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News
Thursday, February 26, 2026
What’s happening: Shares of Nvidia Corporation edged slightly higher in after-hours trading on Wednesday following the release of its fourth-quarter results.
What happened: The chipmaker posted better-than-expected sales and earnings for the latest quarter.
Investors did not reward the stock as much as after previous results, even though the Nvidia issuing a strong revenue outlook.
How were the results: The world’s most valuable company reported strong double-digit sales growth for the latest quarter.
Why it matters: Revenues from Nvidia’s gaming segment, which was once its biggest unit, grew 47% year-over-year to $3.7 billion, but contracted by 13% versus the previous quarter.
The company announced that it had secured inventory and capacity to meet demand for several upcoming quarters, with supply constraints expected to weigh on the gaming sector.
Nvidia’s data center revenues jumped 75% year-over-year to $62.3 billion in the quarter, topping market estimates of $60.69 billion. The company now generates more than 91% of its overall sales from the data center segment.
“Computing demand is growing exponentially – the agentic AI inflection point has arrived,” CEO Jensen Huang said.
Nvidia guided to first-quarter revenues of $76.44-$79.56 billion, higher than market estimates of $71.96 billion. The company projected non-GAAP gross margins of 75.0%, plus or minus 50 basis points.
The latest forecast does not include any data center revenues from China. However, the company said it had received licenses from the US government to supply H200 chips in small amounts to its Chinese customers.
How shares responded: Nvidia’s shares gained 0.2% to $195.92 in extended trading hours on Wednesday, following the release of quarterly results. Investors had got used to the much larger revenue beats that Nvidia had delivered for 14 consecutive quarters.
What to watch: Investors will keep an eye on rising competition from Nvidia’s rivals, with risks of the company losing its long-held dominance in AI chipmaking. AMD is scheduled to announce a new flagship AI server this year, while announcing agreements with Nvidia’s major customers. Alphabet’s Google, which is in talks to supply chips to Facebook-parent Meta Platforms, is also expected to give tough competition to Nvidia.
Context: The EUR/USD forex pair gained this morning as investors digested the latest inflation data.
Details: Data released this morning showed that Eurozone’s annual inflation was 1.7% in January, easing from 2.0% in the previous month. This marked the lowest reading since September 2024. Core inflation declined to 2.2%, reaching its lowest level since October 2021.
Meanwhile, Germany’s economy grew by 0.3% in the fourth quarter, in-line with the preliminary reading and rebounding from the previous quarter’s stagnation. Germany’s GfK Consumer Climate Indicator fell to -24.7 heading into March compared to -24.2 in the previous month. The figure was worse than market expectations of -23.1.
Weakness in the US dollar lent support to the EUR/USD forex pair. The US dollar index, which measures the greenback’s performance versus a basket of major peers, fell more than 0.1% to 97.57 this morning.
The EUR/USD pair gained around 0.1% to 1.1820 this morning.
What to watch: Investors await the release of data on economic sentiment (1400 UAE Time), consumer confidence (1400 UAE Time) and services sentiment (1400 UAE Time) from the eurozone today. The Eurozone Economic Sentiment Indicator, which rose to 99.4 in January, is expected to climb further to 99.8 in February.
Analysts expect Eurozone’s consumer confidence to improve by 0.2 points from the previous month to -12.2 in February, while the index measuring services confidence is expected to rise to 7.5 points in February from a reading of 7.2 in January.
Other Markets: US trading indices closed higher on Wednesday, with the Dow Jones index, S&P 5000 and Nasdaq 100 up by 0.63%, 0.81% and 1.41%, respectively.
Russia’s forces announced 918 attacks on 36 settlements in Ukraine’s front-line Zaporizhia region. The news sent the USD/RUB pair lower in forex trading this morning.
New Zealand’s ANZ Business Outlook Index slipped to 59.2 in February from 64.1 in the previous month. The overall sentiment remaining positive lent support to the NZD/USD forex pair.
Australia’s private new capital expenditure on equipment, plant and machinery declined 1.7% in the fourth quarter, following 11.2% growth in the previous quarter, which sent the AUD/USD pair lower in forex trading this morning.
The Bank of Korea kept its policy interest rate unchanged at 2.5% for the sixth straight meeting, which exerted pressure on the USD/KRW forex pair.
Argentina’s retail sales climbed 16.1% year-over-year to ARS 875,044.4 million in December. This being a deceleration from the previous month’s 17.3% surge sent the USD/ARS pair slightly higher in forex trading this morning.
Eurozone’s loans to companies (1300 UAE Time), loans to households (1300 UAE Time), M3 money supply (1300 UAE Time), consumer inflation expectations (1400 UAE Time), industrial sentiment (1400 UAE Time) and selling price expectations (1400 UAE Time), Italy’s business confidence (1300 UAE Time) and consumer confidence (1300 UAE Time), South Africa’s PPI (1330 UAE Time), Brazil’s IGP-M inflation (1500 UAE Time), Spain’s business confidence (1500 UAE Time), Turkey’s foreign exchange reserves (1530 UAE Time), Mexico’s unemployment rate (1600 UAE Time), Canada’s current account (1730 UAE Time) and average weekly earnings (1730 UAE Time) as well as US initial jobless claims (1730 UAE Time), continuing jobless claims (1730 UAE Time), EIA natural gas stocks change (1930 UAE Time), Kansas Fed composite index (2000 UAE Time), 15-year Mortgage Rate (2100 UAE Time) and 30-year Mortgage Rate (2100 UAE Time).
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