Xin Lang Cai Jing·2026-02-25 14:36Group 1 - Major U.S. stock indices opened higher, supported by the rise in Nvidia and Oracle shares, continuing the upward trend from the previous trading day [1] - Nvidia, Snowflake, and other companies are set to announce their earnings, with investors reassessing high valuations in tech stocks and expressing concerns over large-scale companies' substantial AI capital expenditures [3] - Nvidia's recent performance has lagged behind its peers in the chip industry, coinciding with the Nasdaq 100 index's failure to reach new highs since late October last year, and a rotation of funds away from tech stocks [3] Group 2 - Oracle's stock rose over 2%, continuing the rebound in software stocks, with Oppenheimer upgrading its rating, citing a favorable risk-reward ratio after recent pullbacks [3] - The software sector continued its upward trend, with the iShares Expanded Tech-Software Sector ETF (IGV) rising approximately 2% [3] - Palantir Technologies and Microsoft stocks increased, while Workday's shares fell 9% due to a weak revenue forecast [4] Group 3 - Meta Platforms announced a multi-year partnership with AMD, contributing to the market's rise [4] - Anthropic launched connectors and plugins for its AI tool Claude Cowork, allowing integration with existing applications like Google Drive, leading to a rebound in software and cybersecurity stocks [4] - Investors are closely monitoring U.S.-Iran tensions, with President Trump threatening to raise global tariffs to 15%, but ultimately implementing a 10% tariff on imported goods [4][5]