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Earnings Reports 25 February 2026 - 26 February 2026

Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia shares moved higher in extended trading on Wednesday after the AI chip bellwether projected first-quarter revenue of about $78 billion, topping market estimates as Big Tech keeps spending on data centers. The company also beat expectations for January-quarter sales and profit, while flagging that its outlook does not assume any data center compute revenue from China and that it recently received U.S. licenses to ship only “small amounts” of its H200 chips to customers there, according to the company.
Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

U.S. stocks advanced Wednesday, sending both the S&P 500 and Nasdaq to their highest levels in two weeks, as megacap tech names rallied ahead of Nvidia’s earnings due out later. By 11:44 a.m. ET, the Dow Jones Industrial Average was up 212.40 points, or 0.43%. The S&P 500 gained 46.01, or 0.67%, while the Nasdaq Composite jumped 244.31 points, up 1.07%. Nvidia shares popped 2.2%, helping lift the Philadelphia SE Semiconductor Index to an all-time high. Options markets had been pointing to about a 5.6% swing in Nvidia post-earnings, reflecting bets on volatility. BNY’s Bob Savage described the setup simply: “focus on AI will continue” with the report.
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#1 STRONG BUY

Xylem

NYSE: XYL 94 / 100
#2 STRONG BUY

AerCap

NYSE: AER 92 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 BUY

Chevron

NYSE: CVX 86 / 100
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UPS

NYSE: UPS 84 / 100
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