2026년 2월 25일 · Unknown · financial · 출처 Yahoo Finance
For Immediate Release
Chicago, IL – February 24, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Nvidia NVDA, Barclays BCS, FedEx FDX and Tokio Marine TKOMY.
Here are highlights from Monday’s Analyst Blog:
NVIDIA Reports on the AI Boom: Global Week Ahead
What is going on in this Global Week Ahead?
Nvidia's earnings report is this week's centerpiece for markets, flanked by important data and politics in Europe, where both politicians and central bankers are jostling for top jobs.
Next are Reuters' five world market themes, re-ordered for equity traders—
(1) Nvidia Reports Quarterly Earnings Results
Artificial intelligence bellwether Nvidia is set to post quarterly results as investors worry about returns on AI spending and industry disruptions caused by the emerging technology.
Wednesday's report from the semiconductor giant, the world's largest company by market capitalization, will be a major event for stock markets. Nvidia shares have soared following the launch of ChatGPT in late 2022.
Still, shares of the company and other "Magnificent Seven" mega-cap stocks have stalled so far in 2026.
Investors will also focus in the coming week on earnings reports from software companies including Salesforce (CRM) and Intuit (INTU). Software stocks have been hammered this year over concerns AI will lead to upheaval for the industry's business models.
(2) Tuesday Marks Four Years of Russia's War on Ukraine
Tuesday marks the four-year anniversary of Russia's full-scale invasion of Ukraine, and though U.S. President Donald Trump's push for a ceasefire continues, getting one over the line remains devilishly difficult on all sorts of fronts.
Ukraine has faced sustained pressure to agree to a deal that could mean painful concessions, as Russian forces pound its power grid and slowly advance on the battlefield.
At the same time, the International Monetary Fund (IMF) looks set to rubberstamp extended support, meaning Kyiv's bonds are flying high.
As volatile oil prices show, markets are also grappling with the potential of U.S. military action against Iran amid the long-running dispute over Tehran's nuclear abilities.
Defense stocks and gold have also been beneficiaries.
Add in this year's Greenland and Venezuela flashpoints — and the tinderbox situations in Gaza, Africa and Taiwan — and analysts warn of an "everything, everywhere, all at once" era of geopolitical turmoil where one crisis rolls into the next.
Story Continues
(3) On Wednesday, Australia's Latest CPI Data Comes Out. It Has Been "Hot"
Australia's consumer price reading due on Wednesday will be closely watched by investors, who are betting the central bank will hike rates at least once more this year as the economy remains in rude health and inflation proves sticky.
The Reserve Bank of Australia earlier this month became the only G10 central bank outside Japan to tighten policy, as it struggles to bring inflation under control in a supply-constrained economy.
Any upside surprise in Wednesday's figures would further cement bets that policymakers could deliver another 25 basis-point hike in May, bringing the cash rate to 4.10%.
Elsewhere in Asia, Tokyo's inflation data is due on Friday, though it's unlikely to materially alter the Bank of Japan outlook.
Analysts say Japanese Prime Minister Sanae Takaichi's historic election win clears the path for further BOJ tightening, leaving markets pricing in two rate hikes by December.
(4) On Thursday, U.K. PM Starmer Must Acknowledge Special Election Results
British Prime Minister Keir Starmer faces a reckoning on Thursday, when a Manchester special election could deliver a fatal blow to his faltering leadership.
Investors will be watching closely. Some fear a more left-wing successor to Starmer could ramp up spending and borrowing, adding to the flood of government bonds hitting markets.
British gilts and the pound wobbled earlier this month as a crisis engulfed Starmer over what he knew of Peter Mandelson's links to convicted American paedophile Jeffrey Epstein when he appointed the former as U.S. ambassador.
Markets calmed when Starmer's cabinet backed him, and recent UK bond sales have seen record demand as investors have snaffled up the sky-high yields on offer.
Should Labor get walloped by Nigel Farage's Reform or the Greens in the seat of Gorton and Denton, Friday could be another volatile day for British markets and Westminster.
(5) Who Is Next to Lead the European Central Bank (ECB)?
An otherwise dull ECB outlook just got a bit of a spark following a Financial Times report that Christine Lagarde plans to leave her post as president early.
Lagarde told the Wall Street Journal she expects completing her mission as president of the ECB will take until the end of her term.
This all has traders focusing on succession at one of the world's most important central banks, at the same time as bracing for change at the Fed.
Lagarde leaving early, the FT says, is to give outgoing French leader Emmanuel Macron a say in picking her successor.
It's early days, and Friday's preliminary February German, French and Spanish inflation data will likely confirm steady rates for the rest of 2026.
Still, a guessing game of who next leads the ECB is underway. And consider this: has central bank independence been compromised by politicians tempted to bend the rules to guarantee their pick of ECB chief?
Zacks #1 Rank (STRONG BUY) Stocks
I picked three top Zacks Value stocks, out of our Zacks #1 (STRONG BUY) list.
(1) Barclays : This is a $26 a share stock, with a market cap of $91.5B. It is found in the Zacks Foreign Bank industry. There is a Zacks Value score of B, a Zacks Growth score of D, and a Zacks Momentum score of B.
Barclays PLC is a major global banking and financial services …