
Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market
In its earnings report, Nvidia gave guidance for the first quarter that sailed past estimates, with growth projected to reach its fastest in a year.
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In its earnings report, Nvidia gave guidance for the first quarter that sailed past estimates, with growth projected to reach its fastest in a year.


World stocks were at all-time highs on Thursday as nerves around AI disruption faded, while Japan’s yen regained its footing after its latest drop and gold ticked higher ahead of talks between the U.S. and Iran.

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast, signaling that concerns about an overheated AI economy will continue to dog the company.

Nvidia CEO Jensen Huang discussed the company's earnings and revenue guidance with CNBC's Becky Quick. He also shared his views about the rise of agentic systems in various industries and argued that AI will complement, not replace, existing software tools, predicting increased tool usage. Huang als

War Secretary Pete Hegseth has threatened to bar defense contractors from using Anthropic's Claude AI models unless the company changes some restrictions in its Pentagon contract.
Nutanix, which makes hyperconverged infrastructure including storage offerings, is partnering with AMD and betting that AI customers want flexible ecosystems.

Nvidia CEO Jensen Huang weighed in on a conflict between the Defense Department and its strategic partner on Thursday, saying it's “not the end of the world.”

Asia-Pacific markets were poised to open higher on Thursday, tracking Wall Street gains as strong earnings from Nvidia and Oracle lifted investor sentiment.

Ingram turned Sarepta into a $15 billion company by pushing treatments for Duchenne muscular dystrophy, then watched that value collapse.

The ad-tech provider said automotive and packaged-good clients are under pressure.

The moves follow an upbeat day for U.S. equities. The S&P 500 notched a second straight day of gains, lifted by a comeback in major tech companies.

The U.S. Food and Drug Administration bumped the recall to the highest urgency level Tuesday.

The software sell-off has been overdone, CNBC's Jim Cramer said. But that doesn't mean the stocks will get back to where they once were.

NVIDIA (NASDAQ: NVDA) today reported record revenue for the fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the previous quarter and up 73% from a year ago. For fiscal ...

Trump administration’s government job cuts threaten critical economic functions, fund warns

Space company Rocket Lab could put the sector in the spotlight with Q4 earnings Thursday. Here are the key items to watch.
In a market where investors have been quick to punish software stocks, Snowflake’s report didn’t offer enough to excite Wall Street.

Paramount saw losses rise in its latest quarter, while revenue and streaming subscribers grew in the first full reporting period since its merger with Skydance.

Vance announced Wednesday that the Trump administration would "temporarily halt" some Medicaid funding to the state of Minnesota over fraud concerns.


Snowflake stock dipped amid Q4 revenue that edged by estimates while sales guidance for fiscal 2027 came in slightly above views.