Nvidia rises after earnings beat Wall Street's expectations, lifting AI-related crypto stocks

Markets Share Share this article Copy link X icon X (Twitter) LinkedIn Facebook Email Nvidia rises after earnings beat Wall Street's expectations, lifting AI-related crypto stocks The AI bellwether reported $68 billion revenue last quarter, expecting it to grow to $78 billion next quarter. By James Van Straten , Krisztian Sandor Feb 25, 2026, 9:52 p.m. Make us preferred on Google Nvidia logo (modified by CoinDesk) What to know : Nvidia beat fourth-quarter expectations, posting revenue of over $68 billion. Shares rose 1.4% during Wednesday’s session and moved 3% higher in after-hours trading. Bitcoin remained above $69,000 near session highs, while AI-linked crypto tokens TAO, ICP and AI-focused bitcoin mining stocks saw modest gains after the results. Nvidia(NVDA), the world’s largest public company by market value and bellwether for the AI sector, once again topped Wall Street expectations for the fourth quarter, reporting results after the close of U.S. markets on Wednesday. The chipmaker beat estimates, reporting revenue of $68.1 billion, a 73% increase from a year earlier, as continued AI-related capital spending fueled strong demand for its chips. It also reported adjusted earnings per share of $1.62, beating estimates. Wall Street analysts expected Nvidia to report approximately $66.1 billion in revenue and $1.54 in adjusted EPS, according to FactSet data. Shares rose nearly 3% in post-market trading on Wednesday following the earnings release. Investors are now focused on guidance. Nvidia expects first-quarter revenue of around $78 billion, up from analyst expectations of $72.9 billion, setting the tone for the next phase of AI-driven growth. The chip-making giant also said that its Data Center revenue for the fourth quarter was a record $62.3 billion, up 75% from a year ago and up 22% from the prior quarter, driven by the "major platform shifts – accelerated computing and AI." Following the results and outlook, bitcoin remained at session highs around $69,500 after a 10% rally from Tuesday's lows. AI-focused crypto tokens such as Bittensor (TAO) and Internet Computer (ICP) added to their gains. Crypto miners, increasingly linked to AI and high-performance computing infrastructure, also saw modest gains following Nvidia's report. IREN (IREN), Cipher Digital (CIFR), and TeraWulf (WULF were 1%-2% higher in after-hours trading. The company will host a conference call at 5 p.m. ET, where investors will be listening closely for further signals on the next phase of the AI infrastructure buildout. Nvidia Quarterly Earnings Bitcoin News Artificial Intelligence More For You What early Bitcoin architect Adam Back thinks of this cycle By Helene Braun | Edited by Nikhilesh De 3 hours ago Cited in the 2008 Bitcoin white paper, Back argued volatility is typical even as regulatory clarity and institutional access expands. What to know : Adam Back, an early Bitcoin figure cited in the original white paper, said the cryptocurrency’s recent slide is consistent with past four-year cycles and reflects inherent volatility rather than a broken thesis. Despite a more supportive U.S. policy environment and the launch of spot bitcoin exchange-traded funds, bitcoin has fallen about 26% over the past year while traditional havens like gold and silver have rallied. Back argued that institutional participation in bitcoin is still in its early stages and that broader adoption over time should temper price swings. Read full story Latest Crypto News MrBeast editor nabbed by prediction market firm Kalshi for alleged insider trading 2 hours ago What early Bitcoin architect Adam Back thinks of this cycle 3 hours ago Blockfills co-founder and CEO Nicholas Hammer has stepped down 4 hours ago The UK is picking winners for its digital dollar future while Coinbase CEO cries foul 4 hours ago Tether invests $200 million in digital marketplace Whop to expand stablecoin payments 4 hours ago Crypto Long & Short: When ETF options start driving bitcoin 4 hours ago Top Stories Bitcoin climbs above $68,500, Circle leads crypto stocks higher, as bounce strengthens 6 hours ago A $100 million crypto campaign fund with a pro-Trump vibe so far failed to show up 4 hours ago Endowment funds eye crypto allocations amid tougher return outlook for traditional investments 7 hours ago The chief of the SEC is headlining an event sponsored by a crypto firm at war with it 7 hours ago Circle Q4 earnings beat estimates as USDC issuance grows, shares surge 9 hours ago Vitalik Buterin sold 17,000 ETH this month as ether fell 37% 14 hours ago