Consensus at $79 billion sits above Nvidia's own guidance midpoint
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Consensus at $79 billion sits above Nvidia's own guidance midpoint
Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The letter emphasizes a long-term, fundamentals-driven investment philosophy, arguing that while stock prices can be volatile in the short run, they ultimately follow underlying earnings growth—illustrated through the “dog and owner” analogy. The […]
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Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.
Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what’s expected to be the marquee earnings event of the week.
Baidu stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. Baidu said that it earned an adjusted 12.06 yuan per American depositary share for the March quarter, down 34% from a year earlier. Often compared to Google, Baidu was one of the quickest Chinese tech companies to embrace AI.
The data center operator's latest spate of news items confirmed both its upside potential and its lingering risks.
Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.
MercadoLibre’s first quarter was defined by rapid revenue growth and deliberate margin compression, prompting a negative market reaction. Management attributed the 49% year-over-year sales surge to successful strategic moves, notably the lower free shipping threshold in Brazil and targeted seller incentives. CFO Martin de Los Santos emphasized that investments in logistics and fintech, especially credit cards, are fueling both user acquisition and ecosystem engagement. However, he acknowledged t
It’s a quite week on the earnings front, but all eyes will be on Nvida who are due to report on Wednesday after the closing bell. Other big names reporting this week include Walmart, Home Depot, Target and Baidu.
Baidu stock was rising even as the Chinese internet company’s profit tumbled, with the focus on AI progress.
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Buying Nvidia stock just before quarterly results has historically produced modest short-term gains, but the longer-term picture has been much stronger.
Nvidia, the most valuable public company by market capitalization, will report earnings this week, the last of the Magnificent Seven tech companies to do so. Big retailers including Walmart and Home Depot will also report.