LIVE: Daily Market Coverage Feb. 26, 2026 9AM-11AM (ET) | Yahoo Finance
US stocks split at the opening bell on Thursday as Nvidia’s (NVDA) stellar earnings failed to wow investors and left Wall Street juggling growing worries over AI’s potential for payoff and disruption.
The Dow Jones Industrial Average (^DJI) moved up roughly 0.4%, following solid wins for stocks more broadly on Wednesday. Meanwhile, the S&P 500 (^GSPC) and the tech-exposed Nasdaq Composite (^IXIC) lost 0.2% and 0.4%, respectively.
Nvidia shares fell over 2% near the open, as the chip giant received a lukewarm response from investors despite big beats on quarterly revenue and profit, and guidance that also came in above expectations. But a lack of detail on drivers for the outlook — which doesn’t include potential revenue out of China — left some on Wall Street asking questions about competitive threats and the staying power of AI buildout demand.
Fears of a AI bubble and the "AI scare trade" have buffeted stocks in recent weeks, with the technology’s challenge to sectors such as legacy software coming to the fore. Salesforce (CRM) shares fell about 4% to continue an AI-driven sell-off after its revenue forecast fell short of estimates.
Elsewhere in earnings, Big Three automaker Stellantis (STLA) posted a massive $26.billion full-year loss after an EV-related charge, but a better showing in the second half suggested the Jeep maker’s turnaround bid is taking hold. Quarterly reports from Warner Bros. Discovery (WBD), Dell Technologies (DELL), and CoreWeave (CRWV) are also on Thursday’s docket.
On the macro front, a weekly update on jobless claims due later provides a health check on the labor market, as investors wait for the January wholesale inflation reading on Friday to help evaluate the odds of an interest-rate cut.
#stockmarket #livemarketanalysis #nvidia #nvidiaearnings
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