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​📈 Follow our live markets data and coverage. When tech companies started amping up spending on AI about three years ago, David Cahn, a venture capitalist at Sequoia Capital, asked a simple question: What was the gap between AI investment and the revenue generated from AI? It certainly won’t weigh on investors this afternoon, when Nvidia —the main chip supplier to the AI boom—reports quarterly results.

Wall Street is focused on Nvidia's GPUs, but the faster-growing story is sitting beside them.

Nvidia keeps beating earnings estimates. In six of the last eight quarters, the stock has still sold off. Will Wednesday be any different?

The real upside case extends well beyond this quarter

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Rising component costs are testing Nvidia's powerful AI economics

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.

Microsoft, Google and Oracle, which operate massive data centers powered by Nvidia chips, have also notified their customers of the forthcoming increases.

Nvidia will report its Q2 earnings after the bell on Aug. 26.

Nvidia will report its Q2 earnings after the bell on Aug. 26.

Nvidia will report its Q2 earnings after the bell on Aug. 26.

Here’s what could be next for Nvidia stock.

Adobe stock trades well below the market on earnings, and the subscription book that has to produce the next set of them is one the company has chosen to grow more slowly.

In recent months, Biogen raised its non-GAAP earnings guidance after strong commercial execution and a pivot toward growth products helped counter ongoing declines in its legacy multiple sclerosis portfolio. This improved outlook, combined with investor attention on five upcoming Phase 3 readouts in lupus, transplant, and rare disease programs, has become a central focus in reassessing the company’s long-term profile. Next, we’ll examine how Biogen’s higher earnings guidance and advancing...

A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes later cheered a milestone from an AI startup. Nvidia reports in days, and the numbers will settle the argument.

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury b

Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.

Microsoft staged a spectacular recovery after its earnings report, only to risk a sell signal on Tuesday. Is Microsoft stock a sell now? The company's cloud computing and artificial intelligence business helped fourth-quarter profit growth of 30%.

Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable ending.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76.

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead.

During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.

Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per

Its operating margin is a fraction of the market's while its net margin sits above the market's, which is where the earnings comparison stops being about the business.

Strong AI demand may already be priced in.