NVIDIA's Q4 earnings report was impressive, but why is the market not responding positively?
[Prize] The first big bang of the Year of the Horse! NVIDIA, Circle, RKLB, and Baidu announce results on the same stage—quick recap of the week’s performance (Feb 23-27)
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Dear fellow investors, Happy New Year!With the festive atmosphere of the Spring Festival still lingering, the 'first major battle of the Year of the Horse' in the Hong Kong and US stock markets has quietly begun,Earnings season is about to enter a critical week!Because the most important stock on Earth is about to deliver its results.
The dominant force in AI chips$NVIDIA (NVDA.US)$is set to release its latest earnings after the US market closes on February 25.Goldman Sachs frankly stated, 'These earnings are a key indicator of whether the global AI boom can continue,' and firmly raised expectations with a price target of $250. Market consensus is that the performance will be strong, but the real game lies in whether NVIDIA can provide guidance that keeps the market buying into the future?The mass production progress of the Rubin chip, demand signals from non-traditional customers (such as OpenAI), and the potential contribution from the Chinese market will be the absolute focus of the earnings call.
The mass production progress of the Rubin chip, demand signals from non-traditional customers (such as OpenAI), and the potential contribution from the Chinese market will be the absolute focus of the earnings call.In the past month,$Microsoft (MSFT.US)$$Alphabet-A (GOOGL.US)$the strange phenomenon where giants' 'better-than-expected earnings led to sharper declines' is still fresh in our minds.Can NVIDIA break this curse? Fellow investors are welcome to make predictions in the comment section~
When NVDA rings, does gold flow in thousands?The cloud computing provider known as 'NVIDIA's favorite son'$CoreWeave (CRWV.US)$, the cornerstone of chip design$Synopsys (SNPS.US)$and a key power chip supplier$Navitas Semiconductor (NVTS.US)$will also release their results in the same week, will this further confirm the ongoing prosperity of AI computing power?
The cloud computing provider known as 'NVIDIA's favorite son'$CoreWeave (CRWV.US)$, the cornerstone of chip design$Synopsys (SNPS.US)$and a key power chip supplier$Navitas Semiconductor (NVTS.US)$will also release their results in the same week, will this further confirm the ongoing prosperity of AI computing power?The solid foundation of computing power is also accelerating the application of AI's value across industries:$Hims & Hers Health (HIMS.US)$and$Tempus AI (TEM.US)$will validate the commercial progress of AI + healthcare;$Salesforce (CRM.US)$and$Snowflake (SNOW.US)$will demonstrate how AI is reshaping enterprise software and data cloud ecosystems;$SoundHound AI (SOUN.US)$will measure the scenario penetration rate of AI voice interaction.Every earnings report is a litmus test for the value of AI applications.At the same time,Computing power demand is spilling over from traditional data centers into more edge and frontier fields:$Cipher Digital (CIFR.US)$、$Hut 8 (HUT.US)$As large-scale specific hash rate clusters, the operational status and expansion plans of Bitcoin mining companies will reflect an alternative narrative for high-performance computing; meanwhile, progress in the quantum computing sector pertains to long-term visions surpassing classical computing.$IonQ Inc (IONQ.US)$Progress in the quantum computing domain relates to the distant vision of transcending classical computation.
![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! [Yeah!]Dear fellow investors, happy new year!The festive atmosphere of the Spring Festival has not yet dissipated, but the 'first major battle of the Year of the Horse' in the Hong Kong and US stock markets has quietly begun.Earnings season is about to enter a critical week! Because the most important stocks on the planet are about to report their results. The AI chip leader$NVIDIA (NVDA.US)$will release its latest earnings after the US stock market closes on February 25.Goldman Sachs bluntly stated that 'this earnings report is a key indicator for whether the global AI boom can continue,' firmly raising its expectations and giving a target price of $250. Market consensus is that the results will be strong, but the real game lies in whether NVIDIA can provide guidance that will keep the market buying into the future.[Smart]The progress of Rubin chip mass production, demand signals from non-traditional customers (such as OpenAI), and potential contributions from the Chinese market will be the absolute focus of the earnings call. Over the past month,$Microsoft (MSFT.US)$$Alphabet-A (GOOGL.US)$the strange phenomenon where giants' 'better performance leads to sharper declines' is still fresh in our minds.Can NVIDIA break this curse? Fellow investors, feel free to make your predictions in the comment section~ When NVDA rings, does it bring gold by the ton?[Brave]The cloud computing service provider dubbed 'NVIDIA’s favorite son'$CoreWeave (CRWV.US)$and the cornerstone of chip design$Synopsys (SNPS.US)$along with key power chip suppliers...](https://nnqimage.futunn.com/sns_client_feed/999982/20260213/web-1770963430376-Cbkfuj3dcB.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Beyond the main theme of computational power,several key stocks next week will address the core investment proposition for 2026:👇
Circle: The compliance clarion call of the crypto world
Against the backdrop of Wash possibly taking over the Federal Reserve, the regulatory stance on cryptocurrencies is shifting from high-pressure tactics to framework construction.As the issuer of USDC, the world’s leading compliant stablecoin,$Circle (CRCL.US)$changes in the circulation of USDC on the balance sheet have a greater impact on market sentiment than profit figures.
Rocket Lab: A growth stock test for the space economy
Having moved past the SPAC storytelling phase,$Rocket Lab (RKLB.US)$The valuation model is being rewritten based on the launch frequency. The market has set 2026 as the breakeven year, with EBITDA expected to turn positive.The progress of the handover between Electron and Neutron will determine whether it remains a NASA contractor or becomes the next space logistics giant.
Baidu: China's Answer in the AI Application Layer
$Baidu (BIDU.US)$/$BIDU-SW (09888.HK)$A critical moment is approaching. Recently,萝卜快跑 (Luobo Kuaipao) announced a partnership with Uber to launch a fully driverless service in Dubai in the first quarter of 2026, following a previous collaboration with Swiss PostBus.The commercialization of Wenxin 4.5 is still gaining momentum, while AI Cloud has seen over 30% growth for two consecutive quarters. However, the market continues to value Baidu based on the outdated narrative of it being merely a 'search company.' Will this earnings report break that stereotype?
In addition, the broader energy sector$Vistra Energy (VST.US)$、$NuScale Power (SMR.US)$、$MP Materials (MP.US)$, as well as in Hong Kong stocks, $HSBC Holdings (HSBC.US)$/$HSBC HOLDINGS (00005.HK)$、$HKEX (00388.HK)$、$Trip.com (TCOM.US)$/$TRIP.COM-S (09961.HK)$will also announce its earnings results.
As the Year of the Horse begins, will the market reward 'effective growth' or punish 'overestimated expectations'?Can NVIDIA’s guidance ease market anxiety? What new stories will Circle, Rocket Lab, and Baidu tell? Come and join the discussion with@富途業績SirTogether, let's track the latest earnings and follow along.@First Scene of Earnings CallGet direct access to the earnings call scene, seize the earnings opportunity, and boost your investment!📅 [Earnings Live Preview]
📞Earnings call:
Tempus AI 2025 Q4 Earnings Live Broadcast
HSBC Holdings 2025 Full-Year Results Live Broadcast
Circle 2025 Q4 Earnings Live Broadcast
IonQ 2025 Q4 Earnings Live Broadcast
Salesforce Q4 2026 Earnings Live Broadcast
Ctrip 2025 Q4 Earnings Live Broadcast
Baidu Q4 2025 Earnings Live Broadcast
MP Materials 2025 Q4 Earnings Live Broadcast
CoreWeave Q4 2025 Earnings Live Broadcast
Rocket Lab Q4 2025 Earnings Live Broadcast
📺 Exclusive presentation by the Investing Circle:NVIDIA's earnings call will be simultaneously live-streamed with real-time interpretation in the Futubull Circle. Fellow investors are welcome to reserve and watch!
A lineup of star stocks is set to release their results! How can you not miss the excitement?Click to learn more about corporate earnings announcement schedules:More earnings calendar
Click to learn more about corporate earnings announcement schedules:More earnings calendar[Interactive Giveaway]What do you fellow investors think about how each company releasing earnings next week will perform? Come participate in the forecast and win 66 points~
Which main theme are fellow investors more focused on? Feel free to share your observations and insights in the comment section!
👏The 'Earnings Express' has been upgraded with three key features to help you get ahead in finding opportunities during earnings season!
![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! [Yeah!]Dear fellow investors, happy new year!The festive atmosphere of the Spring Festival has not yet dissipated, but the 'first major battle of the Year of the Horse' in the Hong Kong and US stock markets has quietly begun.Earnings season is about to enter a critical week! Because the most important stocks on the planet are about to report their results. The AI chip leader$NVIDIA (NVDA.US)$will release its latest earnings after the US stock market closes on February 25.Goldman Sachs bluntly stated that 'this earnings report is a key indicator for whether the global AI boom can continue,' firmly raising its expectations and giving a target price of $250. Market consensus is that the results will be strong, but the real game lies in whether NVIDIA can provide guidance that will keep the market buying into the future.[Smart]The progress of Rubin chip mass production, demand signals from non-traditional customers (such as OpenAI), and potential contributions from the Chinese market will be the absolute focus of the earnings call. Over the past month,$Microsoft (MSFT.US)$$Alphabet-A (GOOGL.US)$the strange phenomenon where giants' 'better performance leads to sharper declines' is still fresh in our minds.Can NVIDIA break this curse? Fellow investors, feel free to make your predictions in the comment section~ When NVDA rings, does it bring gold by the ton?[Brave]The cloud computing service provider dubbed 'NVIDIA’s favorite son'$CoreWeave (CRWV.US)$and the cornerstone of chip design$Synopsys (SNPS.US)$along with key power chip suppliers...](https://nnqimage.futunn.com/sns_client_feed/999982/20260213/web-1770964854201-Ejs9cmUYIm.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Futubull AI Instant answers to resolve doubts, smart stock selection to identify potential upward trends, and portfolio analysis to seize opportunities while avoiding risks!![[Gift]This article is suitable for comments & likes.[Heart], join our earnings event and win points! [Yeah!]Dear fellow investors, happy new year!The festive atmosphere of the Spring Festival has not yet dissipated, but the 'first major battle of the Year of the Horse' in the Hong Kong and US stock markets has quietly begun.Earnings season is about to enter a critical week! Because the most important stocks on the planet are about to report their results. The AI chip leader$NVIDIA (NVDA.US)$will release its latest earnings after the US stock market closes on February 25.Goldman Sachs bluntly stated that 'this earnings report is a key indicator for whether the global AI boom can continue,' firmly raising its expectations and giving a target price of $250. Market consensus is that the results will be strong, but the real game lies in whether NVIDIA can provide guidance that will keep the market buying into the future.[Smart]The progress of Rubin chip mass production, demand signals from non-traditional customers (such as OpenAI), and potential contributions from the Chinese market will be the absolute focus of the earnings call. Over the past month,$Microsoft (MSFT.US)$$Alphabet-A (GOOGL.US)$the strange phenomenon where giants' 'better performance leads to sharper declines' is still fresh in our minds.Can NVIDIA break this curse? Fellow investors, feel free to make your predictions in the comment section~ When NVDA rings, does it bring gold by the ton?[Brave]The cloud computing service provider dubbed 'NVIDIA’s favorite son'$CoreWeave (CRWV.US)$and the cornerstone of chip design$Synopsys (SNPS.US)$along with key power chip suppliers...](https://nnqimage.futunn.com/sns_client_feed/999982/20260213/web-1770965006732-H87qkztdeU.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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