By Daniel Sparks
Publication Date: 2026-03-07 17:00:00
Key Points
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Nvidia’s fiscal fourth-quarter revenue surged 73% year over year, driven by immense data center demand.
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Hyperscalers are increasingly developing their own custom silicon, which could erode Nvidia’s pricing power over time.
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While the recent dip is intriguing, the stock’s valuation still leaves very little room for error.
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Tech investors have had a volatile start to 2026, and artificial intelligence (AI) darling Nvidia (NASDAQ: NVDA) hasn’t been spared. As of this writing, the semiconductor giant’s stock has fallen almost 5% year to date.
With shares taking a breather after an incredible multi-year run, investors might be wondering if this is a rare opportunity to buy the dip.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
Or is the market right to be cautious about a stock?
Image source: The Motley Fool.
Firing on all cylinders
Looking at the company’s latest results, it’s hard to find much to complain about. The business is undeniably strong.
In its fourth quarter of fiscal 2026 (ended Jan. 25), Nvidia’s revenue was $68.1 billion, up 73% year over year. This top-line surge was fueled by the company’s crucial data center segment, where revenue jumped 75% from a year ago to a record $62.3 billion.
“Computing demand is growing exponentially…
