NVIDIA and Circle post blockbuster earnings
AI demand and stablecoin volume both just hit new highs
February 25 delivered the most significant earnings day of early 2026, and two companies stole the show.
NVIDIA (NVDA) proved demand for AI computing is still accelerating. Circle (CRCL) sent its stock up 35% in a single day, showing the world what a stablecoin business looks like when operating at scale.
On the surface, these are just a chipmaker and a crypto company reporting earnings. But here is why they matter together. Hundreds of billions of AI agents are about to enter the economy, and they need two things to function. They need computing power and they need digital dollars to pay for things.
NVIDIA powers the computing. Circle enables the payments. We went through their earnings to pull out what matters most for your next trades.
NVIDIA (NVDA): 73% revenue growth and still accelerating
The company crushed Q4 across the board:
Revenue hit $68.1 billion, up 73%.
Full-year sales topped $215.9 billion.
Gross margins reached 75.2%, the highest in 18 months.
Data center revenue climbed to $62.3 billion, up 75%.
Networking revenue surged 263% to nearly $11 billion.
NVIDIA now sells complete data center systems, not just chips. That widening moat leaves competitors scrambling to catch up.
Then CEO Jensen Huang raised the bar even higher. Q1 guidance blew past estimates with the company expecting around $78 billion, nearly 77% growth. He says the $500 billion chip order target will be surpassed. Enterprise AI spending is not slowing down.
Why the stock dipped after hours
When NVIDIA reported after the closing bell, the stock jumped 4% in extended hours trading. Then it gave back some of those gains.
The reason? An accounting change. Starting next quarter, NVIDIA will include employee stock compensation in its non GAAP numbers. Companies typically exclude these costs to present cleaner profits. By including them now, NVIDIA's future earnings will look lower on paper, which spooked some traders.
But here is the truth: the change affects how NVIDIA reports earnings, not how the business performs.
Circle (CRCL): 247% transaction volume explosion
The USDC issuer posted its first earnings since going public. The numbers surprised a lot of people. The stock surged 35%.
Revenue hit $770 million, up 77%.
Full-year adjusted EBITDA more than doubled to $582 million.
USDC circulation climbed to $75.3 billion, up 72%.
On-chain transaction volume hit $11.9 trillion in Q4, up 247%.
Circle also landed a strategic partnership with Polymarket, the world's largest prediction market, which will fully switch to native USDC settlement.
That means millions more transactions flowing through the network. The Circle Payments Network now connects 55 financial institutions, adding even more volume.
CEO Jeremy Allaire laid out a bigger vision: hundreds of billions of AI agents are coming, and they will need programmable digital dollars to transact. Circle's testnet already supports AI payments as low as a fraction of a penny, positioning the company to handle that future volume.
How to trade before markets open
Jensen Huang sees AI agents taking off. Jeremy Allaire is building the networks for them to pay. One provides the computing. The other powers the payments. Together, they point to where growth is headed.
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Disclaimer: This content is for informational purposes only and it is not financial advice. Always do your own research before trading.