Flying to spring break destinations more expensive this year There's high demand right now for warm weather getaways. And prices are up, but deals are out there. Yahoo Finance • 9 hours ago Finally for homebuyers: 'A step in the right direction' Commentary: Maybe the Biden economy wasn't so bad after all? All the tariff threats: What Trump is promising between now and April Hooters' problems pose a test for securitizations New Musk-inspired email to federal workers seeks weekly reports Panama's $10 billion copper mine faces tough road to restart The Chinese EV maker threatening Ford and GM Tesla just wrapped up its second-worst month ever Car insurance rates are climbing. Here are 11 ways to save. Latest Trump takes actions to increase lumber supplies and curb wood imports Coal’s Four-Year Lows Hide a Coming Global Supply Squeeze Samsung Broadens AI Phone Lineup With $300 5G Galaxy Models What Analysts Think of Broadcom Stock Ahead of Earnings Uruguay’s President Orsi Takes Office in Shift to the Left Ukraine Says Russian Ballistic Missile Hits Ship in Odesa Port SoftBank in talks to borrow $16 billion to fund AI, The Information reports Yellow settles WARN claims from nonunion employees for $12.3M Popular Tesla Rivals BYD, XPeng Report Booming China EV Sales S&P 500 Gains and Losses Today: Indexes Rally To Pare February Losses Intel delays $28 billion Ohio chip factories to 2030 Exchange-Traded Funds, Equity Futures Higher Pre-Bell Friday Ahead of Upcoming Economic Data Equities Fall Intraday as Trump-Zelenskyy Meeting Fails to Yield Minerals Deal Morningstar | A Weekly Summary of Stock Ideas and Developments in the Companies We Cover Magnificent Seven Stocks: Nvidia Slides But Tesla Reverses Higher Nvidia's Q4 success fueled by hyperscalers. Analyst explains. Nvidia (NVDA) experienced another impressive quarter — topping fourth quarter revenue and earnings estimates — largely driven by a handful of key customers. A significant portion of its success has been tied to cloud service hyperscalers. WestEnd Capital Management senior equity analyst Ali Mogharabi joins Market Domination Overtime's Julie Hyman and Josh Lipton to discuss the current state of Nvidia’s demand in the AI data center landscape. “In terms of the overall spending cycle, I think we're still far from the peak," Mogharabi says. "However, you know, based on the Q4 numbers and also on the guidance, it seems like the demand for Blackwell [GPUs], their latest one, is very, very strong — and one can only assume that actually is coming from the hyperscalers." When asked about the competitive risk from Nvidia’s own customers, Mogharabi states, "that's how we're seeing it, especially with with two of the hyperscalers: Alphabet's (GOOG, GOOGL), the Google Cloud, and also Amazon (AMZN), the AWS. They have actually been utilizing their own chips, their in-house chips for a long time, especially Google." Additionally, Mogharabi speaks on artificial intelligence advancements tying into customized chips. "At the same time, I do think that demand for more customized chips could actually increase, but you still need all of that computing power for a few reasons, right?" Mogharabi believes "as inference continues to improve, the application of all of this AI technology widens.” Watch Yahoo Finance's full Nvidia earnings special here or catch the replay on streaming platforms at 8 pm E.T. This post was written by Josh Lynch 03:28 'Too tight' monetary policy contributing to economic slowdown woes 02:04 How Tractor Supply could ride 'egg-flation' wave 03:42 Why 'boring' stocks are the secret to stability in a volatile market 02:30 Former BET CEO's game-changing advice for aspiring leaders Investment Ideas Build Your Wealth View More More News