Daily Oil Fundamentals
Incredible Nvidia, But Maybe Not Quite Enough
26 Feb 2026Incredible Nvidia, But Maybe Not Quite Enough
There was no heraldic stock market clash of a gong at the release of Nvidia’s first-quarter earnings forecast, rather a collective, almost audible sigh of relief. At any point during last year if the results seen post-close on Wall Street of the world’s most valuable company had matched these latest offerings, the rally across global bourses would have been extensive. As it is, record quarterly revenue of $68.1 billion, up 20 percent from the third quarter and up 73 percent from a year ago, along with record full-year revenue of $215.9 billion, up 65 percent, served to soothe furrowed brows, shift the tech darling’s share price higher by only 5 percent in the early hours which has since been almost all eroded by profit-taking.
