US Futures Waver Following Nvidia Earnings

2026-02-26 12:37 By Andre Joaquim 1 min. read

US equity futures were flat on Thursday as markets assessed the Nvidia earnings report and its impact on the broader AI demand that has carried US equity indices in the last three years.

Contracts tracking the three main averages were flat.

Nvidia was flat premarket even though both earnings and revenues were higher than expected, underscoring the scrutiny that markets are gaining for the tech sector due to skepticism that growth in capital expenditure for AI compute may have been exaggerated.

In the meantime, Salesforce sank 3% after giving a lukewarm outlook for its sales in the upcoming fiscal year.

Companies that sell software as a service have also been under added scrutiny this month as advances in AI automation tools raised concerns that the sector may be disrupted.

Outside tech, energy producers also inched down as nuclear talks between Iran and the US started, potentially impacting how strict Washington may be with sanctions and tanker flows through the Strait of Hormuz.



News Stream
US Stocks Swing Lower
US equities swung lower on Thursday on losses from chipmakers after Nvidia posted its earnings report. The S&P 500 fell 1% and the Nasdaq 100 dropped nearly 2%, while the more defense Dow was flat. Nvidia shares declined 5% despite beating estimates for earnings and revenues and forecasting further growth, underscoring the scrutiny that markets are gaining for the tech sector due to skepticism that growth in capital expenditure for AI compute may have been exaggerated. Broadcom, Micron, Intel, and Applied Materials fell between 7% and 5%. In the meantime, Salesforce added 3% after giving a lukewarm outlook for its sales in the upcoming fiscal year. Companies that sell software as a service have also been under added scrutiny this month as advances in AI automation tools raised concerns that the sector may be disrupted. Meanwhile, Warner Bros. Discovery inched down after reporting lower sales, reflecting challenges amid its consideration of takeover bids by Netflix and Paramount.
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US equities were mixed on Thursday as markets assessed the Nvidia earnings report ant its impact on the broader AI demand that has carried US equity indices in the last three years. The S&P 500 was flat, while the Nasdaq 100 dropped 0.4% and the Dow gained 0.5%. Nvidia dropped 1% despite beating estimates for earnings and revenues, underscoring the scrutiny that markets are gaining for the tech sector due to skepticism that growth in capital expenditure for AI compute may have been exaggerated. In the meantime, Salesforce added 1.5% after giving a lukewarm outlook for its sales in the upcoming fiscal year. Companies that sell software as a service have also been under added scrutiny this month as advances in AI automation tools raised concerns that the sector may be disrupted. Outside tech, energy producers also inched down as nuclear talks between Iran and the US started, potentially impacting how strict Washington may be with sanctions and tanker flows through the Strait of Hormuz.
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