Ahead of Nvidia's Feb. 25 earnings report, Deepwater's Gene Munster said Wall Street is underestimating the chipmaker's AI-driven momentum, projecting 40% growth in 2027 versus the Street's 28% estimate as rising AI utility, hyperscaler capex and inference demand support a stronger long-term outlook.
In a dramatic display of market bifurcation, U.S. equity sectors have split into two distinct camps today, February 20, 2026. The high-octane growth of the Technology sector and the resurgent dominance of Energy are currently spearheading a market rally, even as the "bond proxy" sectors—Utilities and Real Estate—
As the financial world braces for a pivotal week, all eyes are on CoreWeave (NASDAQ: CRWV), the specialized cloud provider that has become the definitive proxy for the generative AI revolution. Scheduled to release its fourth-quarter and full-year 2025 financial results on Thursday, February 26, 2026, the company finds itself
As the financial world pivots toward the first major semiconductor earnings of 2026, all eyes are on Broadcom Inc. (NASDAQ: AVGO), which is scheduled to report its first-quarter fiscal year 2026 results on March 4, 2026. Heading into the announcement, the sentiment on Wall Street is nothing short of euphoric.
As of February 20, 2026, the global financial landscape is undergoing a fundamental transformation following President Donald Trump’s nomination of Kevin Warsh to succeed Jerome Powell as Chairman of the Federal Reserve. Announced on January 30 and slated for a formal transition in May 2026, the move marks the
The eyes of the global financial community are fixed on Santa Clara as Nvidia (NASDAQ:NVDA) prepares to release its fourth-quarter fiscal year 2026 earnings on Wednesday, February 25. With only five days remaining until the report, the market is bracing for what many consider a "macro event" that will
The United States economy hit a significant speed bump in the final stretch of 2025, with Fourth Quarter Gross Domestic Product (GDP) growing at a lackluster 1.4% annualized rate. The figure, released earlier this morning, fell sharply short of the 2.5% to 3.0% growth range projected by
In a historic 6-3 decision that reshaped the landscape of American trade policy, the U.S. Supreme Court on February 20, 2026, struck down the sweeping "emergency" tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA). The ruling in Learning Resources Inc. v. Trump declared
Shares of global airline Delta Air Lines (NYSE:DAL) jumped 3.1% in the afternoon session after the Supreme Court struck down sweeping Trump tariffs, bringing potential relief to companies impacted by international trade disputes.
Shares of leasing services company GATX (NYSE:GATX) jumped 3.9% in the afternoon session after the company reported strong fourth-quarter 2025 financial results that beat analyst expectations, increased its quarterly dividend, and authorized a new share repurchase program. GATX announced fourth-quarter earnings per share of $2.66 on revenue of $449 million, outperforming analyst forecasts. Alongside the strong results, the company's board of directors approved an 8.2% increase to the quarterly dividend. GATX also authorized a new $300 million share repurchase program, signaling management's confidence in the company's value. Looking ahead, the company initiated its 2026 earnings guidance in a range of $9.50 to $10.10 per share. Operationally, its North American rail fleet utilization remained robust at 99.0%.
Shares of power conversion and control solutions provider Vicor Corporation (NASDAQ:VICR)
jumped 10.9% in the afternoon session after the company reported fourth-quarter financial results that featured an impressive profit beat. For the fourth quarter of 2025, Vicor's revenue grew 11.5% year on year to $107.3 million, meeting Wall Street's expectations. However, the company posted a GAAP profit of $1.01 per share, which was substantially better than the analyst consensus estimate of $0.37. The strong bottom-line performance was driven by expanding margins, with the company's operating margin increasing to 14.6% from 10% in the same quarter last year.
Shares of cloud technology company Akamai Technologies (NASDAQ:AKAM) fell 13.6% in the afternoon session after the company issued a weak financial forecast for 2026 that overshadowed its better-than-expected fourth-quarter results.
Shares of human capital management provider Alight (NYSE:ALIT) fell 8.5% in the afternoon session after Citi downgraded the stock to Neutral from Buy, following the company's very weak fourth-quarter 2025 financial report.
Shares of diabetes technology company Tandem Diabetes Care (NASDAQ:TNDM)
jumped 30.2% in the afternoon session after the company reported better-than-expected fourth-quarter financial results.
Shares of traffic solutions company Verra Mobility (NYSE:VRRM) jumped 3.2% in the afternoon session after the company announced a 10-year contract valued at approximately $160 million to expand its red-light and speed enforcement program with the Hawaii Department of Transportation.
