Daily Market Coverage Feb. 25, 2026 9AM-11AM (ET) | Yahoo Finance
US stocks turned into the green on Wednesday as Wall Street digested President Trump’s State of the Union address and braced for Nvidia’s crucial earnings report.
With earnings still rolling on, eyes now turn to Nvidia’s (NVDA) quarterly results, due Wednesday after the bell, alongside earnings from Salesforce (CRM) and Snowflake (SNOW). The reports arrive as investors reassess elevated tech valuations and scrutinize heavy AI-related capital spending by hyperscalers.
AI disruption remains in focus, with spirits once again upbeat after AI startup Anthropic introduced new enterprise capabilities on its Claude platform, allowing integration with corporate applications such as Google (GOOG) Drive, DocuSign (DOCU), and LegalZoom (LZ).
Elsewhere, (CRCL) stock surged by more than 20% on Wednesday after reporting an increase in fourth quarter revenue. Home improvement group Lowe’s (LOW) beat analyst estimates, but shares fell as guidance fell short.
Meanwhile, setting the tone for the week, Trump delivered his 2026 State of the Union address Tuesday night. After Trump experienced the first major legal pushback to his tariffs over the past week, the address saw Trump rail against the Supreme Court while pushing forward on his plans.
Chapters
0:00 – Morning Brief
24:37 – Opening Bid
47:06 – Market Catalysts
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