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Oliver Buchannon
StockMinded
Nvidia Delivers Record $68.1B Quarter – AI Supercycle Accelerates Again

Feb 25, 2026

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4 min read

Nvidia Delivers Record $68.1B Quarter – AI Supercycle Accelerates Again

Nvidia posts $68.1B in revenue, 75% gross margins, $62.3B in Data Center sales, and guides Q1 to ~$78B. Here’s what it means for AI, semis, and the broader market.

StockMinded
StockMinded
Special Edition – Nvidia Earnings Today: The Most Important Print of the Quarter

Feb 25, 2026

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5 min read

Special Edition – Nvidia Earnings Today: The Most Important Print of the Quarter

Nvidia reports today — and the results could reset the entire AI trade. Here’s what matters, what to watch, and what’s at stake.

StockMinded
StockMinded
StockMinded Daily – Spotify, Ford & Robinhood on Deck + Oracle Upgrade and AI Watchlist Moves

Feb 9, 2026

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5 min read

StockMinded Daily – Spotify, Ford & Robinhood on Deck + Oracle Upgrade and AI Watchlist Moves

Earnings previews lead the tape today (Spotify, Ford, Robinhood, Barclays), Oracle catches an upgrade, and DataVault AI stays on the momentum radar.

StockMinded
StockMinded
StockMinded Week Ahead – CPI + Jobs Data, Big Earnings, and a Volatility-First Tape

Feb 8, 2026

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4 min read

StockMinded Week Ahead – CPI + Jobs Data, Big Earnings, and a Volatility-First Tape

The market heads into Feb 9–13 with delayed U.S. jobs + CPI prints, retail sales, and a packed earnings slate (Cisco, Coca-Cola, McDonald’s, Airbnb, Coinbase, Applied Materials).

StockMinded
StockMinded
StockMinded Daily – ASML Fuels the AI Supercycle, Amazon Cuts Deeper, Chips Back in Focus

Jan 28, 2026

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4 min read

StockMinded Daily – ASML Fuels the AI Supercycle, Amazon Cuts Deeper, Chips Back in Focus

ASML’s earnings reinforce the AI capex cycle, Amazon announces major corporate layoffs, Intel and Nvidia CFOs frame the next phase of AI infrastructure, Broadcom’s ASIC push gains attention, and AT&T reports Q4 results.

StockMinded
StockMinded
StockMinded Daily – Big Tech Earnings Countdown: Tesla, Meta & Microsoft in Focus

Jan 27, 2026

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4 min read

StockMinded Daily – Big Tech Earnings Countdown: Tesla, Meta & Microsoft in Focus

A pivotal earnings stretch begins with Tesla and Meta reporting Q4 results, while Microsoft’s cloud and AI narrative takes center stage tomorrow.

StockMinded
StockMinded
StockMinded Daily – Nvidia & CoreWeave Signal AI Demand, Metals Catch a Bid, LVMH & Boeing in Focus

Jan 26, 2026

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4 min read

StockMinded Daily – Nvidia & CoreWeave Signal AI Demand, Metals Catch a Bid, LVMH & Boeing in Focus

Nvidia’s ties to CoreWeave underscore AI infrastructure momentum, gold and silver push higher, and earnings previews for LVMH and Boeing set the tone for the week.

StockMinded
StockMinded
StockMinded Daily – Intel Outlook Mixed, China Greenlights Nvidia Orders & Wall Street Weighs the Signals

Jan 23, 2026

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4 min read

StockMinded Daily – Intel Outlook Mixed, China Greenlights Nvidia Orders & Wall Street Weighs the Signals

Intel’s Q1 2026 outlook sparks debate, China approves Nvidia H200 orders, and U.S. equities digest a mixed macro–earnings backdrop.

StockMinded
StockMinded
StockMinded Daily – Markets Rebound, AMD Extends AI Run, Microsoft Lands Air Force Win

Jan 22, 2026

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5 min read

StockMinded Daily – Markets Rebound, AMD Extends AI Run, Microsoft Lands Air Force Win

Wall Street rises as Greenland fears ease, AMD stretches its AI hardware rally, UnitedHealth outlines ACA profitability into 2026, P&G reports FY26 results, Microsoft secures a major U.S. Air Force cloud contract, and PayPal expands commerce with a new acquisition.

StockMinded
StockMinded
StockMinded Daily – Volatility Spikes, AI Bets Deepen, Nebius Powers Up & Metals Catch a Bid

Jan 20, 2026

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5 min read

StockMinded Daily – Volatility Spikes, AI Bets Deepen, Nebius Powers Up & Metals Catch a Bid

The VIX jumps above 20 on geopolitical jitters, Alphabet leans into Gemini + cloud AI, Nebius unveils a new supercomputer in Israel, gold and silver climb on tariff risk, and Trump’s Greenland comments ripple through markets.

StockMinded
StockMinded
StockMinded Daily – Earnings Kick Off, Trump Tariff Talk, Netflix Preview & Tesla’s Dojo Push

Jan 19, 2026

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4 min read

StockMinded Daily – Earnings Kick Off, Trump Tariff Talk, Netflix Preview & Tesla’s Dojo Push

A catalyst-heavy week begins with major earnings, renewed tariff headlines from Trump, Netflix’s Q4 preview, and Tesla’s next-gen chip ambitions.

StockMinded
StockMinded
StockMinded Daily – Amazon’s Alexa.com AI Pivot, Lilly–Nimbus Deal, Palantir Flows

Jan 6, 2026

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5 min read

StockMinded Daily – Amazon’s Alexa.com AI Pivot, Lilly–Nimbus Deal, Palantir Flows

Amazon turns Alexa.com into an AI investing hub, Eli Lilly teams up with Nimbus, Palantir sees fresh fund flows.

StockMinded
StockMinded
StockMinded Daily – TSMC Jumps on AI Demand, Novo’s Wegovy Pill, Crypto Buys & Oil Shock

Jan 5, 2026

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6 min read

StockMinded Daily – TSMC Jumps on AI Demand, Novo’s Wegovy Pill, Crypto Buys & Oil Shock

AI demand lifts TSMC, Novo Nordisk advances a $149/month Wegovy pill, MicroStrategy adds more Bitcoin, IBM gets a 2026 upgrade, and Venezuela headlines jolt oil and U.S. stocks.

StockMinded
StockMinded

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