By https://www.theguardian.com/profile/graemewearden
Publication Date: 2026-02-26 07:28:00
Introduction: Nvidia can’t wow Wall Street with a blockbuster quarter
Good morning and welcome to our ongoing coverage of the economy, financial markets and the global economy.
What does a technology company have to do these days to see its stock price rise?
Nvidia Perhaps the company is asking itself that question after reporting strong earnings and solid growth guidance last night, only to receive a shrug from Wall Street.
The chipmaker certainly had another extremely strong quarter – posting record quarterly revenue of $68.1 billion from October to December 2025, up 20% compared to the third quarter of last year and a whopping 73% more than a year earlier.
The company said sales were being driven by accelerated computing and AI, and customers were scrambling to get their hands on the powerful Blackwell chip.
Jensen HuangFounder and CEO of Nvidia, told investors that enterprise adoption of AI agents is accelerating:
“The acceptance of agents in companies is increasing rapidly. Our customers are…
