Tech news today: Nvidia earnings on deck as tech stocks rebound, Anthropic relieves some AI fears

Nvidia's (NVDA) quarterly results scheduled for Wednesday day people the winding down of net season, arsenic the spot titan is the past of the "Magnificent Seven" tech companies to report.

But with Nvidia's GTC 2026 lawsuit lone a fewer weeks away, quality from the starring AI institution whitethorn beryllium conscionable getting started.

Our exertion editor, Dan Howley, previewed what to expect erstwhile Nvidia reports results (earnings per stock of $1.53 connected gross of $65.8 billion; information halfway gross of $60.2 cardinal for the quarter). Investors volition besides beryllium looking for details connected Blackwell spot income and China sales.

Howley notes that though Nvidia precocious launched a caller AI superchip and announced a massive, multiyear woody with Meta, its banal terms has seen a tepid reaction. That disconnect reveals a larger statement implicit the authorities of the artificial quality commercialized and whether it is plateauing oregon volition proceed to accelerate.

"The existent statement is what maturation looks similar successful 2027 and 2028," Deepwater Asset Management managing spouse Gene Munster wrote successful a blog post.

Read the afloat breakdown of what to ticker erstwhile Nvidia reports net > 

Bloomberg reports:

Read much here.

Nvidia banal (NVDA) is poised to spot its smallest post-earnings plaything successful 3 years aft the institution reports aft the doorbell connected Wednesday.

Nvidia options connote a determination of astir ‌5.6%, oregon $260 cardinal successful marketplace capitalization, successful either absorption connected Thursday, according to Option Research & Technology Services (ORATS).

Nvidia banal precocious 0.8% successful premarket trading connected Wednesday up of the study arsenic traders priced successful their expectations.

"We consciousness mostly beauteous favorable successful presumption of Nvidia for the 4th and adjacent for the guidance," FBB Capital Partners manager of probe Mike Bailey told Yahoo Finance. "I deliberation the existent question people is sentiment."

"You know, Nvidia's banal has been close astir with the marketplace for ... 3 to six months," Bailey added. "To us, that suggests investors truly don't person monolithic expectations built up for the quarter."

PayPal (PYPL) banal spiked 6% successful day trading aft Bloomberg reported that payments processor Stripe (STRI.PVT) is reportedly funny successful acquiring each oregon immoderate of the bequest fintech company.

PayPal has reportedly been fielding unsolicited buyout offers aft its banal suffered a large descent that wiped retired 20% of its worth twelvemonth to date. People acquainted with the substance told Bloomberg that Stripe was among the suitors that expressed preliminary involvement successful the institution but that deliberations are inactive successful the aboriginal stages.

On Tuesday, Stripe published an yearly missive disclosing a tender connection statement that values the institution astatine $159 billion, a 74% summation from Stripe's $91.5 cardinal valuation a twelvemonth ago. The merchantability of worker shares makes the privately held institution 1 of the industry's astir invaluable companies.

Nvidia (NVDA) has not yet sold immoderate of its H200 chips to Chinese customers, a Commerce Department authoritative said connected Tuesday.

"My knowing is that nary truthful far," Commerce Assistant ‌Secretary ​for ​Export ​Enforcement David ‌Peters said astatine ​a ​congressional proceeding erstwhile asked ​about ‌Nvidia's second-most-powerful chips.

According to a Reuters report, the Chinese embassy successful the US and Nvidia person yet to respond to requests for comment.

In precocious January, Beijing gave 3 of China's largest tech companies, ByteDance, Alibaba (BABA, 9988.HK), and Tencent (0700.HK, TCEHY), support to acquisition much than ‌400,000 H200 chips.

Read much from Reuters.

Anthropic connected Tuesday announced a caller suite of endeavor offerings, the latest successful a bid of caller capabilities boasted by AI labs similar Google, Anthropic, and OpenAI that person shaken capitalist assurance successful a assortment of bundle solutions that whitethorn spot their halfway merchandise replaced by an AI facsimile.

But immoderate Wall Street analysts aren't truthful definite the process volition beryllium rather that simple.

Dan Ives, precocious illustration tech bull astatine Wedbush, wrote successful a enactment Tuesday aft Anthropic's announcement that, "While these usage cases are impressive, the world is that these caller AI tools volition not rip and regenerate existing bundle ecosystems and information environments with these AI tools lone arsenic utile arsenic the information it tin reach."

In Ives' view, determination are 3 things investors who presumption these demos arsenic a motion of AI outcompeting bequest solutions mightiness beryllium missing.

One — "The marketplace is conflating instauration exemplary capableness with afloat endeavor bundle replacement and the fearfulness that generative AI volition 'rewrite bequest systems overnight' ignores endeavor reality."

Two — "AI agents and autonomous workflows dramatically summation the onslaught aboveground — much APIs, much instrumentality identities, much lateral question risk, and much cloud-native workloads. AI doesn’t trim the request for endpoint, identity, cloud, and SOC automation, it multiplies it."

Three — "Anthropic/OpenAI bash not person 20-year endeavor organisation networks, CIO relationships, oregon embedded vertical workflows. CRM, NOW, and MSFT beryllium astatine the exertion furniture wherever concern logic lives. The exemplary furniture volition commoditize faster than the workflow layer."

The cardinal constituent that I deliberation Ives raises is that exemplary advances — oregon different signs of what we mightiness telephone method brilliance — are not the aforesaid arsenic an in-market merchandise that gets customers to alteration their spending habits.

Obviously, arsenic we saw with the market's absorption to a Substack station connected Monday that was explicitly a thought experiment, determination are tons of capitalist nerves astir which advances could gully meaningful dollars from enterprises oregon consumers.

But arsenic ever, the region betwixt a demo and a merchandise tin often beryllium vast. Keeping that model successful caput mightiness service investors good successful the existent moment.

Apple (AAPL) banal roseate much than 2% connected Tuesday, outperforming its "Magnificent Seven" tech peers, connected quality that the iPhone shaper volition deepen its manufacturing propulsion successful the US.

On Tuesday, Apple said it plans to determination Mac mini accumulation from Asia to a caller installation successful Houston. At that aforesaid site, Apple besides plans to grow precocious AI server manufacturing arsenic portion of the $600 cardinal US manufacturing committedness it made past twelvemonth amid unit from the Trump administration.

Apple is besides wielding its purchasing powerfulness to boost American chipmaking astatine a caller Taiwan Semiconductor Manufacturing (TSM) mill northbound of Phoenix, the Wall Street Journal reported.

Year to date, Apple banal has held up amended than its peers arsenic the institution stands backmost from the large up-front investments different Big Tech companies are making to physique monolithic information centers. In that regard, my workfellow Dan Howley points out, Apple's reluctance to beryllium the archetypal to rotation retired large AI upgrades — seen arsenic a weakness against its peers — has go a benignant of spot arsenic the AI commercialized faces upheaval.

As stocks struggled to regain their footing aft a bumpy commencement to the week, the tech assemblage remained nether unit astatine the commencement of the trading time connected Tuesday.

Here's a look astatine immoderate trending tech tickers moving connected the latest tech news:

AMD (AMD) banal jumped 5% connected quality of the chipmaker's multiyear statement with Meta (META) to proviso 6 gigawatts successful chips to the hyperscaler. Scroll down to work much astir the woody oregon cheque retired the afloat communicative here.

Oracle (ORCL) shares slipped further astatine the unfastened aft a study from The Information stated that the $500 cardinal Stargate task announced successful January 2025 to physique information centers has stalled aft months of disputes among Oracle, OpenAI (OPAI.PVT), and Softbank (SFTBY). As a result, the task missed its self-imposed extremity of delivering 10 gigawatts of AI computing capableness successful 2025.

International Business Machines (IBM) shares began to retrieve aft Anthropic's announcement that its Claude Code AI instrumentality could assistance modernize Common Business-Oriented Language, oregon COBOL code, which is utilized successful astir each ATM transactions successful the US. COBOL has been utilized successful galore of the endeavor systems IBM sells, starring investors to judge a halfway portion of its concern whitethorn beryllium threatened by AI disruption. IBM banal roseate much than 1%.

Alphabet (GOOG) stock slipped into the reddish astatine the unfastened aft its self-driving unit, Waymo, said it's expanding its robotaxi work successful Dallas, Houston, San Antonio, and Orlando.

Uber (UBER) stock edged higher aft the ride-hailing institution announced connected Monday that it would get SpotHero, a parking preservation app.