Nvidia ( (NVDA) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Trade NVDA with leverageNvidia heads into its February 25 fiscal Q4 2026 earnings as the clear bellwether for AI spending, with Wall Street expecting another blockbuster quarter. Analysts forecast adjusted EPS of $1.52, up about 71% year-on-year, and revenue near $65.6 billion, driven largely by data-center demand for its H100 and H200 AI accelerators.
Investors will focus on Nvidia’s outlook for hyperscaler capex, the launch trajectory of its next-generation Blackwell GPUs, and how management frames China demand and rising competition. Despite valuation concerns after a 45% share price surge over the past year, Nvidia still holds an estimated 75%–80% share of the AI GPU market and carries a Strong Buy rating, with average analyst targets implying roughly 37%–39% upside from current levels.
Wall Street is also watching how Nvidia’s guidance shapes sentiment across the broader tech sector, as its AI roadmap and comments on CUDA, Rubin, and data-center visibility are now treated as a proxy for the health and durability of the entire AI investment cycle. Any signal that demand remains robust could extend the rally, while hints of slowing orders or margin pressure may trigger a reassessment of AI-chip valuations.