The company's fourth-quarter data center revenue - a proxy for its AI performance - jumped 69 per cent to $3.9 billion, ...

Shares of Super Micro Computer surged for a second straight session after it said it would give a second-quarter business update next week.

Google stock fell on Q4 results. Amazon earnings due Wednesday. Analysts are focused on capital spending and cloud computing growth.

NVIDIA (NASDAQ:NVDA) stock gained 3.5% Wednesday, bolstered by continued Capex spending boosts by hyperscalers and the ramping of its new Blackwell chip.