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Storia in 2 fonti

Market watchers back Jensen Huang's view that investors are 'wrong' on SaaSpocalypse

Nvidia CEO Huang told CNBC that software will not be displaced by artificial intelligence.

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AI · summaries

cnbc.comStai leggendo4 mesi fa

Market watchers back Jensen Huang's view that investors are 'wrong' on SaaSpocalypse

Nvidia CEO Huang told CNBC that software will not be displaced by artificial intelligence.

fortune.com4 mesi fa

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang | Fortune

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

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Timeline cronologica

lunedì 23 febbraio 2026·cnbc.com
NYSE insider Jay Woods is watching this key level in Nvidia as a tell for the S&P 500
Earnings results from Nvidia, Salesforce and Snowflake could be make-or-break for the market this week as tech faces a big AI reckoning.
mercoledì 25 febbraio 2026·cnbc.com
Nvidia whisper numbers: Traders expect AI chipmaker to beat Street and guide higher
The earnings season is all but over, but there’s one report left that has investors treading carefully.

mercoledì 25 febbraio 2026·

cnbc.com

Nvidia earnings are out after market close. Here's what Wall Street expects to see

Analysts remain bullish on Nvidia given strong AI capex expected this year, healthy AI compute demand and the stock's valuation relative to hyperscaler peers.

mercoledì 25 febbraio 2026·

fortune.com

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang | Fortune

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

giovedì 26 febbraio 2026·

cnbc.com

Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies

Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.

giovedì 26 febbraio 2026·

cnbc.com

'Software will eat AI,' HSBC says. Here are the bank's top picks

Contrary to recent market jitters, HSBC expects many software heavyweights will emerge as winners as AI becomes increasingly mainstream.

giovedì 26 febbraio 2026·

cnbc.com

Market watchers back Jensen Huang's view that investors are 'wrong' on SaaSpocalypse

Nvidia CEO Huang told CNBC that software will not be displaced by artificial intelligence.

giovedì 26 febbraio 2026·

cnbc.com

Jim Cramer: The reason why Nvidia's stock is falling even after its blowout outlook

CNBC's Jim Cramer said Thursday that investors are skeptical about Nvidia's customers, not the company's technology leadership.