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Nvidia (NVDA) earnings report Q4 2026

Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia reported better-than-expected fiscal fourth-quarter results on Wednesday, driven by 75% revenue growth in its core data center business. The stock rose about 3.7% in extended trading. Here’s how the company did,…

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Big Tech’s AI bond binge shatters ‘unspoken contract’ with investors

Hyperscalers are significantly ramping up their AI capex spending — and increasingly using credit markets to fund it. But investors say this shift is challenging mega-cap tech giants’ so-called ‘fortress balance sheet’ status, and rips up what they call the “unspoken contract” that kept speculative AI spending largely separate from debt markets. After Amazon, Meta…

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What I saw at India’s AI summit

CNBC’s Arjun Kharpal sits down with OpenAI CEO Sam Altman at the AI Impact Summit. Photo: Yolande Chee Yolande Chee India hosted one of the world’s biggest AI events this week, but it was marred by chaos and confusion, apparently not the message it’s trying to send as it strives to become a leading artificial…

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