Nvidia's earnings track record, Canada retaliates, Waymo's international push and more in Morning Squawk

The segment bundled Nvidia’s earnings history with separate geopolitical and mobility stories, rather than reporting a new company filing, quarterly release or management outlook. The available enrichment identifies fiscal-year revenue of $215.9B, up 65.5% year over year, for the year ended January 25, 2026, alongside a 71.1% gross margin, a 55.6% net margin and $4.90 in diluted EPS.

Those figures establish the operating backdrop for NVDA, but the story does not identify a new change to estimates, customer demand, export rules or the competitive position of Nvidia’s products. Canada’s retaliation and Waymo’s international push are separate items in the broadcast and do not provide a concrete mechanism for Nvidia’s earnings outlook.

The next useful evidence would be Nvidia’s next reported results and guidance, particularly any update to revenue growth, margins or forward demand. Until that event is dated, this item supports monitoring the established earnings record rather than a new directional trade.