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CNBC's "Fast Money"

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.91.3K Ratings

🗓️ 25 February 2026

⏱️ 44 minutes

🧾️ Download transcript

Summary

The AI and software trades get a big test with Nvidia and Salesforce reporting results. What a top tech analyst sees in store for the names, and the conference call headlines moving shares after hours. Plus, a rough day for homebuilders, the real read on consumer affordability with the CEO of Tanger Outlets, and a read on retail investor sentiment from Charles Schwab. Fast Money Disclaimer

Transcript

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0:00.0

Live from the NASDAQ market site in the heart of New York City's Times Square, this is fast money.

0:07.7

Here's what's on tap tonight.

0:09.1

Invidia shares higher by just under 3% after hours after the giant posted better than expected data center revenue gave solid guidance for Q1 sales.

0:17.2

Did these results give the green light for the markets?

0:19.2

We'll debate that.

0:20.4

And the real read on

0:21.6

retail shares of outlet operator Tanger hitting nearly 10-year highs after its latest earnings report.

0:27.1

We'll hear directly from CEO Stephen Yaloff about how his consumer is holding up and how deep affordability concerns really run.

0:34.5

Plus, a warning from Lowe takes down the whole housing trade. Kava shares soar after their latest report, and Bitcoin catches a much-needed bid, has the crypto space finally found its floor. I'm Melissa Lee. We are back at Studio B at the NASDAQ market site on the Destin-N-C-N-Symore. Tim Seymour, Carter, Braxtonworth, Guy Adami, and Julie Beal. We start off with earnings from the most valuable company in the market, shares of

0:56.2

Nvidia, up by 2.8% after the AI giant beat profit expectations posted data center revenue

1:01.8

that grew by 75%.

1:03.9

The conference call just kicking off at the top of the hour.

1:06.8

Christina Parts Nubles is here with the very latest.

1:08.7

Christina.

1:09.7

Well, the number that moved the stock really is you talked about at the Q1 Revenue

1:12.9

Guides, $78 billion ahead of both street and buyside estimates, that's your headline.

1:17.4

The quarter itself was driven by data center revenue up 20% sequentially helped by networking

1:22.1

products too, because that falls within the data center category.

1:25.0

That's the largest quarterly jump in company history,

1:30.0

with gross margins holding in the mid-70s.

1:33.6

Demand is strong enough that even older Hopper and Ampeer products are still sold out in the cloud,

1:35.6

according to the company in this slide deck they had.

...

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