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NASDAQ:NVDA 26 February 2026 - 3 March 2026

Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia shares dropped 2.2% to $178.52 Tuesday morning, trailing a broad tech selloff that hit the Nasdaq and optics suppliers. The company announced $2 billion investments each in Lumentum and Coherent for advanced optics, but both suppliers’ stocks also fell sharply. Traders are watching for updates at Nvidia’s GTC event later this month.
Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia shares rose 3% in after-hours trading Monday after announcing $2 billion investments each in Lumentum and Coherent for advanced optics used in AI data centers. Coherent disclosed it sold nearly 7.8 million shares to Nvidia at $256.80 each. Both deals secure future supply of photonics components. Investors await product updates at Nvidia’s GTC event later this month.
US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

Nvidia and Microsoft gains kept the S&P 500 near flat Monday, while airline and cruise stocks fell as Brent crude surged over 7% after Middle East tensions. ISM’s February factory PMI stayed in expansion at 52.4, but input prices jumped to the highest since October 2022. The Dow slipped 0.20%, Nasdaq rose 0.22%. Investors await key jobs and services data later this week.
Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia shares rose 1.5% to $179.80 in early trading Monday, bucking declines in chip stocks and the broader market. The company announced $2 billion investments each in Lumentum and Coherent, tied to multiyear supply agreements for advanced optics used in data centers. The moves come ahead of Nvidia’s GTC conference later this month. The Nasdaq was down 0.6% and the S&P 500 slipped 0.5%.
Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia shares fell 4.2% to $177.19 Friday after a sharp post-earnings drop. Investors weighed reports of a new AI processor platform possibly debuting at GTC next month and OpenAI’s $110 billion fundraising, including $30 billion from Nvidia. Broader markets also slid after hotter-than-expected U.S. producer price data renewed rate cut uncertainty.
Shanghai Composite ends week higher after Lunar New Year — what to watch on the Shanghai Stock Exchange

Shanghai Composite ends week higher after Lunar New Year — what to watch on the Shanghai Stock Exchange

The Shanghai Composite Index closed up 0.39% at 4,162.88 on Friday, gaining 1.1% since trading resumed after the Lunar New Year break. Turnover in A-shares rose 24% to 2.43 trillion yuan in mid-February. The CSI300 blue-chip index fell 0.3%, while rare earth stocks surged and real estate shares dropped after new property rules. Beijing’s “Two Sessions” meetings begin March 4.
28 February 2026
Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

The Nasdaq Composite fell 0.9% Friday to 22,668.21, ending its worst month since March 2025. Tech and financial shares led declines as inflation data and AI disruption fears weighed on sentiment. Nvidia dropped 4.2%, while Zscaler slid 12.2% after earnings. Focus turns to the March 6 U.S. jobs report and Broadcom results.
Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft shares fell 2.2% to $392.74 Friday, holding steady after hours. OpenAI announced a $110 billion funding round valuing it at $840 billion, with Amazon, Nvidia, and SoftBank investing. OpenAI named AWS as exclusive cloud provider for its Frontier platform, while Microsoft Azure remains exclusive for OpenAI APIs. Both firms said the new deals do not alter their existing partnership.
Nvidia stock price slides again as NVDA selloff deepens after earnings beat

Nvidia stock price slides again as NVDA selloff deepens after earnings beat

Nvidia shares fell 3.3% to $178.79 on Friday, extending a post-earnings slide that began with a 5.5% drop Thursday, erasing $260 billion in market value. The company reported record quarterly revenue and raised its outlook but excluded China data center compute revenue from its current-quarter forecast. Investors cited concerns over AI spending returns and rising competition.
Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia shares fell 2.4% Friday, extending losses after a steep drop post-earnings, and pulling other AI-linked tech stocks lower. The Dow dropped 1.22%, S&P 500 lost 0.66%, and Nasdaq slid 0.99% in late morning trading. Hotter-than-expected U.S. producer prices fueled inflation concerns and pressured high-valuation tech names. Global equity fund inflows hit a five-week low as investors grew cautious.
Dow Jones today: Why the index is down more than 600 points on inflation and AI nerves

Dow Jones today: Why the index is down more than 600 points on inflation and AI nerves

The Dow Jones Industrial Average dropped over 600 points, or 1.22%, by midday Friday after January’s producer inflation rose 0.5%, exceeding forecasts. S&P 500 and Nasdaq also fell, heading for their worst month since March 2025. American Express and Goldman Sachs accounted for most of the Dow’s decline. Investors focused on upcoming jobs and inflation data before the Fed’s March meeting.
Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Advanced Micro Devices shares fell 1.6% to $200.43 in mid-morning New York trade Friday, tracking declines across chip stocks after U.S. producer prices rose 0.5% in January, above forecasts. The Philadelphia Semiconductor Index dropped about 1.1%. Nvidia shares also fell Thursday despite strong results. Investors are watching for Broadcom earnings March 4 and the U.S. jobs report March 6.
XRP price today: XRP slips after Nvidia-led crypto rebound fades; Friday options expiry in focus

XRP price today: XRP slips after Nvidia-led crypto rebound fades; Friday options expiry in focus

XRP fell about 6% in the past 24 hours to near $1.39, according to CoinMarketCap, after a late pullback in risk assets and Wall Street’s Nvidia-driven reversal. Spot XRP ETF net inflows reached $3.09 million Wednesday, while XRP futures open interest hit its lowest since January 2025. Traders are watching Friday’s $10.5 billion bitcoin options expiry for further market moves.
27 February 2026
CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave shares slipped 0.8% to $97.29 Thursday ahead of earnings due after the close. Investors are focused on data-center financing tied to Nvidia and Meta, with Bloomberg reporting an $8.5 billion loan backed by Meta contracts. Analysts expect a quarterly loss and revenue of $1.53 billion. The Nasdaq fell 1.3% and Nvidia dropped over 5% in afternoon trading.
Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

Nvidia shares dropped 4% to $187.60 Thursday despite record quarterly revenue of $68.1 billion and a strong outlook. The decline dragged chip stocks and the Nasdaq lower as investors questioned valuations and cash returns. By late morning, the Nasdaq was down 1.5% and the S&P 500 fell 0.87%. Nvidia said it returned $41.1 billion to shareholders in fiscal 2026.
26 February 2026
Applied Materials stock slides after fresh high as Nvidia cools the AI trade

Applied Materials stock slides after fresh high as Nvidia cools the AI trade

Applied Materials shares fell 5.45% to $373.43 by midday Thursday after hitting a record high the previous session. Director Judy Bruner sold nearly $1.5 million in stock on Feb. 23. The drop followed weakness in chip and AI-related stocks after Nvidia declined. Applied recently agreed to pay $252.5 million to settle a U.S. export-controls inquiry tied to China shipments.
Sandisk stock price jumps in premarket as AI-memory headlines collide with Citron short call

Sandisk stock price jumps in premarket as AI-memory headlines collide with Citron short call

Sandisk shares rose about 5% in premarket trading Thursday after announcing a consortium with SK hynix to standardize High Bandwidth Flash for AI systems. The move follows a 5% drop Tuesday after Citron’s Andrew Left disclosed a short position, arguing the stock is overvalued. Sandisk closed Wednesday at $632.38, down 0.96%.
Nvidia stock (NVDA) set for premarket test after $78B sales outlook

Nvidia stock (NVDA) set for premarket test after $78B sales outlook

Nvidia forecast first-quarter revenue of $78 billion, beating Wall Street estimates. Shares closed at $195.56 on Wednesday and were flat after hours, but rose 1.4% in early Frankfurt trading Thursday. The company reported $68.1 billion in fourth-quarter revenue and said its outlook excludes China data-center sales. Investors remain focused on AI demand, chip supply, and spending by major tech firms.
26 February 2026
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Stock Market Today

  • Kinross Gold Unveils Major Share Buyback, Signaling Confidence in Cash Flow
    March 24, 2026, 5:12 AM EDT. Kinross Gold Corporation (TSX:K) announced a significant share repurchase plan to buy back up to 8.7% of its shares by March 2027, highlighting management's trust in its balance sheet and cash flow strength. The buyback coincides with steady production guidance of 2 million gold equivalent ounces annually through 2028, with revenue projected to reach $6.4 billion and earnings around $1.5 billion by then. However, rising costs and permitting challenges remain key risks that could impact margins and future production. While some analysts forecast more optimistic earnings, the buyback underscores Kinross's strategy to return value amidst operational uncertainties. Investors are advised to weigh diverse outlooks carefully to assess the impact on long-term returns.
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