Nvidia News Brief – Thursday, 26 February 2026
📝 Summary
Nvidia posts earnings record: Huang says AI's "inflection point has arrived" – Axios Nvidia on Wednesday delivered a revenue projection that exceeded expectations, and CEO Jensen Huang declared that “the agentic AI inflection point. Nvidia CEO Jensen Huang on AI's pressure on software stocks – YouTube Nvidia CEO Jensen Huang pushes back on fears around Agentic AI, saying the pressure on software stocks is based on a “deep misunderstanding. Nvidia has another record quarter amid record capex spends | TechCrunch “The demand for tokens in the world has gone completely exponential,” Nvidia CEO Jensen Huang said about the company’s earnings.
🔍 Key Themes
🔗 Top Articles
Nvidia has another record quarter amid record capex spends | TechCrunch
“The demand for tokens in the world has gone completely exponential,” Nvidia CEO Jensen Huang said about the company’s earnings….
Nvidia CEO Jensen Huang on AI's pressure on software stocks – YouTube
Nvidia CEO Jensen Huang pushes back on fears around Agentic AI, saying the pressure on software stocks is based on a “deep misunderstanding….
Nasdaq extends gains as AI takes center stage with Nvidia, Salesforce earnings due
Wedbush’s own estimates assume revenue growth of 66% year-on-year for Nvidia’s fiscal 2026, with the data centre division forecast to generate nearly …
Nvidia trading down from after hours high on questions about China. I think that's a mistake.
Jim Cramer (@jimcramer). 836 likes 192 replies. Nvidia trading down from after hours high on questions about China. I think that’s a mistake….
Nvidia posts earnings record: Huang says AI's "inflection point has arrived" – Axios
Nvidia on Wednesday delivered a revenue projection that exceeded expectations, and CEO Jensen Huang declared that “the agentic AI inflection point ……
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