The U.S. stock market is exhibiting strong bullish momentum this Wednesday, February 25, 2026, as investors aggressively position themselves ahead of what is widely considered the most critical earnings report of the season. The major indexes are trading firmly in the green, buoyed by a significant rebound in the technology sector and easing geopolitical tensions. Market participants are particularly focused on the artificial intelligence (AI) narrative, which has received a fresh boost from new corporate p ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks kicked off on a positive note and kept the upward momentum rolling most of the day, led by gains in tech heavyweights.Nvidia rose about 1% heading into its big earnings report after the bell (alongside Salesforce and Snowflake), as traders recalibrate those sky-high valuations and get a bit skeptical on how much bang they’re getting from hyperscalers’ massive AI capex spending.Oracle jumped 3% to lead the software ...

Group 1: NVIDIA and Market Expectations - NVIDIA's earnings are highly anticipated, with expectations of a 5% swing in stock price due to data center performance [2][12] - The company is projected to have a $500 billion pipeline by 2026, with investor focus on demand signals extending into 2027 [4] - Current margins for NVIDIA are at 75%, with concerns about supply constraints affecting delivery capabilities [5][7] Group 2: AI and Investment Sentiment - There is a growing concern that a breakdown in AI trade could undermine major growth engines for equities [8] - Investor confidence in AI-related companies like NVIDIA and Meta is wavering, leading to a contradictory market sentiment [9][11] - Despite fears, there are opportunities emerging in AI and disruptive industries, suggesting a potential for long-term investment [11][13] Group 3: Earnings Season Insights - The overall earnings season has shown strong revenue growth, particularly among technology companies and hyperscalers [14][15] - Companies are increasing spending estimates for 2026, indicating that AI investments are continuing despite market jitters [15] - Salesforce and Snowflake are facing scrutiny regarding their ability to generate new revenue from AI products amid a slowdown in core business growth [53][54] Group 4: Anthropic and Government Relations - Anthropic is facing pressure from the Pentagon to comply with government terms regarding AI technology usage, amid a competitive landscape with companies like OpenAI and Google [28][30] - The company has set conditions against mass surveillance and fully autonomous weapon use, highlighting the tension between safety standards and competitive pressures [31][33] Group 5: Circle and Stablecoin Growth - Circle reported a 72% year-on-year growth in USDC, with transaction volumes reaching nearly $12 trillion, up 250% year-on-year [38][39] - The company is diversifying its offerings and building operating systems for a new economic framework centered around stablecoins [40][41] Group 6: Paramount and Warner Bros. Negotiations - Paramount's new offer for Warner Bros. has met the threshold for further negotiations, with both companies preparing to release earnings [44][46] - The deal dynamics are influenced by regulatory hurdles and the changing landscape of cable television [48][50]

Let's bring in Doug Clinton now who in interestingly likes other hyperscalers over the NVIDIA. You like Amazon, Apple, and Google more than Nvidia. And in that order, why >> we do and and we own Nvidia too, Scott, and going into the print.I think the reality though is we just heard from many of these hyperscalers. They're boosting their capex guidance 30 to 50%. I think everyone is sort of expecting a pretty strong number from Nvidia.And so you have to ask yourself what is the incremental upside story. If y ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here, taking you through to the closing bell with a global simulcast. It starts right now.Carol Massar and Stenovec joining us from the radio room. Caroline Hyde, the co-host of B-tech joins us as well as we now drum beat to those results. Quarterly earnings out of the largest company in the world and probably at least for right now, the most consequential in video.Yeah, Nvidia and looking at it actually trading off its hig ...

Stocks moved mostly higher during trading on Wednesday, adding to the strong gains posted in the previous session. With the continued advance, the Nasdaq and the S&P 500 more than offset the steep losses posted on Monday.The major averages ended the day just off their highs of the session. The Nasdaq jumped 288.40 points or 1.3 percent to 23,152.08, the S&P 500 climbed 56.06 points or 0.8 percent to 6,946.13 and the Dow rose 307.65 points or 0.6 percent to 49,482.15.The continued strength on Wall Street pa ...

Market Performance Overview - U.S. equity markets closed positively, with the Nasdaq Composite (^IXIC) rising approximately 1.1% to near 22,863, driven by semiconductor and software stocks [2] - The S&P 500 (^GSPC) gained 0.8% to end at 6,890.07, while the Dow Jones Industrial Average (^DJI) rose 0.4%, or about 210 points, to finish at 49,174.50 [2] Sector Performance - Nine of the eleven S&P sectors ended the day in the green, with Consumer Discretionary and Technology sectors being the top performers, while Health Care lagged [3] - The CBOE Volatility Index (VIX) decreased by 7% to 19.55, indicating reduced investor anxiety [3] Tech Giants and AI Momentum - Nvidia (NVDA) shares rose 2.2% ahead of its fourth-quarter results, with analysts predicting a nearly 70% year-over-year profit surge, focusing on the demand for its upcoming "Vera Rubin" AI platform [4] - Salesforce (CRM) saw a 4.1% increase in shares after announcing expanded enterprise AI integrations, reporting record fourth-quarter results with Remaining Performance Obligations (RPO) exceeding $72 billion, a 14% year-over-year increase, and a new $50 billion share repurchase program [5] - Snowflake (SNOW) reported fourth-quarter product revenue of $1.23 billion, up 30% year-over-year, but faced scrutiny over its fiscal 2027 guidance [6] Economic Data and Policy Developments - Consumer confidence rose to 91.2 in February, surpassing forecasts of 88.4, alongside positive labor market data showing private employment growth for four consecutive weeks [7] - The market reacted positively to President Trump's State of the Union address, noting the absence of new tariff threats and a proposal for a government-backed 401(k) match, although his call to ban institutional investors from buying single-family homes affected some real estate and financial services stocks [8] Major Corporate Movers - Axon Enterprise (AXON) surged 21.5% after reporting strong earnings driven by demand for AI-powered body cameras [9] - IBM (IBM) rallied 7% as investors reassessed its defensive positioning in the AI consulting market [9] - Lowe's (LOW) fell 4.5% despite beating earnings estimates due to management's warnings about uncertainty in the housing sector [13] - GoDaddy (GDDY) dropped 16% amid skepticism over its AI strategy despite a quarterly earnings beat [13] - Clear Secure (YOU) jumped 31.8% following a strong earnings report and an increase in its dividend [13]

Core Insights - MongoDB (MDB) is set to report its fourth-quarter fiscal 2026 results on March 2, with anticipated revenues between $665 million and $670 million, reflecting a year-over-year increase of 21.7% at the midpoint [1] - Non-GAAP earnings are expected to range from $1.44 to $1.48 per share, indicating a 14.1% year-over-year growth at the midpoint [1] - The Zacks Consensus Estimate for revenues stands at $668.19 million, suggesting a 21.84% rise from the previous year's quarter [2] Revenue and Earnings Estimates - The Zacks Consensus Estimate for earnings is pegged at $1.47 per share, indicating a 14.84% increase from the prior-year quarter [2] - MongoDB has a history of beating earnings estimates, with an average surprise of 69.3% over the last four quarters [3] Growth Drivers - MongoDB's fiscal fourth quarter is expected to benefit from strong tailwinds, including raised revenue and operating income guidance following a fiscal third-quarter beat, driven by accelerating Atlas growth and broad-based enterprise demand [5] - Atlas, the company's fully managed multi-cloud database platform, is projected to be the central growth driver, with revenues expected to rise by 27.24% year-over-year [5] - Enterprise demand remains a key tailwind, with large customers in financial services, healthcare, and manufacturing increasingly relying on Atlas for mission-critical workloads [6] Strategic Partnerships - MongoDB's expanding partner ecosystem is anticipated to be a significant growth enabler, with strategic partnerships with Microsoft and Amazon expected to deepen its footprint within enterprise customer bases [7][8] - Collaborations with Microsoft and Amazon are expected to enhance deal velocity and customer acquisition efficiency [8] Market Performance - MongoDB shares have surged 43.1% over the past six months, outperforming the Zacks Internet-Software industry's decline of 23.8% and the Zacks Computer and Technology sector's return of 9.2% [10] - The stock is currently trading at a forward 12-month Price/Sales multiple of 8.56, compared to the industry average of 3.74, supported by consistent above-market growth and strategic partnerships [12] Conclusion - MongoDB presents a compelling investment opportunity ahead of its fiscal fourth-quarter results, with consistent growth from Atlas, strengthened competitive positioning through Voyage AI, and a rich partner ecosystem [15]

Lowe's Companies Inc (NYSE:LOW) delivered stronger-than-expected fourth-quarter earnings but issued a cautious 2026 outlook, prompting a nearly 5% drop in its shares.Tiziana Life Sciences Ltd (NASDAQ:TLSA) reported new data showing its experimental intranasal therapy reduced brain inflammation and indicated neuroprotective effects in patients with progressive multiple sclerosis.Circle Internet Group shares jumped 23% after the USDC issuer reported a 77% surge in quarterly revenue and earnings that beat expe ...

The latest artificial intelligence (AI) models are capable enough that it's fair to wonder whether they can begin to threaten, or even outright replace, many of the traditional software products out there. Many of the software-as-a-service (SaaS) stocks were market darlings for years due to their exceptional margins and growth. AI hasn't meaningfully impacted many software companies yet, but recent demonstrations by Anthropic's Claude are impressive enough to wonder about the coming years. Where to inves ...