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NVIDIA 25 February 2026 - 9 March 2026

NVIDIA Corporation pushes deeper into factory AI with ABB robot deal ahead of GTC

NVIDIA Corporation pushes deeper into factory AI with ABB robot deal ahead of GTC

ABB’s robotics arm on Monday announced plans to weave NVIDIA Corporation’s Omniverse libraries into RobotStudio, aiming to help robots trained in simulation perform more predictably when deployed to real-world assembly lines. For Nvidia, the partnership offers a timely industrial spotlight just a week ahead of CEO Jensen Huang’s keynote at the company’s GTC conference in San Jose.
9 March 2026
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Nvidia pulls back on China H200 chips, shifts TSMC capacity to Vera Rubin: report

Nvidia pulls back on China H200 chips, shifts TSMC capacity to Vera Rubin: report

NVIDIA Corporation has stopped making H200 AI chips meant for China and shifted that production at Taiwan Semiconductor Manufacturing Co to focus on its upcoming Vera Rubin line, the Financial Times said Thursday. Just last week, Nvidia disclosed it had obtained U.S. licenses to supply “small amounts” of H200 chips to Chinese customers. Reuters was unable to independently confirm the FT’s account; TSMC wouldn’t comment, and Nvidia did not reply to Reuters’ inquiry.
5 March 2026
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Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

Nvidia slid nearly 4% to $187.60 on Thursday, with investors digesting robust earnings but skeptical about whether the AI chip giant plans to ramp up shareholder payouts. The selloff pulled down Broadcom and Advanced Micro Devices as well. With Thursday’s move, Nvidia slipped beneath both its 50- and 100-day moving averages—levels traders tend to flag for potential support. “The competitive picture is shifting,” said eMarketer analyst Jacob Bourne.
26 February 2026
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Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia shares moved higher in extended trading on Wednesday after the AI chip bellwether projected first-quarter revenue of about $78 billion, topping market estimates as Big Tech keeps spending on data centers. The company also beat expectations for January-quarter sales and profit, while flagging that its outlook does not assume any data center compute revenue from China and that it recently received U.S. licenses to ship only “small amounts” of its H200 chips to customers there, according to the company.
25 February 2026
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Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

U.S. stocks advanced Wednesday, sending both the S&P 500 and Nasdaq to their highest levels in two weeks, as megacap tech names rallied ahead of Nvidia’s earnings due out later. By 11:44 a.m. ET, the Dow Jones Industrial Average was up 212.40 points, or 0.43%. The S&P 500 gained 46.01, or 0.67%, while the Nasdaq Composite jumped 244.31 points, up 1.07%. Nvidia shares popped 2.2%, helping lift the Philadelphia SE Semiconductor Index to an all-time high. Options markets had been pointing to about a 5.6% swing in Nvidia post-earnings, reflecting bets on volatility. BNY’s Bob Savage described the setup simply: “focus on AI will continue” with the report.
25 February 2026
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