Nvidia earnings are out after market close. Here’s what Wall Street expects to see

Nvidia’s Reign at $4 Trillion: Can It Weather the Tech Sell-Off? Nvidia currently stands alone as the last member of the $4 trillion market capitalization club, following the recent dips of Alphabet, Apple, and Microsoft. Investors are keenly watching as the chipmaker prepares to release its fiscal fourth-quarter earnings report on Wednesday, February 25, 2026, … Read more

Meta deal for Nvidia chips is a big deal. These 2 charts illustrate why

Meta’s AI Bet on Nvidia: A Turning Point for the Chip Industry? Meta’s expanded partnership with Nvidia, involving a commitment to deploy millions of AI chips – including standalone CPUs – is sending ripples through the semiconductor landscape. This isn’t just a deal; it’s a potential inflection point, signaling renewed confidence in Nvidia’s technology and … Read more

Morgan Stanley loves these AI memory stocks

The AI Memory Crunch: Why Your Next Tech Upgrade Will Cost More The relentless march of artificial intelligence isn’t just demanding more processing power; it’s triggering a critical shortage in memory capacity. Tech giants are discovering that building the brains for AI is only half the battle – they also need a robust memory system … Read more

Chipmaker TSMC says it has discovered potential trade secret leaks

TSMC‘s Trade Secret Leak: A Glimpse into the High-Stakes World of Chipmaking The recent news of unauthorized activities and potential trade secret leaks at Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading chipmaker, highlights the intense competition and the critical importance of intellectual property in the semiconductor industry. This event offers a fascinating look into … Read more