Nvidia (NVDA) stock started the day as a major driver of the U.S. stock market. A rally was seen in tech stocks, and NVDA shares are rising due to strong investor optimism. The strength in the Nasdaq and S&P 500 is largely supported by Nvidia’s solid performance and continued demand for artificial intelligence (AI) technology.
Record Earnings Boost the Market
NVDA reported record revenue in its fiscal Q4 FY2026 earnings — $68.1 billion, the highest quarterly revenue in the company’s history. This figure came in well above Wall Street estimates, with revenue growth reaching 73% year-on-year. The company also forecasted revenue of more than $78 billion for the next quarter (Q1 FY2027), exceeding analyst expectations.
This strong performance signals that demand for Nvidia’s AI chips — particularly in data centers and cloud infrastructure — remains very strong. AI computing demand continues to expand rapidly, helping the company maintain its leadership position in the industry
Stock Reaction & Market Impact
NVDA stock is showing a moderate gain in after-hours trading today, following positive momentum during the regular trading session. Investors are closely watching Nvidia’s upcoming earnings results and forward guidance, as the company continues to play a major role in shaping overall market sentiment.
NVDA Stock Performance Today
During today’s session, NVDA stock experienced positive price movement, reflecting strong investor confidence. The stock has delivered significant returns over the past year, making it one of the top-performing large-cap technology stocks in the market.
After-hours trading activity suggests continued interest from investors, especially ahead of key earnings announcements. Traders are analyzing revenue growth, AI demand, and data center performance as critical factors influencing the stock’s direction.
Nvidia Earnings and Forward Guidance in Focus
The market is now highly focused on Nvidia’s earnings report and future outlook. Investors want clarity on:
- AI chip demand
- Data center revenue growth
- Gaming segment performance
- Profit margins and forward guidance
Strong earnings could further boost NVDA stock, while cautious guidance may create short-term volatility
Nvidia has become a key player in the artificial intelligence (AI) boom. Its advanced chips power AI models, data centers, and high-performance computing systems worldwide. Because of this, NVDA stock is considered a bellwether for the AI industry.
As earnings approach, investors remain optimistic but cautious. The company’s forward guidance will likely determine the next major move in NVDA stock and potentially influence broader market trends.