Nvidia beats on Q4 expectations and offers better-than-anticipated Q1 outlook

-

Daily Edge by TradeZero

  • Market Close: February 25, 2026

    • S&P 500: 6,946.13 (+0.81%)
    • Dow Jones: 49,482.15 (+0.63%)
    • NASDAQ: 23,152.08 (+1.26%)

  • Breaking News

    • Nvidia exceeded Q4 earnings and revenue expectations.
    • Offered better-than-anticipated Q1 guidance (excluding China revenue).
    • Q4 EPS: $1.62 (vs. $1.53 estimate); Revenue: $68.1 billion (vs. $65.8 billion estimate).

  • EdgeUp

    • Intuit stock: Jumped 6.3% on an Anthropic AI deal, ahead of earnings, amidst generative AI concerns impacting subscription models.
    • Array Tech Stock: Plunged 24% after Q4 report, met EPS estimates but reported weak forward guidance; revenue beat estimates but was down year-over-year. CEO highlighted a record orderbook.
    • Nvidia CEO: Jensen Huang emphasizes Nvidia's growing focus on general-purpose CPUs, positioning for renewed competition with Intel and AMD.
    • Schneider Electric: Beat profit expectations due to robust data center demand; announced CFO change. Stock hit a record high.

  • Tech Thursday

    • Apple in Talks With Banks: Discussions underway with major Indian banks and global card networks to launch Apple Pay in India by mid-2026.

  • Top 5 Movers In Early Pre-Market (4:00 AM - 7:00 AM ET)

    1. HCTI (Healthcare Triangle, Inc.): +69.19%
    2. BFLY (Butterfly Network, Inc.): +28.39%
    3. NTNX (Nutanix, Inc.): +22.32%
    4. IONQ (IonQ, Inc.): +15.36%
    5. CELH (Celsius Holdings, Inc.): +14.60%

  • Today’s Economic Dates

    • 8:30 AM ET: Initial jobless claims (Feb. 21)
    • 10:00 AM ET: Fed Vice Chair for Supervision Michelle Bowman testifies to Congress

  • Yesterday’s Biggest Movers (February 25, 9:30 AM - 4:00 PM ET)

    1. ALOY (REalloys Inc.): +63.23% (No notable news)
    2. LRMR (Larimar Therapeutics, Inc.): +61.25% (Announced pricing of a $100 million underwritten public offering)
    3. CDIO (Cardio Diagnostics Holdings, Inc.): +60.42% (No notable news)

  • Today’s Notable Earnings (Q4 2025, Before Market Open)

    • Hafnia (HAFN): Estimate: $0.240, Actual: $0.220
    • Euronav (CMBT): Estimate: $0.340, Actual: $0.310
    • argenx (ARGX): Estimate: $5.640, Actual: $8.020

Comments

Post a Comment