Closing Bell Closing Bell Overtime: Nvidia Reports Blowout Earnings 2/25/26
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Feb 25, 2026 
Gil Luria, head of technology research at DA Davidson, gives equity research perspective on semiconductors and AI infrastructure. Christina Parts Nevelis, CNBC correspondent, delivers on‑the‑ground earnings previews and instant result breakdowns. They discuss Nvidia’s blowout numbers, revenue and guidance shocks, data center margins, memory and packaging questions, and what it means for the AI trade.
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NVIDIA Dominates Market Sentiment Ahead Of Earnings
- NVIDIA was the largest market-cap stock and its earnings release was the market's focal point ahead of other big tech reports.
- Market action showed risk rotation into AI names and crypto ahead of NVIDIA, signaling the company's outsized market influence.
Narrative Matters More Than The Quarter For NVIDIA
- The market expects another beat-and-raise but is focused on Jensen Huang's conference-call narrative more than the raw numbers.
- Investors want clarity on 2027 hyperscaler durability, margin pressure from memory, and sovereign AI deals ahead of GTC.
AI Wave Shifted From Euphoria To Questioning
- Stephanie Aliaga framed the current phase as 'ask questions' after a sell-first market reaction to AI disruption fears.
- She identified infrastructure build-out (more inference, memory, chips) as the durable core of the AI trade.