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News articleNasdaq· February 26, 2026

Stocks Mostly Lower as Nvidia Earnings Fail to Impress

View original at nasdaq.com
Stocks Mostly Lower as Nvidia Earnings Fail to Impress The S&P 500 Index ($SPX) (SPY) today is down -0.35%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.75%…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

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  • Q4 revenue of $11.20 billion, above consensus of $11.17 billion

    80% confidence
  • Q4 revenue of $596.4 million, stronger than consensus of $578.3 million

    80% confidence
  • Beating expectations is disgusting and one of the shames of capitalism

    80% confidence
  • Pure Storage outlook points to decelerating growth

    80% confidence
  • Full-year revenue forecast of $300 million to $410 million, weaker than consensus of $422.1 million

    80% confidence
  • Full-year free cash flow forecast of $1.90 billion, below consensus of $1.94 billion

    80% confidence
  • Q1 outlook above expectations

    80% confidence
  • Q4 net revenue of $4.49 billion, weaker than consensus of $4.51 billion

    80% confidence
  • Creative and positive ideas were exchanged and discussions have been positive so far and will continue

    80% confidence
  • Full-year revenue forecast of $2.63 billion to $2.67 billion, better than consensus of $2.60 billion

    80% confidence
  • Q4 revenue of $8.15 billion, above consensus of $8.12 billion

    80% confidence
  • Q4 sales of $721.6 million, well above consensus of $639 million

    80% confidence
  • Threatened to raise global tariff rate to 15%

    80% confidence
  • Gave Iran a March 1-6 deadline for an agreement over nuclear activities and threatened military strikes if it fails to comply

    80% confidence
  • Considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program

    80% confidence
  • Q1 revenue forecast of $678 million, below consensus of $688.8 million

    80% confidence
  • Q1 revenue forecast of $11.03 billion to $11.08 billion, stronger than consensus of $10.99 billion

    80% confidence
  • Q4 data center revenue was $62.3 billion, stronger than consensus of $60.36 billion

    80% confidence
  • Iranian officials are again pursuing their sinister nuclear ambitions

    80% confidence
  • Q4 adjusted EPS of $6.42, well below consensus of $7.03

    80% confidence
  • Will continue to exclude data center revenue in China from forecasts due to concerns about Chinese government approval

    80% confidence
  • Excluding Magnificent Seven megacap technology stocks, Q4 earnings expected to increase by 4.6%

    80% confidence
  • S&P earnings growth expected to climb by 8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth

    80% confidence
  • Q2 adjusted EPS of 83 cents, below consensus of 89 cents

    80% confidence
  • Cut full-year adjusted EPS to $3.93-$4.01 from previous forecast of $3.95-$4.11, weaker than consensus of $4.05

    80% confidence

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What we know · the intelligence behind this page
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What we're seeing
Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Apple Inc.
The observation date (2025-12-27) precedes Q1 2026, making it logically impossible to have actual Q1 2026 cash data at that point. Q1 2026 would not end until March 31, 2026. Additionally, the magnitude of the difference ($45.3B vs $132.42) is implausibly large even as a normal quarterly change for Apple. While different fiscal periods can show different values, the timing relationship here suggests a data integrity issue rather than legitimate period-over-period variation.
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