Trump announced Thursday that Mexico and Canada would face tariffs of 25% from March. 4 which had investors worried. Its not all bad news for the world's biggest chip maker Nvidia.

Nvidia Corporation Q4 earnings exceed expectations with strong AI-driven growth. Data Center revenue up 93% YOY; $50B buyback planned. Click for my NVDA update.

The company's forecast helps allay doubts around a slowdown in spending on its hardware. Revenue for the fourth quarter grew 78% to $39.3 billion, beating estimates.

Nvidia’s total market value as of the close Wednesday, before the release of its earnings report. That’s second in the S&P 500 behind Apple ($3.611 trillion). Microsoft is third with a market value just below $3 trillion ($2.972 trillion). Two years ago, Nvidia’s market value was below $600 billion.

Wall Street is once again fixated on Nvidia, as the main player in the artificial intelligence mania is set to report earnings after the bell Wednesday and give an update on demand for its semiconductors,

Nvidia’s fourth-quarter earnings show demand for its AI chips remains strong. WSJ Heard on the Street columnist Dan Gallagher explains why investors are still concerned about upcoming quarters.