Earnings live: Walmart raises outlook again, Nvidia stock jumps after blockbuster report

Nvidia (NVDA) banal jumped implicit 5% aft the AI spot leader's 3rd 4th results bushed analysts' estimates connected the apical and bottommost lines and offered a better-than-anticipated outlook.

“Blackwell income are disconnected the charts, and unreality GPUs are sold out,” Nvidia CEO Jensen Huang said successful a statement.

Yahoo Finance's Daniel Howley reports:

Read much astir Nvidia's results here.

Yahoo Finance's Brooke DiPalma reports:

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Nvidia (NVDA) CEO Jensen Huang took nonstop purpose astatine analysts and commentators touting the hazard of an AI "bubble," touting however his institution is poised for occurrence successful the rapidly evolving frontier.

"There's been a batch of speech astir an AI bubble. From our vantage point, we spot thing precise different," Huang said connected the company's net call, aft Nvidia's results and forecast bushed estimates.

Huang said Nvidia is positioned for occurrence successful "every signifier of AI, from pre-training and post-training to inference."

Nvidia's net telephone is underway, and CFO Colette Kress said Blackwell income proceed to summation momentum portion Ruben remains "on track" to ramp successful the 2nd fractional of 2026.

"We presently person visibility to a fractional a trillion dollars successful Blackwell and Rubin gross from the commencement of this twelvemonth done the extremity of calendar twelvemonth 2026," Kress said.

She aboriginal added, "The GB300 crossed implicit GB200 and contributed astir two-thirds of the full Blackwell revenue. The modulation to GB300 has been seamless."

Listen to the net telephone unrecorded here.

Shares of immoderate of the largest tech and spot companies roseate successful after-hours trading aft Nvidia's (NVDA) net results provided much-needed reassurance to investors skittish implicit the AI trade.

Shares of AMD (AMD) and Micron (MU) some jumped implicit 4%. Broadcom (AVGO) roseate implicit 2%. Megacap tech companies — specified arsenic Meta (META), Microsoft (MSFT), and Google (GOOG) — besides ticked up aft the report's release.

Nvidia (NVDA) shares roseate implicit 5%. Read much astir the results here.

Nvidia (NVDA) banal continued to determination implicit 4% higher, adding implicit $300 cardinal to the company's marketplace cap, arsenic investors parsed the spot titan's latest net report.

"I'm not definite what other you could inquire for, astatine slightest connected the print. It was a nice, coagulated bushed and raise," Bernstein elder expert Stacy Rasgon told Yahoo Finance conscionable aft the release.

Further details connected Nvidia's visibility into aboriginal gross volition beryllium successful absorption erstwhile the net telephone kicks disconnected astatine 5 p.m. ET.

"The institution is fundamentally wholly being driven by information centers," CFRA expert Angelo Zino told Yahoo Finance's Josh Lipton. "The information that we stay proviso constrained here, which we deliberation volition persist done 2026, and conscionable based connected the bookings that we saw present from the hyperscalers ... means that it's going to beryllium a reasonably proviso constrained done of adjacent year, and astir apt good done 2027 if not each of '27."

"That's going to bode good for the information halfway gross potential," Zino said. "We deliberation margins volition beryllium capable to beryllium sustained astatine that mid-70s level present for the foreseeable future."

Palo Alto Networks (PANW) banal declined by 5% successful extended trading contempt an net bushed for its fiscal archetypal quarter.

The cybersecurity steadfast reported net per stock of $0.93 connected gross of $2.47 billion, a 16% gross summation twelvemonth implicit year. Wall Street analysts were expecting net per stock of $0.89 and gross of $2.46 billion, according to S&P Global Market Intelligence.

Palo Alto Networks besides announced it plans to get Chronosphere, an observability platform, for an undisclosed amount.

The world's astir invaluable institution reports net aft the bell, and Wall Street's precocious expectations person lone raised the stakes.

"It's each astir the guidance for the adjacent 4th for Q4, their fiscal Q4," Intelligent Alpha Founder and CEO Doug Clinton told Yahoo Finance's Josh Lipton astir what to look for.

Clinton added that much specifically, investors volition beryllium watching "this $500 cardinal fig that Jensen enactment retired astatine GTC conscionable a fewer weeks ago," referring to CEO Jensen Huang's prediction astatine the company's GTC lawsuit that Nvidia volition recognize $500 cardinal successful GPU income done the extremity of 2026.

"If you benignant of bash the mathematics connected that, there's similar 10 percent points successful maturation upside to wherever the Street's astatine for gross adjacent year," Clinton said. "And truthful I deliberation we [will] commencement to spot a small of that travel done connected the guide, but past I deliberation we besides get immoderate much commentary astir what that'll look similar for adjacent year."

As acold arsenic risks go, Goldman Sachs elder equity expert Jim Schneider implied they're much to the upside.

"I don't deliberation we're going to spot galore cracks this quarter," Schneider said. "I deliberation that radical proceed to look for elements of accrued contention successful the space," helium continued. "It seems similar Nvidia inactive has a very, precise beardown clasp competitively ... truthful we don't truly spot that slowing down anytime soon."

The genitor institution of T.J.Maxx and Marshalls reported an net bushed and improved outlook connected Wednesday, lifting the banal astir 3% successful premarket trading.

TJX Companies (TJX) reported profits of $1.28 per stock connected nett income of $15.1 billion. Wall Street analysts were looking for net of $1.22 per stock connected gross of $14.85 billion, according to S&P Global Market Intelligence.

Same-store income accrued 5% twelvemonth implicit year, broadly increasing crossed divisions. The institution accrued its inventory by $1 cardinal to $9.4 billion.

TJX besides lifted its sales, nett margin, and net per stock guidance for the afloat year.

Comparable income are expected to beryllium up 4%, portion pretax nett borderline is expected to beryllium astatine 11.6%. TJX expects diluted net per stock successful a scope of $4.63 to $4.66, which is supra the raised guidance of $4.52 to $4.57 it provided successful the 2nd quarter.

"The 4th fourth is disconnected to a beardown start, the availability of merchandise continues to beryllium outstanding, and we are excited astir the deals we are seeing successful the marketplace," TJX Companies CEO Ernie Herrman stated.

Lowe's (LOW) banal jumped much than 5% successful premarket trading connected Wednesday aft beating Wall Street estimates connected nett owed to a pickup successful online income and maturation successful request from nonrecreational contractors.

Bloomberg News reports:

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Discount retailer Target (TGT) banal fell 2% earlier the doorbell connected Wednesday aft the institution slashed its full-year nett guidance and provided a cautious outlook for the vacation season, arsenic cash-strapped consumers conflict with the affordability situation for food, healthcare, and housing.

Yahoo Finance's enforcement exertion Brian Sozzi reports connected the latest from the US retail giant.

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Nvidia's (NVDA) net study aft the adjacent connected Wednesday volition service arsenic a infinitesimal of information for a marketplace fixated connected concerns astir AI overbuilding, valuations, and growth.

The banal whitethorn beryllium poised for a melodramatic determination aft the results are posted.

On Tuesday morning, Reuters reported that Nvidia options implied a 7% determination successful either absorption successful the aftermath of its quarterly report. That could trigger a $320 cardinal plaything successful the chipmaker's marketplace value, which would people its largest determination successful post-earnings. At past check, Nvidia's marketplace headdress stood astir $4.42 trillion.

With truthful galore AI stocks tied to Nvidia's fortunes, a important plaything successful either absorption could person wide-reaching impacts successful markets.

"It's a macro indicator astatine this point," Empower main concern strategist Marta Norton said to Yahoo Finance astir Nvidia earnings. With expectations moving high, Norton was skeptical astir Nvidia's quality to propulsion retired an upside surprise.

"The interest is, adjacent if they bash stroke it out, that investors are inactive going to beryllium skittish, conscionable due to the fact that that's the sentiment successful the markets today," Norton said. "So I deliberation it is precise critical. I'm not sure, though, adjacent if it's a beardown report, that it's needfully going to extremity the scales successful favour of a marketplace rally."

La-Z-Boy jumped implicit 5% aft the adjacent connected Tuesday aft the furnishings shaper reported net and gross that were astir successful enactment with results a twelvemonth agone but bushed analysts' expectations amid a turnaround push.

Here's what La-Z-Boy reported for its fiscal 2nd quarter, compared to Wall Street statement estimates compiled by S&P Global Market Intelligence.

Retail income successful La-Z-Boy-owned stores accrued 4% compared to the aforesaid play a twelvemonth ago, and wholesale income accrued 2%. Joybird marque income roseate 1%.

La-Z-Boy opened 15 caller stores during the 4th and moved to alteration its portfolio. The institution announced plans to exit its upholstery businesses that are not its halfway North American upholstery business, projected the closure of its UK manufacturing plant, and underwent a firm restructuring arsenic well.

For the existent quarter, the institution expects income to beryllium successful a scope of $525 million-$545 million, reflecting gross maturation of 1%-4% twelvemonth implicit year.

Klarna (KLAR) reported a 26% leap successful 3rd 4th gross connected Tuesday, beating expectations successful its archetypal study since its IPO successful September. Shares successful the Swedish fintech institution roseate 1% earlier the bell.

Bloomberg News reports:

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Medtronic (MDT) banal popped much than 4% successful premarket trading connected Tuesday aft the aesculapian instrumentality shaper said it's seeing beardown request for bosom devices and insulin pumps.

The institution bushed expectations connected the apical and bottommost lines successful its fiscal 2nd quarter. Medtronic reported GAAP net per stock of $1.07, exceeding Wall Street estimates for $0.95 per share, according to S&P Global Market Intelligence. Revenue of $8.96 cardinal besides surpassed estimates of $8.86 billion.

Medtronic's cardiovascular portfolio gross of $3.43 cardinal was a standout successful the quarter, with an summation of 10.8% twelvemonth implicit year, arsenic was its diabetes concern gross of $757 million, which marked an summation of 10.3%. The institution has been readying to rotation retired its diabetes concern arsenic a standalone company.

The institution besides raised its full-year gross maturation guidance to astir 5.5%, from 5% previously. Medtronic raised its diluted non-GAAP net per stock guidance to the caller scope of $5.62 to $5.66 compared to a scope of $5.60 to $5.66 previously.

Home Depot's (HD) reported mixed 3rd 4th net connected Thursday, with the retail elephantine lowering its fiscal 2025 adjusted net forcast but raising its expectations for income growth.

Home Depot banal fell much than 3% earlier the doorbell connected Tuesday.

Yahoo Finance's elder newsman Brooke DiPalma looks further into the retailers net and however a sluggish lodging assemblage has impacted its Q3 results.

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Reuters reports:

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Baidu (BIDU) banal roseate 2% earlier the doorbell connected Tuesday aft the Chinese hunt motor bushed marketplace expectations for its 3rd 4th revenue. The institution was helped by beardown maturation successful its unreality concern amid a recovering advertisement market.

Reuters reports:

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Nvidia (NVDA) volition study its highly anticipated 3rd 4th net aft the closing doorbell connected Wednesday, marking the company's archetypal quarterly results since temporarily becoming a $5 trillion institution and a large trial for the artificial quality commercialized successful markets.

The spot giant's results are apt to sway different AI-related stocks. But with the existent AI jitters moving done the markets, adjacent an net bushed and guidance rise whitethorn not beryllium capable to soothe investors, Yahoo Finance's Daniel Howley notes.

"The transverse currents astir adjacent week's net acceptable up a Catch-22 for the AI complex, due to the fact that stronger guidance tin amplify worries astir overspending, portion a humble rise tin beryllium work arsenic the archetypal motion that maturation is normalizing faster than expected," Deepwater Asset Management managing spouse Gene Munster wrote successful a enactment to investors.

Howley previews what to expect erstwhile Nvidia reports:

Read much here.