3Before9

Nvidia Reports Q4 Earnings Today as Wall Street Holds Its Breath

Nvidia reports its fiscal Q4 2026 results after market close today, with analysts expecting $65.7 billion in revenue (up 67% YoY) and EPS of $1.53. All eyes are on Blackwell chip demand, China sales guidance, and the roadmap to the next-gen Rubin architecture. With hyperscalers committing a combined $650 billion in AI infrastructure spend this year, Jensen Huang's commentary will set the tone for whether the AI capex supercycle accelerates or hits the ROI wall investors are increasingly worried about.

ByteDance's Seedance 2.0 Goes Viral and Spooks Hollywood

ByteDance's new AI video model Seedance 2.0 has exploded across social media, generating hyper-realistic cinematic clips of celebrities in absurd scenarios within minutes. The tool is among the most advanced of its kind and has reignited anxiety over China's fast-evolving AI capabilities, particularly in creative industries. Hollywood is watching nervously as the gap between professional VFX and consumer-grade AI generation continues to narrow at breakneck speed.

Google and Sea Build Agentic AI Shopping Prototype for Shopee

Google and Singapore-headquartered Sea Ltd have signed an MOU to develop AI-powered tools across Shopee, Garena, and fintech arm Monee. The centrepiece is an agentic shopping prototype that can autonomously handle product discovery, engagement, and transactions across Shopee and Google platforms. With Shopee holding 52% of Southeast Asia's e-commerce market, the partnership signals a shift from conversational AI to task-executing agents embedded directly in the region's dominant commerce infrastructure.