LIVE $NVDA SPECIAL Watch: A Yahoo Finance special report on Nvidia earnings Nvidia earnings, outlook top Wall Street forecasts Nvidia CEO Jensen Huang touted 'light speed' AI advances as shares of the chip giant rose following its latest earnings report. Yahoo Finance • 58 minutes ago GOOG -1.51% MSFT +0.46% Nvidia's next-gen Blackwell AI chips rake in $11 billion in sales Nasdaq, S&P 500 eke out gains as Nvidia pushes AI into the spotlight Trump threatens EU tariffs, reaffirms plan for Mexico, Canada levies Opinion: Zelensky and Ukraine strike a crafty minerals deal with Trump Snowflake jumps on strong sales outlook with focus on AI adoption Salesforce falls after company forecasts revenue below estimates AppLovin sinks as short sellers target 2024's top tech stock Why Elon Musk and DOGE aren't winning over the markets Trump to revoke Venezuela oil license in blow to Maduro regime Latest US SEC, Tron founder Justin Sun explore resolution of civil fraud case Tequila maker Becle's Q4 profit plummets 21% Synopsys quarterly revenue forecast beats estimates on rising demand for chip design software CRH forecasts further profit growth after 12% jump in 2024 Nvidia Gives Upbeat View of New Chip Rollout After Mixed Report Bitcoin falls by 5% at $84,201 Keurig Dr Pepper Holder JAB Seeks $2.4 Billion for Stake The Battle for Scraps of Collapsed Developer China Evergrande Is Intensifying Popular BofA Strategist Hartnett Warns S&P 500 Rally Draws Investor Skepticism Krispy Kreme stock tumbles to all-time low as doughnut maker softens outlook Why stock market worries about tariff uncertainty might be a 'red herring': Morning Brief If You'd Bought 1 Share of Netflix at Its IPO, Here's How Many Shares You Would Own Now Salesforce Stock Revival Hinges on Success of AI Agents Analyst Report: Verisk Analytics, Inc. Nvidia Can Halt Tech Stocks’ Slump and Save the Market Rally, Or End It. And 5 Other Things to Know Today. STREAMING NOW Special Coverage: Nvidia Earnings Q4 results top Wall Street expectations Is Nvidia stock priced to perfection? Nvidia (NVDA) reported quarterly results with earnings and revenue figures beating estimates. Morningstar equity strategist Brian Colello joins Yahoo Finance's special coverage of Nvidia's earnings report to discuss the chipmaker stock's valuation following the print. The strategist has a fair value estimate for Nvidia stock at $130, around where the stock is trading at the time of the earnings release. Colello explains, "There's upside in the short term based on the high [capital expenditure] CapEx spending of the hyperscalers and Nvidia's supply constrained and selling everything they can for 2025." Concerning the risk to Nvidia, Colello notes, "At what point do the hyperscalers optimize spending? If you think medium to long term, what's the growth trajectory look like?" He adds, "The hyperscalers ... are completely reliant on Nvidia today, and they have all the incentive in the world to not be reliant on them in the future. We'll see when that crosses over." Watch Yahoo Finance's full Nvidia earnings special here or catch the replay on streaming platforms at 8 p.m. This post was written by Naomi Buchanan. 01:41 How the chip sector is reacting to Nvidia's results 04:06 Nvidia's margins outlook is 'a little concerning.' Here's why. 05:39 What Eli Lilly's $27B investment in US manufacturing means for GLP-1s 03:40 Nvidia tops Q4 revenue and earnings estimates Investment Ideas Build Your Wealth View More More News