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Tech Sell-Off Drags S&P 500 and Nasdaq Lower Despite Nvidia’s Blowout Earnings
Stock Market News· 2026-02-26 22:07
Market Recap: A "Sell the News" Event for TechThe U.S. stock market experienced a volatile session on Thursday, February 26, 2026, as investors grappled with a classic "sell the news" reaction to blockbuster earnings from the world’s leading artificial intelligence chipmaker. Despite reporting financial results that shattered Wall Street expectations, the technology sector led a broader market decline, pulling the major indexes away from their recent record highs.The tech-heavy Nasdaq Composite (^IXIC) was ...
美股收盘:纳指跌超1% 英伟达大跌逾5%
Di Yi Cai Jing· 2026-02-26 22:00
美股周四收盘,道指微涨,标普500指数跌0.5%,纳斯达克综合指数跌1.18%。英伟达(NVDA.O)绩后收 跌5.5%,AMD(AMD.O)和英特尔(INTC.O)跌3%。纳斯达克中国金龙指数收跌1.78%,阿里巴巴 (BABA.N)跌2.7%,百度(BIDU.O)跌5.6%。 ...
AMD: Revenue Momentum Intact, But Underperformance Risk Persists
Seeking Alpha· 2026-02-26 18:01
As a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better ...
Nutanix (NTNX) Edges Higher After AMD AI Equity Deal
Benzinga· 2026-02-26 16:39
Group 1 - Nutanix shares are experiencing upward momentum following mixed fiscal second-quarter results and a new partnership with AMD [1] - The company reported revenue of approximately $723 million, exceeding Wall Street expectations, while adjusted earnings of 36 cents per share fell short of consensus [2] - AMD has made a $150 million equity investment in Nutanix, highlighting a collaborative effort to develop an AI infrastructure platform [3] Group 2 - The first jointly engineered AI platform is expected to launch in late 2026, aimed at enterprise and service-provider customers [4] - Nutanix has lowered its third-quarter revenue forecast to between $680 million and $690 million, which is below analyst estimates, and has also reduced its fiscal 2026 revenue outlook due to server supply constraints [5] - The company's stock has been trading below key moving averages, indicating a sustained downside momentum [6] Group 3 - As of Thursday, Nutanix shares were up 0.21% at $38.52 [7]
Analysts Raise NVDA Price Targets, Stock Falls After Earnings
Youtube· 2026-02-26 16:30
We're back on Morning Trade Live. Let's focus on semiconductors. Now, here's where the major players in that space are trading this morning after Nvidia reported earnings after the close on Wednesday.And is there there is one direction they are heading in and some pretty heavy selling pressure you could say here. Intel down 4.7%, Broadcom down almost 7, AMD down four, and Nvidia continues to lose altitude throughout the course of the morning session here. We're an hour into trade.We are down almost 5% on th ...
NVDA stock down after Nvidia earnings explained: Why did NVDA stock drop after Nvidia earnings beat estimates? Here's why investors are worrying about long-term AI dominance outlook
The Economic Times· 2026-02-26 15:22
Nvidia NVDA stock today: Even after forecasting first-quarter revenue well above the average analyst estimate and reporting a 73% jump in fourth-quarter sales, Nvidia's stock dropped on Thursday. The muted response suggests that, despite blockbuster growth, investors are still uneasy about how long the artificial intelligence boom can last.Why Nvidia Stock (NVDA) Fell Despite Strong EarningsThe chipmaker has become the world’s most valuable firm on the back of explosive AI demand. Its stock has climbed roug ...
Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings. Here's Why.
Barrons· 2026-02-26 15:20
Advanced Micro Devices, Broadcom Stocks Drop After Nvidia Earnings. Here's Why. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings. Here's Why.By [Nate Wolf]ShareResize---Re ...
This Is What Whales Are Betting On Advanced Micro Devices - Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2026-02-26 15:01
Deep-pocketed investors have adopted a bullish approach towards Advanced Micro Devices (NASDAQ:AMD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AMD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 21 extraordinary options activities ...
Supermicro Introduces Industry's Highest Density AMD EPYC™ 4005 Series MicroBlade® for Cloud, Edge, and SaaS Workloads
Prnewswire· 2026-02-26 14:05
AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced...][More Releases From This Source]## Explore[Computer & Electronics][Computer Hardware][Computer Hardware][Cloud Computing/Internet of Things][News Releases in Similar Topics]---- -- Supermicro Introduces Industry's Highest Density AMD EPYC™ 4005 Series MicroBlade® for Cloud, Edge, and SaaS Workloads [Accessibility Statement] Skip Navigation- Up to 40 server nodes in a 6U enclosure- Optimized for specialized compute including e-commerce and cybersecu ...
Nutanix Stock Soars. AMD Strikes AI Deal in Wake of Meta Tie-Up.
Barrons· 2026-02-26 12:16
The chip maker enjoyed a boost from its partnership with Meta Platforms, and now it's helping lift Nutanix. ...