LEARN MORE CLICK HERE MORE PROMOTIONSMesa Arts Center invites the community to ALT Fest (Art, Light, Technology), a free one-night festival transforming the campus into an immersive outdoor wonderland onFriday, March 13, from 6–10 p.m. Explore interactive art installations, live music, augmented and virtual reality experiences, hands-on art activities, studio demonstrations and food vendors while discovering the campus after dark.

The evening features performances by DJ Byron Fenix, MRCH and Mesa Synth across outdoor stages. A highlight of the night is a choreographed drone show at 8 p.m. on the south lawn. Guests can also experience installations and interactive projects from regional artists, wildlife encounters and family-friendly activities.

There is no charge to attend ALT Fest, and parking is free. Learn more at mesaartscenter.com.

Experience the Future: ALT Fest hits Mesa Arts Center March 13

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How Italy-Mexico will decide Team USA’s fate

Wednesday, March 11

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Italy faces Mexico tonight, and Team USA will be watching

Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know in baseball, while catching you up on fun and interesting stories you might have missed. Thanks for being here.

Today’s the final day of Pool Play in the World Baseball Classic, and we’re guaranteed a high-stakes slate.

Team USA wrapped up its opening round with last night’s narrow loss to Italy, finishing 3-1 in Pool B, but the Americans’ first-round fate is far from set. They’ll be glued to tonight’s Italy-Mexico game (7 ET on FS1), which will determine which two of the top three Pool B clubs — Italy, USA and Mexico — will advance to this weekend’s quarterfinals and which will go home.

Anthony Castrovince has a full rundown of the tiebreaker scenarios for Italy, USA and Mexico here.

HOW TO WATCH TONIGHT’S GAMES

Dominican Republic vs. Venezuela: Tonight at 8 ET on Tubi

A quick programming note for tonight’s two Classic games in light of a network update:

• At 7 p.m. ET, Italy vs. Mexico will air on FS1
• At 8 p.m. ET, Dominican Republic vs. Venezuela will air on Tubi

While both the D.R. and Venezuela have secured a trip to the quarterfinals after a 3-0 start to Pool D play, tonight’s matchup will directly affect this weekend’s matchups in Miami.

The winner of D.R.-Venezuela will face Korea, the Pool C runner-up, Friday at 6:30 p.m. ET on FS2. The loser will get an extra day of rest … but will need to go up against Japan, which went unbeaten in Pool C and is looking for its fourth World Baseball Classic title. That quarterfinal game will be played Saturday night at 9 ET on FOX.

So who has the edge in Pool D? If history is any indication, the Dominican Republic has an advantage, having won four of the five matchups between the two countries in Classic history. David Adler has more on this battle of unbeatens here.

WATCH LIVE: CANADA-CUBA ON FS2

You don’t need to wait until tonight to get your World Baseball Classic fix. If you’re reading this on Wednesday afternoon, there is a critical, win-or-go-home matchup unfolding right now on FS2!

Canada versus Cuba began at 3 p.m. ET today. The stakes are high and simple to understand: If Canada wins, it advances to the quarterfinals as the top seed in Pool A. If Cuba wins, it advances as the Pool A runner-up.

And the loser is eliminated, no matter what.

Both teams are 2-1. Canada defeated Pool A host Puerto Rico on Tuesday to put itself on the doorstep of reaching the WBC quarterfinals for the first time. Cuba lost to Puerto Rico but picked up wins against Colombia and Panama. It has made it to the quarters in each of its five Classic appearances but is still looking for its first tournament crown.

Stop what you’re doing — or at least finish this newsletter first — and go turn on FS2 or listen to a free audio stream here to follow the drama.

— Brian Murphy

FOOD BY THE BOATLOAD

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Lewis and Tolkien on War and Hope in Hard Times

The Light He Carried: Rediscovering the Art of Robert S. Duncanson

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Mar. 11, 2026 Prime Minister Winston Churchill inspects air raid damage in Battersea, south London, on Sept. 10, 1940. (Reg Speller/Fox Photos/Getty Images) Lewis and Tolkien on War and Hope in Hard Times BY WALKER LARSON

Lewis and Tolkien, no strangers to war, knew how to find light and hope in even the darkest days.

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Trump’s Plan May Undo 1933’s Biggest Financial Injustice

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Today’s editorial pick for you

NVIDIA: The Good, the Bad, and the Truth About the Company’s Earnings

Posted On Feb 26, 2026 by Chris Markoch

NVIDIA Corp. (NASDAQ: NVDA) reported earnings after the market closed on Feb. 25, and the results were better than expected. Or were they? Despite what many investors would view as a strong report, NVDA stock was down nearly 4% in midday trading the day after the report. That was up from session lows, but it still was an unexpected jolt to investors who hoped NVIDIA would be the tide that lifted many boats.

The Three Sides to Every Story
NVIDIA Blew the Doors Off
Oh Yeah, But What About 2028?
The Truth Coming Out of NVIDIA’s Earnings
This Looks Like a Solid Entry Point for NVDA Stock

This is a time when investors need to make their own assessment. To do that, it’s important to decide if the immediate response to the report has changed the fundamental outlook for NVDA stock.

The Three Sides to Every Story

In the hyperbolic world we live in, I find that there are frequently three sides to every story. The extremely positive, “everything is awesome” view. The extremely negative “software will take all our jobs” kind of view. And then there’s that funny little thing called the truth. It’s usually not the hot take that lives on the extremes, but if you’re an investor, it should be your north star.

That’s a little of what I see happening with NVIDIA stock after its report, which wasn’t just good, it was very good. But when you’re Josh Allen, just being as good as you were last year isn’t good enough to satisfy the haters.

With that said, let’s take a look at the three sides of NVIDIA’s report.

NVIDIA Blew the Doors Off

The numbers don’t lie. NVIDIA posted Q4 FY26 revenue of $68.1 billion, a staggering 73% jump year-over-year from $39.3 billion, and what the company called the largest quarter-over-quarter growth in its history. That alone should silence the skeptics, at least for now.

Data Center revenue — the engine driving this whole machine — surged to $62.3 billion combined across compute and networking. Compute alone hit $51.3 billion, up from $32.6 billion a year ago. Networking? Nearly quadrupled to $11 billion. These aren’t rounding errors. These are the kinds of numbers that rewrite expectations.

Earnings per share nearly doubled year-over-year on a GAAP basis, from $0.89 to $1.76. Gross margins expanded to 75%, and free cash flow exploded to $34.9 billion — more than double the prior year’s $15.5 billion. For context, that’s more free cash flow in a single quarter than most S&P 500 companies generate in a year.

Blackwell demand remains relentless. Even older Hopper and six-year-old Ampere-based products are sold out in the cloud. When your previous-generation hardware is still flying off the shelves, that’s not a bubble — that’s a backlog.

This was a strong report that should have removed concerns about an “AI bubble” in 2026 or 2027. But earnings reports are like progress reports that parents may receive about their students. Good or bad, they reveal what happened in the past. The future is still unknown. That takes us to the bearish case.

Oh Yeah, But What About 2028?

Let’s be clear that a 4% pullback in NVDA stock is hardly a catastrophe. But it’s a head scratcher, because the report was strong. And that was without NVIDIA reporting demand from China.

But the concern is about what’s on the horizon. Much like Palantir (NASDAQ: PLTR), analysts are not concerned about current demand, but about NVIDIA’s ability to keep that demand growing at these otherworldly levels once the AI cycle matures.

This argument isn’t completely about the size of the pie. It’s about how big NVIDIA’s slice will be. Right now, it’s still the leader by a significant margin. But as is the case with any market, competition brings down prices, and customers want to reduce what is seen as a single-supplier risk.

A third concern is about the company’s capital expenditures, which many investors have heard talked about as the “circular trade.” The concern is that this arrangement could create an AI spending loop. That benefits NVIDIA, until it doesn’t. What would happen if partners back away from their commitments?

These arguments, plus the news that Michael Burry pointed out imperfections in NVIDIA’s future numbers, landed with both retail and institutional investors.

But should it? Investor psychology is a funny thing.

The past performance doesn’t guarantee future results caution applies for NVIDIA bulls. However, the caution for bears is to not let the perfect be the enemy of the good.

The Truth Coming Out of NVIDIA’s Earnings

The response to NVIDIA’s results isn’t solely about NVIDIA. It’s about the growth of AI, which is happening faster than many of us imagine, and yet it’s still seen as being in its early stages. That means that enterprise customers are already using the top level of the AI stack, the application layer.

That demand is generating cash flow today, which will be reinvested in NVIDIA GPUs. It’s the flywheel effect that Jensen Yuang has talked about for several quarters.

I’m old enough to remember when the internet was a “novel idea.” At that time, it seemed technology was moving faster than our ability to keep up. Today, that seems more true than ever. Agentic AI is already here, but many analysts continue to look at hyperscaler investment as a quixotic bridge to nowhere.

But that bridge is getting built whether we’re ready or not. And NVIDIA’s products will be critical to that buildout. It’s the signal, not the noise.

The size of the pie may reach a steadier state, but it’s not likely to shrink. And much like many major cities have several bridges that act as thoroughfares, there will be room for other competitors to get their share of the pie. But that doesn’t mean NVIDIA will get less.

This Looks Like a Solid Entry Point for NVDA Stock

One tell I have for many earnings reports is what analysts have to say immediately after the report. In the case of NVIDIA, several analysts raised their price targets on the stock the day after the report. And many of the new targets are well above the consensus stock price of $264.53. That’s already more than 40% above the NVDA stock price as of this writing.

That means, if you’re looking at NVIDIA as a long-term hold, there’s no reason why this wouldn’t be a bullish entry point. Buyers and sellers have been bouncing the stock in a narrow range for some time without much conviction either way. But if you believe in the long-term story, NVDA stock has plenty of upside.

If you’re a trade, things may be trickier. The Mar. 27 options chain shows that there’s significant interest in call options at the $200 and $210 strike prices.

Headlines lift stocks in the short term. Results will eventually cause analysts to bid up a stock in spite of themselves.

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NVIDIA: The Good, the Bad, and the Truth About the Company’s Earnings

Table of Contents

The Three Sides to Every Story

NVIDIA Blew the Doors Off

Oh Yeah, But What About 2028?

The Truth Coming Out of NVIDIA’s Earnings

This Looks Like a Solid Entry Point for NVDA Stock

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