US Stocks Gain Ahead of Nvidia Earnings
2026-02-25 14:32
By
Andre Joaquim
1 min. read
US equities were higher on Wednesday ahead of Nvidia’s earnings report, expected to provide fresh signals on the sustainability of artificial intelligence demand.
Contracts tracking the S&P 500 and the Dow gained 0.7%, and Nasdaq 100 rose over 1%.
The processor giant's shares rose 1%, tracking the momentum for chip producers as its earnings growth is expected to increase further, serving as a bellwether for strong orders and capex in AI infrastructure by Mag 7 companies.
Also, AMD added 1% to extend Tuesday's 9% surge after Meta unveiled a multiyear agreement to deploy 6 gigawatts of AMD’s graphics processing units across its AI-focused data centers.
Software names also held their rebounds as markets reassessed skepticism over the durability of legacy service models.
In the meantime, President Trump's rhetoric on the State of the Union speech did not seem to signal that higher tariffs on all countries will be prioritized after the SCOTUS struck down IEEPA measures.