Nvidia (NASDAQ: NVDA) reported fourth-quarter earnings after market close, with investors closely watching revenue growth, AI demand signals and forward guidance. Heading into the print, analysts expected: • EPS of $1.50 • Revenue of approximately $65.6 billion • Nearly 67% year-over-year revenue growth Nvidia has beaten EPS estimates for 12 straight quarters and revenue estimates for 13 straight quarters. Key focus areas include: • Blackwell shipment momentum • H200 shipments to China • Memory supply constraints • Fiscal guidance range of $63.7B to $66.3B Some analysts believe Nvidia’s share price is already discounting a 2026 peak in AI demand, while others argue hyperscaler capex from Amazon, Microsoft, Google and Meta continues to support strong growth. Nvidia stock is up roughly 47% over the past 52 weeks but only around 3% year-to-date. This earnings report carries outsized importance given Nvidia’s influence on AI stocks, semiconductor names and major indexes. #Nvidia #NV...