Earnings

The GPU King’s $39 Billion Victory: Nvidia’s Earnings Cement Its Role as the AI Market Bellwether

Nvidia

The GPU King’s $39 Billion Victory: Nvidia’s Earnings Cement Its Role as the AI Market Bellwether

SANTA CLARA, Calif. — In a financial performance that has become the definitive pulse-check for the global technology sector, Nvidia (NASDAQ: NVDA) recently delivered a record-shattering earnings report that effectively silenced skeptics of the artificial intelligence (AI) revolution—at least for now. The semiconductor giant posted a staggering $39.3 billion

By MarketMinute
The AI Reality Check: Microsoft Shares Tumble as Azure Growth Hits ‘Infrastructure Wall’

Microsoft

The AI Reality Check: Microsoft Shares Tumble as Azure Growth Hits ‘Infrastructure Wall’

Microsoft Corp. ((NASDAQ: MSFT)) saw its market valuation suffer a historic blow following its latest earnings report for the period ending December 31, 2025 (Calendar Q4), as investors pivoted from rewarding artificial intelligence (AI) potential to demanding immediate, tangible returns. Despite reporting headline revenue and earnings that exceeded analyst consensus,

By MarketMinute