12,"time":64},487412,"Stocks to Watch Thursday: Nvidia, Warner, Paramount, Nutanix","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-26-2026/card/OoODA6dg37dZlLb7EudE?gaa_at=eafs&gaa_n=AWEtsqeNO4MJYVfisEspk8m4k3617GFkSWlsqdUzb-YjXy9ky14SSlfXCuVT&gaa_ts=69a073e4&gaa_sig=rYivwOQ5qMVAS7WvvJMhBNm_ndECzgH8VoknzHQ2xtvCZxPa4QljEqelqxWtvjwYhWcHKbp0GKv9VjxOWmfcGg%3D%3D",{"id":134,"title":135,"source":136,"logo":27,"time":64},486104,"Stock market today: Dow, S&P 500, Nasdaq futures falter as Wall Street weighs Nvidia's big earnings beat","https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-falter-as-wall-street-weighs-nvidias-big-earnings-beat-234839530.html",{"id":138,"title":139,"source":140,"logo":5,"time":64},487413,"Nvidia, JM Smucker and Krispy Kreme rise premarket; Salesforce falls By Investing.com","https://uk.investing.com/news/stock-market-news/nvidia-jm-smucker-and-krispy-kreme-rise-premarket-salesforce-falls-4527673",{"id":142,"title":143,"source":144,"logo":13,"time":64},485278,"Asian Stocks to Climb as Nvidia Boosts Sentiment: Markets Wrap","https://www.bloomberg.com/news/articles/2026-02-25/asian-stocks-to-climb-as-nvidia-boosts-sentiment-markets-wrap",{"id":146,"title":147,"source":148,"logo":11,"time":64},486107,"World shares are mixed and US futures slip after Nvidia earnings beat expectations","https://www.wral.com/news/ap/4fc4c-world-shares-are-mixed-and-us-futures-slip-after-nvidia-earnings-beat-expectations/",{"id":150,"title":151,"source":152,"logo":10,"time":64},487416,"Stocks to Watch Thursday: Nvidia, Salesforce, Nutanix -- WSJ","https://news.futunn.com/en/post/69287603/stocks-to-watch-thursday-nvidia-salesforce-nutanix-wsj",{"id":154,"title":155,"source":156,"logo":35,"time":64},486108,"Nvidia Delivers","https://www.marketscreener.com/news/nvidia-delivers-ce7e5cd8dc88f226",{"id":158,"title":159,"source":160,"logo":23,"time":64},487417,"Nvidia earnings didn't win over Wall Street, but the retail investor reaction will be important to set the tone","https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-dip-after-2-day-bounce-nvidia-earnings-cautious-software-anxiety/card/nvidia-earnings-didn-t-win-over-wall-street-but-the-retail-investor-reaction-will-be-important-to-set-the-tone-gEuD14oZgigJefAIFXhD?mod=mw_FV&gaa_at=eafs&gaa_n=AWEtsqfwAoBEFFPxytSqU5y1fxzpOqn4R2SuhwGTUycFrrVj6NoJmBH_LSYo&gaa_ts=69a073e4&gaa_sig=HowdhWNpVmWansvvafPyxNZIJndKn6CvSOGkvIhvzJYVo9-_b4kbfA4O_3NZhu7zowFXuGI9MLl1hOo41TMxhw%3D%3D",{"id":162,"title":163,"source":164,"logo":28,"time":64},486105,"Nvidia Earnings Get Rave Reviews on Wall Street. Why the Stock Isn’t Rallying.","https://www.barrons.com/articles/nvidia-stock-price-earnings-ai-eb7e346c?gaa_at=eafs&gaa_n=AWEtsqdT96PFfsQlJgmMWxCBFVlosO9LLhqfHoauUTvShvN7gvwWoaS2giDJ&gaa_ts=69a03bcf&gaa_sig=ueYp8HLlq47GCcQRZxAoWyVmkwYUR2zlQ8QaN2a-dNrcbR-gTMcUSdKcHS3w9QljytmgJBd-Bb2jDhv1edWg1g%3D%3D",{"id":166,"title":167,"source":168,"logo":25,"time":64},487414,"Salesforce shares fall after earnings, and other early market movers","https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-dip-after-2-day-bounce-nvidia-earnings-cautious-software-anxiety/card/salesforce-shares-fall-after-earnings-and-other-early-market-movers-x9NzToimNmUOlInH1Phj?gaa_at=eafs&gaa_n=AWEtsqeQbYZn8V70RJqjyhaGXr8Y6jVjlm-mP7XWzhouVS3Ndbr3QQR0G13E&gaa_ts=69a073e4&gaa_sig=4vv1bLdSDVTz-s5l_nvdGYCZ63MREH9KM-oPX7kytjIvSLKIKZujGppEAMkDaYRTDmADdM1OsigGgbo6gMW6PQ%3D%3D",{"id":170,"title":171,"source":172,"logo":26,"time":64},485139,"Nvidia: Basking In The Glory Of AI CAPEX Windfall","https://seekingalpha.com/article/4874915-nvidia-basking-in-the-glory-of-ai-capex-windfall",{"id":174,"title":175,"source":176,"logo":34,"time":64},486106,"Nvidia Reminds Wall Street Why It Carries the AI Economy","https://www.inc.com/phil-rosen/nvidia-earnings-stock-market-outlook-ai-economy-nvda-apple-meta-msft/91308595",{"id":178,"title":179,"source":180,"logo":20,"time":64},487415,"These Stocks Are Today’s Movers: Nvidia, Sandisk, IonQ, D-Wave Quantum, J.M. Smucker, Salesforce, C3.ai, and More","https://www.barrons.com/articles/stock-movers-05705540?gaa_at=eafs&gaa_n=AWEtsqc6qpTp0EnIfCXUUYCd5t2Xmt_8VpdFQ3OWYSjNcD59UOFKpYEyxVTu&gaa_ts=69a073e4&gaa_sig=y6oEEGLmUOPfA-xjWct_VyFzjIQwyk1VUQbkpHdIAdtmmRKMSaMj76iavUEIePnlZGQZaeD58OotTsJoHu--kw%3D%3D",{"id":182,"title":183,"source":184,"logo":22,"time":64},485064,"Nvidia's blowout earnings are met with a shrug. What Wall Street is saying.","https://www.marketwatch.com/livecoverage/nvidia-earnings-stock-results-q4-guidance-ai?gaa_at=eafs&gaa_n=AWEtsqclYDF2nIQt222C5_ppqdQUF-yVjlCuwKve8_um5jerEdKQ-mtMBheR&gaa_ts=69a00329&gaa_sig=Ie0_TbmQC_Z6ZHOAjDDD2hCPj_3SP9Bp1lwxsrsIyjuhDfW_ofBZvD9H0Ue6cItMnzNOdHt1BuBN7SUQ4ASyVw%3D%3D",{"id":186,"title":187,"source":188,"logo":17,"time":64},485141,"Morning Bid: Nvidia delivers, but good no longer cuts it","https://www.reuters.com/world/china/global-markets-view-europe-2026-02-26/",{"id":190,"title":191,"source":192,"logo":29,"time":64},485284,"Nvidia fails to impress investors with blockbuster results, as AI adoption ‘skyrockets’ – business live","https://www.theguardian.com/business/live/2026/feb/26/nvidia-blockbuster-results-ai-stock-markets-wall-street-ftse-news-updates",{"id":194,"title":195,"source":196,"logo":32,"time":64},486110,"Nvidia profit and sales climb above expectations","https://www.marketwatch.com/livecoverage/nvidia-earnings-stock-results-q4-guidance-ai/card/nvidia-profit-and-sales-climb-above-expectations-Y2b2BDzYwzJcg6mcA4dx?gaa_at=eafs&gaa_n=AWEtsqd8joWUobO7-cbKasTxURqV5d4IsBZV-SiHReNw5T5Gglr6WI4Ka-kk&gaa_ts=69a03bcf&gaa_sig=55Elx6XZdHnP7rCdXNT3hPBEOpCfyo4NU2fAIHKIVENTflVY9tCIrLgsiG15lC5D2FoRWj8lY36UIBw7S31YUg%3D%3D",{"id":198,"title":199,"source":200,"logo":33,"time":64},485140,"NVIDIA Q4 Earnings Call Highlights","https://finance.yahoo.com/news/nvidia-q4-earnings-call-highlights-071123755.html",{"id":202,"title":203,"source":204,"logo":5,"time":64},487420,"Dow Jones Top Company Headlines at 1 AM ET: Nvidia Beats Back Bubble Fears With Record $68 Billion in Sales in Fourth Quarter | Salesforce ...","https://news.futunn.com/en/post/69267933/dow-jones-top-company-headlines-at-1-am-et-nvidia",{"id":206,"title":207,"source":208,"logo":5,"time":64},485143,"US stock futures fall as Nvidia curbs post-earning gains; Iran talks in focus","https://www.investing.com/news/stock-market-news/us-stock-futures-fall-as-nvidia-curbs-postearning-gains-iran-talks-in-focus-4526388","#a9caa3ff","#a9caa34d",1772314249418]