What did Nvidia report and why did shares firm?

Nvidia beat Q4 estimates and guided Q1 revenue to $78 billion. Management said China is excluded from the outlook and highlighted strong AI demand, lifting confidence in near-term growth. Data center revenue climbed 75% year over year, signaling resilient spending by hyperscalers and enterprises.

Is NVDA stock today overbought on technicals?

Short-term momentum is strong, with RSI at 61.29, Stochastics near 92, and CCI at 141, which is elevated. That mix often precedes brief pullbacks. Traders can watch the Bollinger middle band around 187 for potential support and use ATR near 5.84 to size stops.

How can Hong Kong investors think about currency for NVDA?

NVDA trades in USD, but the HKD is pegged to USD, which limits currency swings. For reference, using 7.80 HKD per USD helps translate values when planning orders and risk. Still, factor in fees, spreads, and overnight moves when executing during Asia hours.

What are the key risks after the strong guidance?

Main risks include export restrictions to China, supply-chain bottlenecks, and rising competition in AI accelerators and networking. Nvidia excluded China from guidance, which supports visibility, but changes in policy, component availability, or customer capex could still affect quarterly delivery and margins.

Global Market Insights

NVDA Stock Today: Beat, $78B Q1 Guide, Data Center +75% — February 26

ByDanny Kontos February 26, 2026February 26, 2026

NVDA stock today is in focus for Hong Kong investors after Nvidia delivered a clear earnings beat and guided Q1 revenue to $78 billion. Data center revenue rose 75% year over year as AI spending stayed firm at major cloud platforms. Shares of NVDA moved higher as management detailed supply growth beyond Asia and excluded China from guidance. Using 7.80 HKD per USD, the Q1 guide equals about HK$608 billion. We outline what changed, where valuation stands, and practical trading levels for investors in Hong Kong.