Nvidia Stock Rises After Meta Deal, Sets Q4 Earnings for Feb. 25
Nvidia stock jumped after securing a hardware-supply deal with Meta and set its Q4 earnings date for February 25, while industry peers reported 37% January sales growth at TSMC that underscores accelerating AI demand. The chipmaker also fully exited its minor stake in Recursion Pharmaceuticals to refocus its investment portfolio.
1. Nvidia Secures Hardware Deal with Meta
Nvidia agreed to supply Meta with its latest generation of GPUs and AI accelerators, a deal that sent shares higher on expectations of increased enterprise demand. The partnership underscores Nvidia’s leadership in providing infrastructure for large-scale AI workloads.
2. Q4 Earnings Date Set for February 25 as AI Demand Accelerates
The chipmaker scheduled its Q4 2025 earnings release for February 25, marking the end of a strong reporting season. Industry data showing 123% sales growth at Super Micro Computer and 37% January sales growth at TSMC points to robust AI-driven server demand that could boost Nvidia’s revenue and guidance.
3. Nvidia Exits Recursion Pharmaceuticals Stake to Refocus Portfolio
Regulatory filings reveal Nvidia fully divested its stake in Recursion Pharmaceuticals as of December 31, along with exits from other small AI-related investments. This move reflects a strategic shift toward core partnerships and product-driven growth rather than minority holdings.