CNBC·2026-02-25 17:09Market Overview - Stocks experienced gains on Wednesday, driven by strong performances from Nvidia and Oracle, with Jim Cramer suggesting that Monday's sell-off may have been an overreaction to a negative report on AI's impact on jobs and stock values [1][1][1] - Defensive stocks, which had been performing well, took a back seat, although shares of TJX Companies rose modestly following a strong quarterly report [1][1][1] Company Highlights - Corning received a positive 30-day catalyst from Citi ahead of the Optical Fiber Communications conference, with analysts raising the price target for Corning's stock from $120 to $170 per share [1][1][1] - Meta's recent deal to pay Corning up to $6 billion for fiber-optic cables for its AI data centers has significantly boosted Corning's stock, which reached an all-time high [1][1][1] - Nvidia is set to report earnings, with analysts projecting sales of approximately $66.1 billion and adjusted earnings per share of $1.54, while updates on China sales are highly anticipated [1][1][1] - Salesforce is also reporting earnings, with expectations that the company must exceed forecasts to avoid disruption from AI, as noted by Jeff Marks, director of portfolio analysis for the Club [1][1][1] Additional Stocks Mentioned - Stocks briefly covered included Lowe's, Cava, Oracle, Kroger, and HP Inc., indicating a broad interest in various sectors [1][1][1]