New York, February 15, 2026, 10:03 (ET) — The market has closed.
- Nvidia shares slipped on Friday, as investors eyed the upcoming Feb. 25 results.
- CEO Jensen Huang has pulled out of traveling to India for next week’s high-profile AI summit.
- Presidents Day on Monday keeps U.S. markets shut, cutting the trading week short.
Nvidia ended Friday down 2.2%, closing at $182.81. That puts the AI-chip giant on the defensive as it moves into the holiday-shortened week.
Nvidia’s stock continues to weigh on the market, given its central role in the AI ramp-up—and the uncertainty around just how long buyers will keep funneling cash into training and deploying new models. The company is set to report earnings later this month. Ahead of the holiday weekend, traders have already pared back exposure, opting to wait for a more concrete signal.
With U.S. stock markets shut down Monday for Presidents Day and set to open again Tuesday, traders face a condensed week ahead. Any news that drops during the holiday lull could hit harder, with fewer people at their desks to respond. (Nasdaq)
Nvidia over the weekend said CEO Jensen Huang won’t be making the trip to India next week for the India AI Impact Summit, where his appearance had generated plenty of buzz. The company’s media agency in India cited “unforeseen circumstances” in an email explaining Huang’s change of plans. He had been scheduled for a press event in New Delhi on Wednesday. (Reuters)
Big tech stocks remained turbulent, fueling the latest drop. “Large cap tech stocks continue to be an anchor on the market and any whiff of optimism continues to get rejected,” wrote Michael James, managing director at Rosenblatt Securities, in a Friday note as investors prepared for the three-day weekend. (Reuters)
Nvidia is on deck to deliver adjusted earnings of $1.49 a share and revenue near $65.58 billion for the January quarter, according to Barron’s. Focus is turning to the company’s “guidance” for April—standard Wall Street lingo. Barron’s also notes some investors are now targeting April-quarter revenue as high as $74 billion to $75 billion, topping the consensus of $71.59 billion. That spread highlights just how lofty expectations have become. (Barron’s)
Nvidia plans to release its fourth-quarter and full-year numbers this Wednesday, Feb. 25, with results expected around 1:20 p.m. PT. CFO Colette Kress will provide written commentary at the same time, and a conference call is set for 2 p.m. PT (5 p.m. ET). Details are available in the NVIDIA Newsroom.
With the shorter week on deck, eyes will be on whether the latest round of AI news keeps sparking sudden swings in tech and other sectors — bursts that have unsettled traders despite a steadier economic backdrop. “AI scare” trades aren’t just a software story anymore, Reuters noted this week; the frenzy is hitting a broader set of names, sending stocks on sharp moves as bets shift over potential winners and those left behind. (Reuters)
Nvidia’s immediate concern is more straightforward: the Feb. 25 print has expectations piled high, and the stock tends to punish even a hint of slower growth or a softer forecast. Even a strong quarter could disappoint if guidance doesn’t top what traders have already built into their models.
All eyes are on Nvidia’s Feb. 25 earnings and what management says about the April quarter—investors see this as the moment of truth, especially after weeks stuck in a trading rut.
