On February 20, 2026, Nvidia (NVDA.O) shares rose by about 1% in after-hours trading, trading at $189.82, following reports of a potential $30 billion investment in OpenAI. This move comes ahead of Nvidia’s fiscal fourth-quarter results due on February 25, which are pivotal for assessing AI chip demand. The company commands a significant 7.8% share of the S&P 500, and expectations are set for a 71% earnings per share (EPS) increase, with revenue anticipated at $65.9 billion. Investor sentiments remain cautious, influenced by U.S. Supreme Court tariffs and a 20% drop in the S&P software index this year. Nvidia’s GTC conference, scheduled for March 16-19, features CEO Jensen Huang, whose insights are vital for market dynamics. With competitors like AMD and Broadcom also in the mix, traders will closely monitor Nvidia’s earnings call and customer demand commentary to gauge future AI spending trends.
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