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Nvidia Reports Fiscal Q4 Earnings After the Bell, AI Industry Watches Closely

Nvidia is set to release its fiscal fourth-quarter results after Wednesday's closing bell, with analysts expecting revenue of approximately $65.7 billion — a roughly 67% year-over-year surge — fueled by relentless demand for its Blackwell AI chips. The report is widely regarded as a referendum on the sustainability of the global AI infrastructure spending boom, with hyperscalers committing a collective $650 billion in AI capital expenditures for 2026.

AI Relief Rally Lifts Tech as Meta-AMD Chip Deal Offsets Workday's Weak Outlook

U.S. technology stocks staged a broad-based relief rally Wednesday, with the Nasdaq 100 rising more than 1% as sentiment recovered from a deep AI disruption-driven selloff that had gripped the sector for weeks. Advanced Micro Devices surged roughly 9% after Meta Platforms disclosed a multiyear partnership to purchase millions of AMD chips, while Workday tumbled 7% after issuing a cautious revenue forecast that stoked fears about AI's impact on legacy enterprise software pricing models.

Stocks Rally With Futures Higher After State of the Union and Trade Policy Headlines

U.S. stock futures climbed modestly on February 25, 2026, as markets digested the State of the Union address and braced for key earnings from Nvidia and others. Traders reacted positively to pro-economic rhetoric and confirmed global tariff levels, while optimism in chip and software names supported futures gains. Amid this backdrop, investors took selective positions in tech and industrial ETFs, balancing trade uncertainty with earnings anticipation.

U.S. Stocks Stabilize After Volatile Sell-Off Led by AI and Tariff Fears

U.S. equity markets showed signs of stabilization on Tuesday following a sharp sell-off driven by renewed concerns over artificial intelligence disruption and tariff policy uncertainty. Major indices exhibited mixed performance as investors digested fresh corporate developments and macroeconomic cues while repositioning ahead of midweek data releases and earnings results.

21Shares Spot SUI ETF to Begin Trading on Nasdaq, Expanding U.S. Access to Sui

21Shares announced that its spot SUI ETF will begin trading on the Nasdaq on Tuesday, providing U.S. investors with regulated access to the Sui blockchain’s native token. The listing represents a significant expansion of digital asset investment options within the regulated ETF ecosystem, reflecting broader institutional interest in crypto infrastructure and blockchain-related investment vehicles.

Binance Revives Tokenized U.S. Stock Trading Through Ondo Finance Partnership

Binance has reintroduced trading in select tokenized U.S. equities through a partnership with Ondo Finance, offering crypto traders access to fractionalized versions of traditional stocks and ETFs. The move underscores growing convergence between digital asset platforms and traditional financial markets, despite ongoing regulatory scrutiny in key jurisdictions.

Morning Bid: AI Doom Scenarios and Tariff Gloom Cloud U.S. Market Outlook

Market strategists flagged growing concerns over the potential adverse effects of rapid artificial intelligence adoption and renewed tariff policy uncertainty on risk assets. The combination of pessimistic AI disruption scenarios and tariff policy unpredictability has contributed to elevated volatility expectations and cautious positioning among institutional investors.

Meta Seals Multiyear AMD Partnership, Deploying 6 Gigawatts of Instinct GPUs for AI Data Centers

Meta Platforms has inked a landmark multiyear agreement with Advanced Micro Devices to deploy up to 6 gigawatts of AMD Instinct graphics processing units across its artificial intelligence data center infrastructure. The deal, which includes a performance-based warrant granting Meta the right to acquire up to 160 million AMD shares, lifted AMD stock by more than 6% in Tuesday trading and signals a significant diversification away from Nvidia among hyperscale cloud operators.

AI Disruption Fears Trigger 'SaaSpocalypse,' Battering Software and Cybersecurity Stocks

A wave of artificial intelligence disruption fears has swept through software and cybersecurity equities in February 2026, with investors fleeing companies seen as vulnerable to autonomous AI agents that can replace traditional software workflows. The selloff, dubbed the 'SaaSpocalypse' by traders, has erased hundreds of billions of dollars in market value from names including Microsoft, CrowdStrike, Salesforce, and Okta, forcing a fundamental reassessment of software valuations across Wall Street.