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Earnings Release
Official reporting date for fiscal Q4 results and forward guidance.
Third Session & Oil Spike
Dow and S&P 500 secure 3rd gain; Crude oil jumps 4.5% to lead market performance.
Policy Debate Formalized
Fed officials publicly acknowledge the debate over AI's impact on long-term monetary policy and productivity.
Second Session Gains
Indices maintain momentum as AI-related sell-offs slow down.
AI Integration Reports
Initial reports emerge detailing the Fed's use of AI in internal interest rate briefings.
Rally Begins
Markets start recovery after a period of high volatility in the tech sector.
China Sales Clearance
U.S. regulators grant permission for Nvidia to resume specific chip sales to the Chinese market.
Fiscal Q4 Ends
Nvidia concludes its fourth quarter with a $65B revenue target.
52-Week High
NVDA shares hit a peak of $212.19 amid peak AI optimism.
As Nvidia prepares to report fiscal Q4 results on February 25, investors are weighing a $65 billion revenue forecast against a recent stock pullback. With new clearance for China sales and a strategic $5 billion partnership with Intel, the company's hardware-software moat remains the central pillar of the AI infrastructure trade.
Global markets are grappling with a shift in sentiment as the AI-driven rally on Wall Street faces intense valuation scrutiny. While U.S. futures suggest a modest recovery, Asian indices remain divided over the sustainability of current technology sector premiums.
US equities faced downward pressure as investors grappled with a dual threat of cooling enthusiasm for artificial intelligence and a surge in energy costs. The combination of sector-specific valuation concerns and macroeconomic inflationary signals from the oil market triggered a broad-based retreat across major indices.
A significant rotation is underway in US markets as investors pull back from high-flying AI stocks in favor of the infrastructure sector. This shift highlights a growing preference for the physical assets—power, cooling, and data centers—that underpin the digital economy over increasingly volatile software and semiconductor valuations.
A wave of 'AI panic' has triggered a sell-off in traditional software-as-a-service (SaaS) stocks as investors fear disruption from autonomous agents. However, industry leaders with deep data moats and integrated AI capabilities like Salesforce and Adobe present a compelling contrarian opportunity.
A tech-focused broker is challenging the prevailing 'AI doomsday' narrative, arguing that the market is misjudging the actual pace of enterprise adoption and the resulting efficiency gains. While some investors fear an AI bubble, the broker points to tangible ROI in coding, customer service, and legal sectors as evidence that the technology is already delivering value.
Earth Fund has marked its entry into the venture space with a maiden investment of Rs 20 crore in Truboard Partners. The AI-powered platform provides institutional investors with advanced asset performance monitoring and management tools for infrastructure and alternative assets.
The rapid expansion of AI data centers, led by Nvidia’s hardware dominance, is creating a massive new industrial demand for silver. As the metal with the highest electrical conductivity, silver is becoming an indispensable component in the high-performance computing infrastructure required for the generative AI era.
Indian IT majors including TCS, Infosys, and Wipro are experiencing significant downward pressure following a sharp decline in US tech stocks and consulting peers. The selloff, driven by growing skepticism over artificial intelligence monetization and broader macroeconomic concerns, highlights the sector's vulnerability to shifts in global tech sentiment.
Asian equity markets advanced on Wednesday as investors weighed the potential for lower energy costs against persistent valuation concerns in the artificial intelligence sector. While the New Zealand dollar softened following dovish central bank signals, global attention remains fixed on upcoming Federal Reserve minutes and Middle Eastern diplomacy.
Federal Reserve officials have begun a high-stakes debate over the integration of artificial intelligence into interest rate decision-making. The central bank is exploring whether AI-driven productivity gains could fundamentally alter the neutral interest rate and improve the accuracy of inflation forecasting.
Nvidia shares surged following a substantial new hardware agreement with Meta Platforms, signaling continued aggressive capital expenditure from big tech hyperscalers. The partnership reinforces market confidence in the longevity of the artificial intelligence boom and Nvidia's role as its primary beneficiary.
The Dow and S&P 500 secured their third consecutive session of gains on February 18, 2026, as a recovery in the artificial intelligence sector and a 4.5% spike in crude oil prices drove broad market optimism. While the Nasdaq led the tech rebound, the surge in energy costs introduced new variables for inflation-wary investors.
Benchmark has appointed Lattice founder Jack Altman as its newest General Partner, a rare expansion of its elite, lean partnership. The move comes as the firm experiences significant valuation growth across its recent artificial intelligence portfolio and seeks to deepen its operational expertise.
Thrive Capital has closed a record-breaking $10 billion venture fund, Thrive X, nearly doubling its previous fundraising efforts. The capital injection is strategically positioned to back high-growth leaders in artificial intelligence and space technology, specifically targeting pre-IPO positions in OpenAI and SpaceX.
Federal Reserve Governor Michael Barr has signaled skepticism regarding the ability of artificial intelligence to justify near-term interest rate cuts, directly contradicting more optimistic projections from Trump-aligned economic advisors. The policy rift highlights a growing debate over how technological productivity gains should influence central bank decision-making.
U.S.-based AI startups have recorded 17 funding rounds of $100 million or more in the first seven weeks of 2026, signaling an acceleration of the sector's dominance. This follows a record-breaking 2025 where 55 such mega rounds were logged, driving a 46% surge in overall North American startup funding.