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.

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Chapters
0:00 – Morning Brief
0:55 – Nvidia Earnings: Top Takeaways
8:26 – Salesforce Earnings
12:47 – Trending Tickers
14:18 – Nvidia Stock & AI
22:53 – Opening Bid
25:07 – Nvidia/Salesforce Panel
37:30 – C3 AI CEO
45:27 – Market Catalysts
54: 13 – Nvidia Outlook
1:02:02 – Software stocks sell off
1:13:30 – Trending Tickers
1:20:05 – 2026 IPO Market
1:26:15 – Lumen CFO, Anthropic & The Pentagon
==
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*Chapters*
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00:00 Intro
01:23 Job & Income
08:00 Bro Owns A House??
10:56 Oh He’s A Simp Too lol
25:00 UUUUHH??
38:20 W Segue From Caleb
48:20 A F*cking HELOC
52:00 Why Are They Always Spoiled By The Parents Too..
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01:18:30 You Can’t Make This Up… ZIPTIES FOR WHAT
01:29:36 Budget!!
01:34:45 Hammer Financial Score
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When it comes to cryptocurrency, I’d rather stick my head in the sand. But it’s really important to understand how Trump is using it to enrich himself and his family—at the expense of America’s safety and security.

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⛔️Disclaimer⛔️
This video is for educational purposes only. Please do your own research before making any decisions with your money. I will not be held liable for any losses or gains you may experience. I am not your financial or investment advisor. This is completely educational content and should be taken as such – the views expressed in the content are opinions. Nothing on this channel should be taken as a recommendation to buy a particular crypto asset. The information shared on this channel is not indicative of future results. Analyses are not absolute and are prone to change in accordance with present and future market events. Please do all of your own research before you buy any cryptocurrency or any financial product.

Some of the links and other products that appear on this video are from companies which Oscar Ramos will earn an affiliate commission or referral bonus. Oscar is part of an affiliate network and receives compensation for sending traffic to partner sites. The video is accurate as of the posting date but may not be accurate in the future.

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