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Nvidia Braces for Fiscal Q4 Earnings Wednesday as Wall Street Eyes $66 Billion Revenue, Blackwell Guidance

Nvidia is set to report its fiscal fourth-quarter 2026 results after Wednesday's market close, with Wall Street consensus calling for approximately $66 billion in revenue and earnings of $1.53 per share — each representing roughly 67–72% growth year over year. Investors will focus as much on the chipmaker's forward guidance for Blackwell GPU demand, gross margin trajectory, and any update on China sales as on the headline numbers themselves.

Trump Imposes 15% Global Tariff After Supreme Court Voids Reciprocal Trade Barriers

President Donald Trump escalated trade tensions Monday by invoking Section 122 of the Trade Act of 1974 to impose a blanket 15% tariff on all imports, one day after the Supreme Court ruled 6-3 that his reciprocal tariffs exceeded executive authority under the International Emergency Economic Powers Act. Major trading partners, including the European Union, warned that the new levies could jeopardize previously negotiated trade agreements, sending U.S. equity futures sharply lower and driving safe-haven assets higher.

Wall Street Braces for Pivotal Nvidia Earnings as AI Spending Scrutiny Intensifies

Nvidia is set to report fiscal fourth-quarter results after the close on Wednesday, February 25, with analysts expecting earnings of $1.53 per share on revenue of approximately $65.7 billion — representing year-over-year growth of more than 70%. The report arrives as Magnificent Seven stocks have stalled in 2026 and investors demand clarity on Blackwell chip demand, gross margin trajectories, and the potential reopening of the Chinese market.

Gilead Sciences to Acquire Arcellx for $7.8 Billion in Major CAR-T Cell Therapy Bet

Gilead Sciences announced Monday it will acquire Arcellx for $115 per share in cash plus a contingent value right of $5 per share, representing an implied equity value of $7.8 billion and an 87% premium to Arcellx's Friday closing price. The deal centers on anito-cel, an investigational BCMA-directed CAR-T therapy for relapsed or refractory multiple myeloma that has already received FDA acceptance of its Biologics License Application, with a regulatory decision expected by December 23, 2026.

U.S. Business Activity Growth Slows Significantly in February, Signals Economic Softening

New data from S&P Global shows that U.S. business activity expanded at the slowest pace in nearly a year in February, reflecting reduced manufacturing orders and slower services growth. While the economy remains in expansion territory, the slowdown could weigh on sentiment and corporate investment plans if the trend persists, particularly in cyclical sectors tied to industrial production and hiring.

Nvidia's February 25 Earnings Report Looms as the AI Economy's Defining Moment — Analysts Divided on Path Forward

With Nvidia set to report fourth-quarter fiscal 2026 results on February 25, Wall Street is fixated on whether the chipmaker's Blackwell GPU ramp, forward guidance, and commentary on the AI investment super-cycle can justify the stock's elevated valuation — as multiple major banks reiterate buy ratings even as the broader Nasdaq struggles and AI disruption fears weigh on software peers.

Palo Alto Networks Faces Sharp Sell-Off as Analysts Slash Targets Following Mixed Q2 Results

Shares of Palo Alto Networks (PANW) continued their downward trajectory this Thursday, dropping nearly 7% as a wave of Wall Street analysts lowered their price targets. Despite beating top-line revenue estimates in its fiscal second quarter, the cybersecurity giant’s conservative full-year earnings guidance and high integration costs associated with its 'platformization' strategy have spooked investors. The software sector is broadly lower as the market reassesses valuations amid decelerating growth for enterprise security spend.

Tax Foundation Report Confirms Tariffs as Largest Tax Hike Since 1993, Weighing on 2026 Outlook

A comprehensive analysis released today by the Tax Foundation reveals that the cumulative impact of recent US tariffs represents the largest tax increase as a share of GDP in over three decades. The report estimates an average annual burden of $1,300 per US household in 2026, with businesses and consumers bearing nearly 90% of the costs. This structural drag is increasingly reflected in the downward revision of earnings guidance across the industrial, consumer discretionary, and healthcare sectors.

Nvidia and Meta Announce Multi-Billion Dollar AI Chip Partnership Spanning Millions of GPUs

Nvidia and Meta Platforms unveiled an expanded multiyear partnership on Tuesday that will see Meta deploy millions of Nvidia's Blackwell and Rubin GPUs, plus standalone Grace and Vera CPUs, across its global data centers. The deal, estimated at tens of billions of dollars, marks the first large-scale deployment of Nvidia's Grace CPUs as standalone processors and reinforces Nvidia's dominance in AI infrastructure despite rising competition from AMD and Google.