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]

TORRANCE, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the company will participate at the Morgan Stanley Technology, Media and Telecom Conference to be held at the Palace Hotel in San Francisco, CA. Navitas’ President and CEO, Chris Allexandre, is scheduled to host a fireside chat at 12:20 p.m. Pacific Time on Tuesday, March 3, 20 ...

Ultra Clean Announces Proposed Convertible Senior Notes Offering [Accessibility Statement] Skip NavigationHAYWARD, Calif., Feb. 25, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT) today announced its intention to offer, subject to market and other conditions, $400 million aggregate principal amount of convertible senior notes due 2031 (the "notes") in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, ...

The thought exercise posted by Citrini Research on Substack over the weekend continues to ping around Wall Street. In a piece published Tuesday evening, Frank Flight, macro strategist at Citadel, offered a rebuttal of sorts to the depressing scenario outlined in Citrini's post that described a not-too-distant future in which AI has displaced millions of jobs, consumer spending has plummeted, and the benefits of AI's relentless march accrue to a select few companies, their employees, and investors. In his ...

Artificial intelligence chipmaker Nvidia on Wednesday will deliver a quarterly report likely to sway a jittery stock market as investors weigh whether the massive bets riding on technology’s latest craze will pay off.As has been the case since Nvidia’s chipsets emerged as AI’s best building blocks, the expectations are sky high for the results covering the company’s fiscal quarter, covering November through January.Industry analysts are projecting Nvidia’s revenue for that period will total $66.1 billion, a ...

CEVA shares rise as UBS initiates coverage with ‘Buy’ rating Proactive uses images sourced from Shutterstock UBS has initiated coverage of CEVA with a Buy rating and a $27 price target, noting that the semiconductor IP provider’s growth outlook is not fully reflected in its valuation. The firm pointed to CEVA’s strong position in connectivity intellectual property and an emerging opportunity in edge AI computing. CEVA supplies IP for wireless technologies such as Wi-Fi and Bluetooth while building a newe ...

Key TakeawaysNVIDIA (NVDA) is projected to report Q4 revenue of approximately $65.7 billion, representing a massive 67% year-over-year increase driven by relentless AI demand.Wall Street expects adjusted earnings per share (EPS) of $1.53, with critical focus on whether gross margins can maintain the 75% threshold.Guidance for Q1 FY2027 will be the primary market mover, with analysts looking for a forecast between $72.4 billion and $75 billion to sustain the current "AI supercycle" narrative.Investor attenti ...

I and the mag seven stocks. This is why we believe that diversification within growth matters. And that's a main tenet of the NY Ally Winslow Large Cap Growth ETF. The tickers once those philosophy is built on what they call the no preferred habitat approach. So rather than anchoring the portfolio to one type of growth, the team diversifies across three complementary types of growth consistent growth, dynamic growth, and cyclical growth.Maria Rahni Yeah. In our view, when it comes to portfolio construction, ...

Nvidia Corp (NASDAQ:NVDA) has been one of the most closely watched stocks in the market over the past couple of years, driven by surging demand for artificial intelligence (AI) infrastructure and record-setting earnings growth. Now, Moomoo is giving new users a way to gain exposure to Nvidia shares without buying the stock outright.Through a limited-time promotion running through March 12, new Moomoo customers can earn up to $1,000 in free fractional shares of Nvidia based on the size of their initial depos ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...