There are plenty of economic indicators out there. We look to the consumer price index, jobs numbers, Fed decisions. And then, there’s Nvidia earnings.
The AI chipmaker has emerged as the AI stock to watch as tech companies continue to pour money into building out AI data centers. As Ryan Detrick, chief market strategist at Carson Group, told AP News last year: “death, taxes, and NVDA beats on earnings are three things you can bank on.”
But last month, for the first time in quite some time, there was a moment of disquiet for Nvidia. After DeepSeek, the Chinese AI company, revealed its low-cost open source model, Nvidia lost $600 billion in market value in one day, rattling just about anyone who was betting big on the chipmaker’s dominance.
In its latest earnings report, the company’s implicit message was loud and clear: We’re doing just fine—and we ain’t scared.
For Q4 2025, Nvidia said purchases for its AI chips raised total revenue 78% from the year prior to $39.3 billion. Net income climbed to $22.1 billion, up from $12.3 billion in the same quarter last year.
Notably, the company issued strong guidance. Nvidia said it expects revenue to rise to $43 billion in the current quarter, beating Wall Street expectations. That’s a 65% climb from the same period last year, per the New York Times.
For now, they’ve still got it.
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