Nvidia earnings, outlook top Wall Street forecasts Nvidia CEO Jensen Huang touted 'light speed' AI advances as the chip giant reported billions in sales in its fourth quarter. Yahoo Finance • 8 hours ago MSFT +0.46% GOOG -1.51% Nvidia's next-gen Blackwell AI chips rake in $11 billion in sales Dow, S&P 500, Nasdaq futures mixed after Nvidia earnings beat What it's like to use Apple's newest budget-friendly iPhone Treasury investors anticipate fed shift back to growth risks YouTube star MrBeast is raising money at a $5 billion valuation Oil climbs from 2-month lows as Trump axes Chevron's Venezuela license Salesforce CEO on guidance miss: 'We'll have a great year' Trump threatens EU tariffs, reaffirms plan for Mexico, Canada levies Gold stays steady after tariff confusion supports haven demand Latest Analysis-Why the US exceptionalism trade is faltering China's Baidu to launch upgraded AI Ernie model in mid-March, source says Nissan Prepares to Replace CEO After Honda Deal Falls Apart TSMC needs government permission for overseas joint ventures, Taiwan minister says Trump tariffs take spotlight as Nvidia neither hot nor cold Mercedes-Benz plans to cut up to 15% jobs in China, Bloomberg News reports China curbs US stock listings for homegrown companies, Financial Times reports Japan Sees Fewest Births on Record, Deepening Demographic Crisis Popular Salesforce Stock Revival Hinges on Success of AI Agents Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day Big new threat slams Tesla's stock price Super Micro Jumps After Filing Delayed Financial Reports Nvidia Investor Worries Mount Ahead Of AI Chipmaker's Q4 Report Analyst Report: Marqeta, Inc. Stock market today: Nvidia, Tesla lead Nasdaq lower as bitcoin sinks, consumer confidence plummets How Nvidia's Blackwell chip ramp-up can help AI evolve Nvidia's (NVDA) latest developments include a significant ramp-up in Blackwell chip production. To dive deeper into Nvidia's strategies and the broader market outlook, Epistrophy Capital Research chief market strategist and host of the Drill Down podcast Cory Johnson joins hosts Julie Hyman and Josh Lipton to offer insights. Johnson explains how Nvidia is aggressively expanding its footprint into emerging sectors, noting the company's strong push into automotive, robotics, and artificial intelligence (AI)–driven technologies. "Nvidia, and [CEO] Jensen Huang in particular, they're taking great pains to talk about other markets that are out there, whether it's automotive [or] gaming," Johnson says. "They talk about robots, they've made some investments there; they've had robots out at their Nvidia GTC trying to show off all these other places that AI will be used and the places that they can sell chips into." Additionally, he highlights that while Nvidia's chip sales to China have grown despite export controls, risks around these controls could affect future growth. "Again, a year ago, in the fourth quarter, sales into China were under $2 billion. In this quarter, they were over $6 billion," Johnson adds. 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 Josh Lynch 03:31 Nvidia Q4 results: Key moments from chipmaker's earnings call 04:11 Is the shift to value stocks here to stay? Strategist weighs in. 05:39 What Eli Lilly's $27B investment in US manufacturing means for GLP-1s 03:07 Short seller reports on Applovin are 'poorly reasoned' Investment Ideas Build Your Wealth View More More News