Stock Market Daily

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 Thur...

TOP NEWS Nvidia's results beat estimates, forecast current-quarter revenue above market; Wall Street wants more cash return. Rare earth shortages worsen in US aerospace and chips despite trade truce. Musk touts California robotaxis, but Tesla did not seek permits in 2025. Paramount Skydance forecasts Q1 revenue below estimates due to legacy TV, but predicts strong streaming growth. Amazon refused permission to appeal go-ahead for UK lawsuits worth up to 4 billion pounds. BEFORE THE BELL Wall Street stock futures fell after Nvidia's lukewarm response and weak Salesforce earnings. Europe's benchmark index hit a record high; Japan's Nikkei traded near an all-time peak. Chinese stocks fell, ending a post-Lunar New Year rally. Yen bounced off lows; dollar was little changed. Oil prices fell due to rising U.S. crude inventories and physical market weakness. Gold rose due to uncertainty over U.S. tariff policy. STOCKS TO WATCH Agilent Technologies Inc: Q1 re...

The day presented mixed earnings results, with strong positive news from major players balancing out some negative guidance and surprises. Top Earnings News: NVIDIA (NVDA): Significantly beat Q4 fiscal 2026 earnings and revenue estimates. NVIDIA (NVDA): Provided Q1 fiscal 2026 earnings and revenue guidance above consensus. Positive Guidance: StandardAero (SARO): Projected 2026 earnings and revenue above estimates. Other companies with positive guidance include IonQ (IONQ), Sterling Construction (STRL), Centuri (CTRI), Chatham Lodging (CLDT), and LeMaitre (LMAT). Negative Guidance: ODDITY Tech (ODD): Expected Q1 revenue below consensus estimates. Other companies with negative guidance include C3.ai (AI), MGP Ingredients (MGPI), eHealth (EHTH), and Innoviz (INVZ). Veeco (VECO) guided Q1 below estimates but in-line for the full year. Top Surprises: Positive Surprise: GeoPark Limited (GPRK): Beat Q4 2025 ea...

Market Snapshot Dow: +307.65 (0.63%) to 49481.04 Nasdaq: +288.40 (1.26%) to 23152.09 SP 500: +58.06 (0.84%) to 6948.12 NYSE: Advancers 1578, Decliners 1140, Volume 1.22 bln Nasdaq: Advancers 3165, Decliners 1557, Volume 8.51 bln Industry Watch Strong: Information Technology, Communication Services, Financials Weak: Energy, Industrials, Materials, Consumer Staples, Real Estate Moving the Market Solid gains in mega-cap and tech names ahead of NVIDIA's (NVDA) earnings. Continued bargain hunting across software names. Broader market mixed. Pronounced weakness in homebuilders after Lowe's (LOW) disappointing guidance. Overall Market: Stock market had another solid session, with tech leadership pushing S&P 500, Nasdaq Composite, and DJIA higher. S&P 500 closed above its 50-day moving average. Information Technology Sector: Led the advance (+1.8%). iShares GS Software ETF (+3.1%) saw gains. AppLovin (APP) a standout; Salesforce (CRM) and Snowf...

COMING UP IN U.S. Department of Labor to release weekly jobless claims data. Initial claims likely rose to 215,000. Continued jobless claims likely dropped to 1.858 million. Federal Reserve Vice Chair Michelle Bowman to testify on an update from prudential regulators. Dell expected to report fourth-quarter revenue, driven by AI-powered servers. Investors to watch commentary on memory chip crisis and PC shipments. U.S. TOP NEWS Eleven US states urge DOJ to thoroughly probe Netflix-Warner Bros. deal, citing threats to US dominance in movies. Woman suing Meta, YouTube over social media addiction to testify about mental health impact. Lowe's forecasts cautious full-year sales and profit, below estimates, due to stagnant housing market and guarded consumer spending. White House to host Big Tech (Microsoft, Anthropic, Meta Platforms) to formalize a deal to shield consumers from rising power costs. Google to test changes to search results, giving rivals more prominence, to a...

S&P 500 6,890.07 (+52.32, 0.77%) Dow Jones 49,174.50 (+370.44, 0.76%) NASDAQ 22,863.68 (+236.41, 1.04%) Market close: February 24, 2026 Stock Market Today US stock futures steady after Trump's State of the Union address. Anticipation for Nvidia's earnings report. Dow Jones Industrial Average and S&P 500 futures traded roughly flat. Nasdaq 100 futures rose 0.2%. Followed a strong Tuesday session with S&P 500, Nasdaq Composite, and Dow rising as investors rotated into technology. EdgeUp Nvidia To report Q4 earnings after the bell on Wednesday, most anticipated of the season. Ahead of annual GTC 2026 event for major product announcements. Follows launch of Vera Rubin AI superchip in January. Workday Shares fell ~10% premarket due to downbeat revenue outlook. Corporations pulling back on spending amid macroeconomic uncertainty. AI startup Anthropic's new enterprise tools fuel worries about traditional software vendors. Forecast subscriptio...

TOP NEWS Warner Bros Discovery reopens door to Paramount Skydance after rival bidder raised offer. Options traders pricing Nvidia's smallest post-earnings swing in three years (implied 5.6% move). HP expects memory chip volatility into next year, warns of PC sales slump. Workday forecasts fiscal 2027 subscription revenue below estimates, shares fall due to slower client wins. Woman suing Meta, YouTube over social media addiction to testify at trial. BEFORE THE BELL All eyes on Nvidia ahead of earnings; U.S. stock index futures ticking higher, markets steady. Nvidia expected to report strong revenue and forward guidance, especially for AI-driven data-centre demand. European shares rose, underpinned by rebound in financials after HSBC raised lending target; easing worries about new AI models. Asian markets saw Japan's Nikkei climb to a record high on tech stocks and waning rate hike expectations; China and Hong Kong equities finished higher on rare earth/metal names....