February 26, 2026 8:06 am
Key Moments Nvidia reported January-quarter revenue of $68.13 billion and adjusted earnings of $1.62 per share, topping LSEG estimates. The company projected fiscal first-quarter revenue of $78 billion, plus or minus 2%, above analysts’ consensus of $72.60 billion. Nvidia said its current-quarter outlook excludes China data-center chip sales, while it has newly obtained licenses to […]
Read moreFebruary 25, 2026 1:40 pm
Key Moments Oppenheimer raised Oracle (NYSE: ORCL) to Outperform from Perform and assigned a $185 price target following the stock’s recent pullback. The firm sees Oracle as a “strong EPS compounder,” even after assuming a 25% reduction to management’s revenue outlook and projecting earnings to double by FY30. Despite ongoing concerns around leverage, margins, and […]
Read moreFebruary 25, 2026 11:06 am
Key Moments U.S. stock futures moved modestly higher, following gains in the S&P 500, NASDAQ Composite, and Dow Jones Industrial Average from the prior session. Nvidia (NASDAQ: NVDA) is set to report quarterly results after the close. Its performance will serve as a key gauge for AI-related demand and global equity sentiment. Oil prices hovered […]
Read moreFebruary 25, 2026 10:05 am
Key Moments Alcoa Corp plans to sell 10 closed or curtailed sites to data center operators, with the first transaction expected by the end of June. Management is reassessing asset values in light of rising demand from AI and data center development, focusing on locations near strong energy infrastructure. Alcoa sees pressure in the alumina […]
Read moreFebruary 24, 2026 3:29 pm
Key Moments Xcel Energy will supply power to Google’s new data center in Pine Island, Minnesota, with 1,900 megawatts of new clean energy planned for the grid. The project is structured so that existing Xcel customers will not see higher costs, as Google will cover all expenses tied to the new service in accordance with […]
Read moreFebruary 24, 2026 1:32 pm
Key Moments CSX Corporation (NASDAQ:CSX) has entered into a partnership with Infosys Ltd (NS:INFY) and Microsoft (NASDAQ:MSFT) to modernize its data platform. Infosys is delivering implementation services while Microsoft is providing the cloud platform technology for CSX’s data infrastructure upgrade. The initiative is part of CSX’s broader technology transformation, focused on migrating and modernizing its […]
Read moreFebruary 24, 2026 11:44 am
Key Moments: Analysts anticipate another strong quarter for Nvidia, driven by AI infrastructure demand and next-generation chip shipments. Forecasts highlight potential revenue upside from Blackwell systems, China-bound H200 shipments and rising hyperscaler capital expenditures. Commentary suggests Nvidia’s results could act as a key market catalyst, with close attention on data center growth, margins and forward […]
Read moreFebruary 24, 2026 9:34 am
Key Moments Paramount Skydance has submitted an increased bid for Warner Bros Discovery, seeking to disrupt the company’s existing deal with Netflix. Netflix currently has a $82.7 billion cash offer on the table, while Paramount’s revised proposal aims to resolve Warner Bros’ financing concerns. Regulators in the U.S. and Europe are expected to closely scrutinize […]
Read moreFebruary 24, 2026 7:24 am
Key Moments Tesla (NASDAQ:TSLA) EU new-car registrations declined 17% year-on-year in January to 8,075 units. Tesla’s EU market share slipped to 0.8% in January from 1.0% a year earlier, according to the European Automobile Manufacturers’ Association. Battery-electric vehicles increased their EU market share to 19.3%, even as overall new-car registrations in the bloc fell 3.9% […]
Read moreFebruary 23, 2026 3:19 pm
Key Moments International Paper (NYSE:IP) dropped 7.1%, Packaging Corp of America (NYSE:PKG) declined 6.8%, and Smurfit Westrock (NYSE:SW) slipped nearly 5% following a surprise containerboard price cut. RISI data showed February containerboard prices unexpectedly fell $20 per ton, while boxboard and kraft paper prices were flat month-over-month. Stifel highlighted International Paper and Smurfit Westrock as […]
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