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Nvidia, Salesforce earnings loom large - what’s moving markets
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Nvidia, Salesforce earnings loom large - what’s moving markets

#Nvidia #Salesforce #AI Partnership #Stock Market #Earnings Reports #Tariffs #Geopolitical Tensions #AMD Surge

📌 Key Takeaways

  • Nvidia and Salesforce earnings reports are key market movers
  • AMD stock surged 14% on Meta's $100 billion AI computing deal
  • AI disruption concerns continue to affect software stocks
  • Gold and oil prices rise amid tariff tensions and geopolitical risks
  • Wall Street ended higher on tech rebound before State of the Union address

📖 Full Retelling

Investors and traders on Wall Street are closely watching upcoming earnings reports from tech giants Nvidia and Salesforce on February 25, 2026, as market volatility continues amid concerns about artificial intelligence's impact on various industries and amid geopolitical tensions, with AMD shares surging 14% following Meta's $100 billion AI computing deal and gold and oil prices rising ahead of crucial US-Iran talks in Switzerland. U.S. stock futures showed modest gains early in the session as markets digested recent developments, including Anthropic's partnership announcements that temporarily soothed concerns about AI disruption to software stocks, while traders remain uncertain about when massive AI infrastructure spending will translate to financial benefits and question the circular nature of recent AI sector deals. The tech sector continues to dominate market sentiment, with Meta's landmark agreement to purchase 6 gigawatts' worth of AI computing power from Advanced Micro Devices for $100 billion, potentially making Instagram's parent company a 10% shareholder in the chipmaker, sending AMD shares significantly higher amid hopes it can better compete with industry leader Nvidia. Amid these corporate developments, investors are also grappling with uncertainty surrounding President Trump's tariff policies after the administration implemented a temporary 10% global import tariff following a Supreme Court ruling that struck down earlier 'reciprocal' levies, with the President stating at a State of the Union address that 'everything was working well' with his tariff agenda despite calling the Supreme Court decision 'unfortunate.'

🏷️ Themes

Market Earnings, AI Technology, Geopolitics, Trade Policy

📚 Related People & Topics

Stock market

Stock market

Place where stocks are traded

# Stock Market A **stock market**, also referred to as an **equity market** or **share market**, is the complex aggregation of buyers and sellers of stocks (shares). These financial instruments represent ownership claims on businesses and serve as a primary vehicle for capital allocation and corpor...

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Nvidia

Nvidia

American multinational technology company

Nvidia Corporation ( en-VID-ee-ə) is an American technology company headquartered in Santa Clara, California. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, it develops graphics processing units (GPUs), systems on chips (SoCs), and application programming interfaces (APIs) for...

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Salesforce

Salesforce

American software company

Salesforce, Inc., is an American cloud-based software company headquartered in San Francisco, California. It provides applications focused on sales, customer service, marketing automation, e-commerce, analytics, artificial intelligence, agentic AI, and application development. Founded by former Orac...

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Entity Intersection Graph

Connections for Stock market:

🏢 Nvidia 7 shared
🌐 Artificial intelligence 6 shared
🏢 Share repurchase 3 shared
👤 Wall Street 3 shared
🌐 Gold as an investment 3 shared
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try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Nvidia, Salesforce earnings loom large - what’s moving markets AMD stock surges 14% on Meta AI partnership deal Bitcoin slips, wipes out 50% from October record high at session low Wall Street ends higher on tech rebound ahead of State of the Union address (South Africa Philippines Nigeria) Nvidia, Salesforce earnings loom large - what’s moving markets By Scott Kanowsky Author Scott Kanowsky Economy Published 02/25/2026, 03:58 AM Nvidia, Salesforce earnings loom large - what’s moving markets 1 NDX 1.09% Gold Spot US Dollar 0.80% US500 0.77% DJI 0.76% NVDA 0.68% AMD 8.77% CRM 4.07% GC 0.54% LCO 0.51% CL 0.50% Investing.com - Futures linked to the main U.S. stock indices point slightly higher, with earnings from Nvidia and Salesforce looming large. Both of the results come as worries have swirled around the ramifications of the artificial intelligence boom on scores of companies across a range of industries. Elsewhere, gold and oil gain as attention turns to a key meeting between U.S. and Iranian officials on Thursday. Get more market insights with InvestingPro 1. Futures subdued U.S. stock futures were muted on Wednesday, as investors geared up for a slate of major corporate earnings reports, including results from artificial intelligence-darling Nvidia. By 03:01 ET (08:01 GMT), the Dow futures contract was mostly unchanged, S&P 500 futures had gained 5 points, or 0.1%, and Nasdaq 100 futures had climbed by 29 points, or 0.1%. The main averages on Wall Street advanced in the prior session, buoyed by Anthropic’s announcement of a wave of partnerships, which helped to soothe some concerns around widespread disruption to software and data stocks from the AI startup’s newest models. Such fears have come to dominate much of the focus in recent weeks, with many investors worrying that Anthropic’s products and similar offerings from other AI firms could dent demand for software services. At the same time, traders hav...
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