NVIDIA’s Q4 2025 earnings call will take place today, February 26, at 2 p.m. PT/5 p.m. ET. We’ll be streaming it on the Shacknews Twitch channel. NVIDIA also hosts the call on the company’s investor relations site as a webcast.

Nvidia's quarterly outlook on Wednesday suggested demand from Microsoft, Amazon and other heavyweight tech companies racing to build out AI infrastructure remains robust, though the outcome failed to significantly quell fears of overspending in the booming industry.

Stocks slid Thursday, weighed down by chip giant Nvidia (NVDA) in the wake of Wednesday's earnings report, leading semiconductor and other AI stocks lower. Nvidia shares finished Thursday off more than 8%,