Tech news today: Countdown to Nvidia earnings begins as AI fears weigh on stocks

4 weeks ago 3

Tue, February 24, 2026 astatine 7:32 AM CST 1 min read

Nvidia (NVDA), the world's largest institution by marketplace capitalization, volition study 4th fourth results aft the closing doorbell connected Wednesday. The intimately watched merchandise could renew religion successful the artificial quality commercialized oregon adhd substance to increasing concerns astir however large bets connected AI volition wage off.

Nvidia's quarterly results person go a market-moving lawsuit implicit the past fewer years, arsenic the chipmaker sells the chips that underpin the AI boom, has heavy fiscal relationships with the Big Tech firms and startups that bargain those chips, and remains the astir heavy weighted banal successful the S&P 500 (^GSPC).

Stocks fell connected Monday arsenic unease astir AI disruption continued to provender rolling sell-offs successful bundle and different sectors. IBM (IBM) shares were the latest casualty, tumbling 13% connected Monday aft Anthropic (ANTH.PVT) said its Claude Code AI instrumentality could assistance modernize COBOL code, threatening a cardinal portion of IBM's business.

With these AI anxieties playing retired successful the backdrop, investors volition wage adjacent attraction to what Nvidia's results and guidance archer markets astir the authorities of AI request and what that means for dozens of different tech and bundle stocks caught successful Nvidia's web of influence.

Follow on for the latest updates connected Nvidia and the tech sector.

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What to look for erstwhile Nvidia reports Q4 earnings

Nvidia's (NVDA) quarterly results scheduled for Wednesday day people the winding down of net season, arsenic the spot titan is the past of the "Magnificent Seven" tech companies to report.

But with Nvidia's GTC 2026 lawsuit lone a fewer weeks away, quality from the starring AI institution whitethorn beryllium conscionable getting started.

Our exertion editor, Dan Howley, previewed what to expect erstwhile Nvidia reports results (earnings per stock of $1.53 connected gross of $65.8 billion; information halfway gross of $60.2 cardinal for the quarter). Investors volition besides beryllium looking for details connected Blackwell spot income and China sales.

Howley notes that though Nvidia precocious launched a caller AI superchip and announced a massive, multiyear woody with Meta, its banal terms has seen a tepid reaction. That disconnect reveals a larger statement implicit the authorities of the artificial quality commercialized and whether it is plateauing oregon volition proceed to accelerate.

"The existent statement is what maturation looks similar successful 2027 and 2028," Deepwater Asset Management managing spouse Gene Munster wrote successful a blog post.

Read the afloat breakdown of what to ticker erstwhile Nvidia reports net >