US EditionNvidia Is Dragging the US Stock Market Lower as Oil Prices Swivel
Nvidia's Data Center revenue surged 75% year over year, driving a record $68 billion quarter and guiding $78 billion next quarter excluding China, Wall Street said.
- On Wednesday, Nvidia reported record Q4 FY26 revenue of $68.1 billion, rising 73% year over year and 20% sequentially.
- Surging AI hardware demand powered the results, with Blackwell GPU ramp and NVLink compute fabric growth boosting capacity for hyperscalers.
- Data Center revenue hit $62.3 billion while inventory rose to $21.4 billion and supply-related commitments reached $95.2 billion.
- The company guided $78 billion for the current quarter, excluding China Data Center compute revenue, while shares rose about 3% in after-hours trading then moved less than 1% overnight amid investor caution.
- FY 2026 figures show GAAP gross margin fell to 71.1% from 75%, and Nvidia will include $1.9 billion stock-based compensation in non-GAAP measures starting the first quarter of fiscal 2027.
45 Articles
45 Articles
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Nvidia's drop drags the US stock market down
Nvidia’s latest blowout profit report is getting waved off by Wall Street, and it’s dragging the U.S. market down.
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