Breaking
VENTURE BEAT 8 billion tokens a day forced AT&T to rethink AI orchestration — and cut costs by 90% Bearish BBC BUSINESS Pressure to make budgets add up as Holyrood election looms Bearish BBC BUSINESS Young people out of work, training and education edges closer to one million Bearish CBS NEWS Ex-Air Force pilot who allegedly trained Chinese military pilots arrested Bearish BUSINESS INSIDER Top Anthropic executive limits his child's YouTube algorithm access: 'It freaks me out' Neutral ROBOTICS & AUTOMATION Code Review for Business-Critical Software: How Hidden Risks Accumulate in Mature Codebas… Neutral BUSINESS INSIDER I'm an AI consultant and using AI agents saves me hours. My clients follow 5 steps to bec… Bullish DEFENSE NEWS Leonardo to set up aerostructures joint venture by mid-year Neutral MARKET WATCH ‘I live in a state with no inheritance tax’: Is it legal to deposit $150K cash into my ba… Neutral WSJ ECONOMY Eurozone Business Confidence Falls Strong Bullish NPR BUSINESS Why farmers in California are backing a giant solar farm Neutral ROBOTICS & AUTOMATION 9 Signs Your HVAC System Needs Attention Strong Bearish MARKET WATCH Here’s what’s necessary to return the incredibly concentrated U.S. stock market to normal… Neutral CNBC TOP STORIES Stock futures slip as traders mull over earnings from Nvidia and Salesforce: Live updates Optimistic NEW YORK TIMES BUSINESS Z? Zo? Mam? Mayor Zohran Mamdani is a Man of Many Nicknames. Neutral MARKET WATCH Tennis pro Tommy Paul and fiancee Paige Lorenze offer a peek inside new ‘dream home’ in C… Neutral NEW YORK TIMES BUSINESS New A.C.A. Plans Could Increase Family Deductibles to $31,000 Strong Bearish BUSINESS INSIDER 4Chan knew about Jeffrey Epstein's death 38 minutes before the rest of the world. The FBI… Bearish THE WASHINGTON POST How $15.5 billion will be spent on Congress’s pet projects Neutral WASHINGTON POST POLITICS Ranking the 2028 Democratic presidential contenders Neutral VENTURE BEAT 8 billion tokens a day forced AT&T to rethink AI orchestration — and cut costs by 90% Bearish BBC BUSINESS Pressure to make budgets add up as Holyrood election looms Bearish BBC BUSINESS Young people out of work, training and education edges closer to one million Bearish CBS NEWS Ex-Air Force pilot who allegedly trained Chinese military pilots arrested Bearish BUSINESS INSIDER Top Anthropic executive limits his child's YouTube algorithm access: 'It freaks me out' Neutral ROBOTICS & AUTOMATION Code Review for Business-Critical Software: How Hidden Risks Accumulate in Mature Codebas… Neutral BUSINESS INSIDER I'm an AI consultant and using AI agents saves me hours. My clients follow 5 steps to bec… Bullish DEFENSE NEWS Leonardo to set up aerostructures joint venture by mid-year Neutral MARKET WATCH ‘I live in a state with no inheritance tax’: Is it legal to deposit $150K cash into my ba… Neutral WSJ ECONOMY Eurozone Business Confidence Falls Strong Bullish NPR BUSINESS Why farmers in California are backing a giant solar farm Neutral ROBOTICS & AUTOMATION 9 Signs Your HVAC System Needs Attention Strong Bearish MARKET WATCH Here’s what’s necessary to return the incredibly concentrated U.S. stock market to normal… Neutral CNBC TOP STORIES Stock futures slip as traders mull over earnings from Nvidia and Salesforce: Live updates Optimistic NEW YORK TIMES BUSINESS Z? Zo? Mam? Mayor Zohran Mamdani is a Man of Many Nicknames. Neutral MARKET WATCH Tennis pro Tommy Paul and fiancee Paige Lorenze offer a peek inside new ‘dream home’ in C… Neutral NEW YORK TIMES BUSINESS New A.C.A. Plans Could Increase Family Deductibles to $31,000 Strong Bearish BUSINESS INSIDER 4Chan knew about Jeffrey Epstein's death 38 minutes before the rest of the world. The FBI… Bearish THE WASHINGTON POST How $15.5 billion will be spent on Congress’s pet projects Neutral WASHINGTON POST POLITICS Ranking the 2028 Democratic presidential contenders Neutral
Thursday, February 26, 2026
Pulse
01 Nvidia's Record Earnings Amid AI Concerns PESSIMISTIC 02 Rolls-Royce Boosts Profit Outlook and Announces Share Buyback PESSIMISTIC 03 Hungary Accuses Ukraine of Oil Blockade PESSIMISTIC 04 AT&T Slashes AI Costs Amid Massive Token Usage PESSIMISTIC
All Stories →
Pessimistic (-11.1)
Breaking
VENTURE BEAT 8 billion tokens a day forced AT&T to rethink AI orchestration — and cut costs by 90% Bearish · BBC BUSINESS Pressure to make budgets add up as Holyrood election looms Bearish · BBC BUSINESS Young people out of work, training and education edges closer to one million Bearish · CBS NEWS Ex-Air Force pilot who allegedly trained Chinese military pilots arrested Bearish · BUSINESS INSIDER Top Anthropic executive limits his child's YouTube algorithm access: 'It freaks me out' Neutral · ROBOTICS & AUTOMATION Code Review for Business-Critical Software: How Hidden Risks Accumulate in Mature Codebas… Neutral · BUSINESS INSIDER I'm an AI consultant and using AI agents saves me hours. My clients follow 5 steps to bec… Bullish · DEFENSE NEWS Leonardo to set up aerostructures joint venture by mid-year Neutral · MARKET WATCH ‘I live in a state with no inheritance tax’: Is it legal to deposit $150K cash into my ba… Neutral · WSJ ECONOMY Eurozone Business Confidence Falls Bullish · NPR BUSINESS Why farmers in California are backing a giant solar farm Neutral · ROBOTICS & AUTOMATION 9 Signs Your HVAC System Needs Attention Bearish · MARKET WATCH Here’s what’s necessary to return the incredibly concentrated U.S. stock market to normal… Neutral · CNBC TOP STORIES Stock futures slip as traders mull over earnings from Nvidia and Salesforce: Live updates Optimistic · NEW YORK TIMES BUSINESS Z? Zo? Mam? Mayor Zohran Mamdani is a Man of Many Nicknames. Neutral · MARKET WATCH Tennis pro Tommy Paul and fiancee Paige Lorenze offer a peek inside new ‘dream home’ in C… Neutral · NEW YORK TIMES BUSINESS New A.C.A. Plans Could Increase Family Deductibles to $31,000 Bearish · BUSINESS INSIDER 4Chan knew about Jeffrey Epstein's death 38 minutes before the rest of the world. The FBI… Bearish · THE WASHINGTON POST How $15.5 billion will be spent on Congress’s pet projects Neutral · WASHINGTON POST POLITICS Ranking the 2028 Democratic presidential contenders Neutral · VENTURE BEAT 8 billion tokens a day forced AT&T to rethink AI orchestration — and cut costs by 90% Bearish · BBC BUSINESS Pressure to make budgets add up as Holyrood election looms Bearish · BBC BUSINESS Young people out of work, training and education edges closer to one million Bearish · CBS NEWS Ex-Air Force pilot who allegedly trained Chinese military pilots arrested Bearish · BUSINESS INSIDER Top Anthropic executive limits his child's YouTube algorithm access: 'It freaks me out' Neutral · ROBOTICS & AUTOMATION Code Review for Business-Critical Software: How Hidden Risks Accumulate in Mature Codebas… Neutral · BUSINESS INSIDER I'm an AI consultant and using AI agents saves me hours. My clients follow 5 steps to bec… Bullish · DEFENSE NEWS Leonardo to set up aerostructures joint venture by mid-year Neutral · MARKET WATCH ‘I live in a state with no inheritance tax’: Is it legal to deposit $150K cash into my ba… Neutral · WSJ ECONOMY Eurozone Business Confidence Falls Bullish · NPR BUSINESS Why farmers in California are backing a giant solar farm Neutral · ROBOTICS & AUTOMATION 9 Signs Your HVAC System Needs Attention Bearish · MARKET WATCH Here’s what’s necessary to return the incredibly concentrated U.S. stock market to normal… Neutral · CNBC TOP STORIES Stock futures slip as traders mull over earnings from Nvidia and Salesforce: Live updates Optimistic · NEW YORK TIMES BUSINESS Z? Zo? Mam? Mayor Zohran Mamdani is a Man of Many Nicknames. Neutral · MARKET WATCH Tennis pro Tommy Paul and fiancee Paige Lorenze offer a peek inside new ‘dream home’ in C… Neutral · NEW YORK TIMES BUSINESS New A.C.A. Plans Could Increase Family Deductibles to $31,000 Bearish · BUSINESS INSIDER 4Chan knew about Jeffrey Epstein's death 38 minutes before the rest of the world. The FBI… Bearish · THE WASHINGTON POST How $15.5 billion will be spent on Congress’s pet projects Neutral · WASHINGTON POST POLITICS Ranking the 2028 Democratic presidential contenders Neutral ·
Story 01 Thu, Feb 26 · 6:00 AM
STORY 01 Pessimistic

Nvidia's Record Earnings Amid AI Concerns

Pessimistic nvidiaaiearnings
Briefing
What's Happening
Nvidia reported a record $68 billion in sales for its fiscal fourth quarter, surpassing analyst expectations. CEO Jensen Huang addressed concerns that markets may have overestimated AI's negative impact on software companies, emphasizing robust growth in data center revenue.
Market Impact
Nvidia's stock remains a top performer among tech megacaps, bolstered by strong earnings and guidance. The company's success highlights ongoing investor appetite for AI-driven growth, despite broader market volatility.
Broader Implications
Nvidia's performance underscores the pivotal role AI technology plays in driving economic growth, even as concerns about sustainability and market saturation persist.
Headlines 35 stories
No results
Feb 26 Latest
Feb 26
Feb 25
More Stories
● MACRO ANALYST

Fraywire+

Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.

LOG IN / SUBSCRIBE

My Notes

Loading drafts...