Wall Street Traders Brace for Nvidia Earnings
February 25, 2026
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4:00Now PlayingWall Street Traders Brace for Nvidia Earnings
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as posted by the channelJohn Campbell, Senior Portfolio Manager at Allspring Global Investments, discusses the markets amid sector rotation and valuation gaps ahead of big earnings from Nvidia.
Wall Street traders bracing for Nvidia Corp.’s results drove stocks higher, hoping for evidence that the outlook for artificial intelligence remains intact at a time when anxiety about the technology is running rampant.
More than solid results and forecasts, the chipmaker will need to manage expectations around the sustainability of margins amid a spending frenzy and disruption jitters. Nvidia, whose shares have languished since October, climbed 1% Wednesday. The S&P 500 rose for a second straight day.
Whether these gains stick through the end of this week could depend on Nvidia’s report, according to Bespoke Investment Group strategists.
“It’s widely assumed that the results will be strong, but will they be strong enough?” they said. “And if they’re too strong, will that also be interpreted as further future disruption in the software space?”
The options market is pricing in about a 5% swing in either direction for Nvidia shares the day after earnings. The stock has declined the day after each of its last two reports.
The S&P 500 rose 0.6%. The Nasdaq 100 added 1.1%. An ETF tracking software firms extended its rally. Salesforce Inc. is expected to address AI fears when it reports results later Wednesday.
Bitcoin topped $66,000. The yield on 10-year Treasuries advanced two basis points to 4.05%. The dollar wavered.
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