Latest market news, earnings coverage, and analysis for Nvidia (NVDA) from KAHROS.
NVIDIA’s record fiscal 2026 results highlight AI demand, Blackwell momentum, and the export-policy risks that could shape NVDA’s next chapter.
AMD’s Feb. 24, 2026 Meta partnership targets 6GW of Instinct GPUs. Here’s why it matters, what’s unusual, and what to watch next.
Nvidia’s fiscal 2026 results show AI data centers driving the business, while bets on optics and infrastructure signal what’s next for NVDA investors.
Alphabet is spending big on AI in 2026, but employee pushback and defense-related controversy show the Gemini era is as political as it is profitable.
Meta Platforms is juggling AI infrastructure, Instagram safety features, and Reality Labs’ big losses—plus a dividend era shift investors shouldn’t ignore.
AMD’s long-term Meta partnership targets up to 6GW of Instinct GPUs starting H2 2026, adding credibility—and raising the execution bar.
NVIDIA’s latest results show AI infrastructure is the core business. The next battle is inference cost—and Rubin is NVIDIA’s big bet for 2026.
Alphabet’s latest moves show a company turning AI into infrastructure: big Search scale, fast-growing Google Cloud, and a serious robotics bet.
NVIDIA posted $68.1B Q4 revenue (ended Jan. 25, 2026), but the market is fixated on competition and whether its AI platform stays the default.
AMD’s Meta AI infrastructure deal and strong Q4 2025 results put it closer to the center of the AI buildout—now execution into 2H 2026 matters most.
