NVIDIA’s revenue is stable, but American consumers are shaking | Real Time Headlines

NVIDIA’s revenue more than doubled in 2024 compared to the same period last year, which exceeded analysts’ expectations. Additionally, the company expects sales to continue to grow faster than Wall Street estimates this quarter.

Most of them belong to Nvidia’s new Blackwell AI chips, which are being invested in billions of dollars. The chip maker also downplayed concerns about DeepSeek, saying more efficient AI models still require a lot of processing power in the long run.

Meanwhile, consumer surveys from the Consumer Council and the University of Michigan show concerns about the economy and inflation are increasing.

This reached a 10-year fiscal yield of higher than a 3-month note below a 3-month note, resulting in an “inverse yield curve”, which is acknowledged and largely accurate, and is a sign of an imminent recession in 18 months.

Even though NVIDIA makes money from income, Big Tech also provides confidence for the U.S. economy in CAPEX, it seems a bit shaky. Whether the technology can stabilize remains to be seen.

Nvidia beats expectations and provides rosy guidance
Nvidia Report Fourth quarter revenue After Wednesday’s bell The expectation of defeating Wall Street. Net income for the quarter rose to $22.09 billion, an 80% increase from $12.29 billion a year ago. Quarterly revenue grew 78%, while NVIDIA’s full fiscal year revenue rose 114% to $130.5 billion. NVIDIA also provided guidance for the quarter above the LSEG estimate. But its growth rate is slowing – stocks are down about 1.5% in extended trading.

Salesforce’s sales are insufficient
Salesforce According to reports on Wednesday Weak quarterly revenue exceeding expectations and give disappointing guidanceresulting in its shares being less than 5% in extended transactions. Quarterly revenue was $9.99 billion, up 7.6% from a year ago in the quarter ending on January 31, but not expected $10.4 billion. Salesforce’s adjusted earnings per share and revenue targets for fiscal 2026 are also below LSEG consensus expectations.

S&P and Nasdaq break losses
On Wednesday, two S&P 500 and Nasdaq Composite Materials Breaked four days of loss. Based on the broad index gained 0.01%, Nasdaq stock rose 0.26%. this Dow Jones Industrial AverageHowever, it fell by 0.43%. Pan-European Stoxx 600 The index climbed to 0.99%. Germany’s Dax Up 1.71%, Expand the rally This is what the country started after the federal elections held over the weekend.

U.S. production curve inverted
this 10 years of fiscal revenue By 3 months to pay attention In Wednesday’s transaction, it caused “Inverted yield curve. “This is seen as a predictor of recession. Provide monthly updates This relationship, as well as the percentage of the recession, over the next 12 months.

(PRO) NVIDIA stock shakes the market
According to Goldman Sachs, NVIDIA’s earnings appear after the bell will have a greater impact on the stock market than on the stock market. Two reasons This time it is Nvidia’s super influence.

Zelenskyy will visit U.S. Friday to sign key rare mineral agreement

Ukrainian President Volodymyr Zelenskyy will visit the United States on Friday to sign a deal on key rare earth minerals, U.S. President Donald Trump said Wednesday. Trump said at his first cabinet meeting that the trip was called “confirmation”: “We will sign an agreement, which will be a very big deal, which will be rare earths and other things.”

Kiev officials said Wednesday that Ukraine and the United States have prepared a deal to obtain deposits for Kiev’s rare minerals and a joint investment fund for Ukraine’s reconstruction. Zelenskyy described the draft transaction as a “framework agreement” that includes the intention to establish a joint investment fund with the United States, where Ukraine will contribute 50% of all revenue in the future monetization of its natural resource assets.