2026년 2월 26일 · Unknown · financial · 출처 Yahoo Finance
US stocks rallied on Wednesday as Wall Street was led higher by tech stocks while bracing for Nvidia's crucial earnings report.
The Nasdaq Composite (^IXIC) led the way up, gaining nearly 1.3%, coming on the heels of a strong Tuesday session that saw investors rotate back into technology shares. Meanwhile, the S&P 500 (^GSPC) climbed by roughly 0.8%, while the Dow Jones Industrial Average (^DJI) gained roughly 0.6%.
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With earnings still rolling on, eyes now turn to Nvidia's (NVDA) quarterly results, due Wednesday after the bell, alongside earnings from Salesforce (CRM) and Snowflake (SNOW). The reports arrive as investors reassess elevated tech valuations and scrutinize heavy AI-related capital spending by hyperscalers.
AI disruption remains in focus, with spirits once again upbeat after AI startup Anthropic introduced new enterprise capabilities on its Claude platform, allowing integration with corporate applications such as Google (GOOG) Drive, DocuSign (DOCU), and LegalZoom (LZ).
Elsewhere, (CRCL) stock surged by more than 30% on Wednesday after the stablecoin issuer posted an increase in fourth quarter revenue. Home improvement group Lowe's (LOW) beat Wall Street estimates, but shares fell as guidance disappointed.
Meanwhile, setting the tone for the week, President Trump delivered his 2026 State of the Union address Tuesday night. After Trump experienced the first major legal pushback to his tariffs over the past week, the address saw Trump rail against the Supreme Court while pushing forward on his plans.LIVE22 updates
5 mins ago
Brooke DiPalma
Cava stock surges 26% as the chain homes in on its value perception
Cava (CAVA) posted earnings and revenue beats in its fourth quarter results, sending the stock up nearly 30% on Wednesday.
In the fourth quarter, revenue grew to $278 million, more than the $268 million Wall Street predicted, according to Bloomberg consensus data. Adjusted earnings beat too, coming in a penny higher than expectations. Same-store sales increased 0.5%, ahead of the Street's forecast for a decline of 1.36%.
“In a dynamic environment, consumers are gravitating toward brands delivering real value every day. CAVA’s disciplined execution, differentiated Mediterranean cuisine, and commitment to hospitality continue to drive strong demand and reinforce the durability of our model," Brett Schulman, Cava co-founder and CEO, told Yahoo Finance.
In the third quarter, Schulman said that Gen Z customers visited Cava restaurants less frequently and the company was seeking to improve its "relative value proposition every year."
Now, by focusing on customer loyalty and menu innovation (with items like pomegranate-glazed salmon, set to launch this quarter), the company said it has improved its value perception despite a 1.4% increase in menu prices in January of this year.
"The robust performance of new units in both new and existing markets speaks to the ultimate opportunity for CAVA to become a much larger brand relative to roughly 440 locations today," William Blair analyst Sharon Zackfia wrote in a note to clients. 14 mins ago
Ines Ferré
Dow, S&P 500, Nasdaq rise ahead of Nvidia earnings
US stocks jumped on Wednesday as investors went risk-on again and braced for Nvidia's crucial earnings report.
The Nasdaq Composite (^IXIC) rose nearly 1.3% as tech stocks led the market higher. The S&P 500 (^GSPC) climbed roughly 0.8%, while the Dow Jones Industrial Average (^DJI) inched up 0.6%.
All eyes are on Nvidia's (NVDA) quarterly results due after the closing bell. The AI chip heavyweight is seen as a barometer for the AI trade.
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Ines Ferré
Lowe's stock falls as company confronts 'reality' of tariffs, sluggish housing market
Yahoo Finance's Brooke DiPalma reports:
Read more here.
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Ines Ferré
Bitcoin hovers near $69,000 as investors go risk-on
Bitcoin (BTC-USD) rose back above $69,000 on Wednesday as investors went risk-on.
The token rose more than 7% to snap a three-session losing streak ahead of Nvidia's (NVDA) earnings, seen as a barometer for the AI trade.
Ether (ETH-USD) also gained about 10% to hover above $2,000 per token as the crypto complex rose.
It has been a volatile stretch for bitcoin, which tumbled from a record high near $126,000 in October and posted four straight months of losses.
Meanwhile, Wall Street analysts have lowered their price targets for the world’s largest cryptocurrency, in what many investors are calling a crypto winter. Today at 6:58 PM UTC
Jared Blikre
Nasdaq pops, semis run, Nvidia holds the mic
It's been a gap-and-go day for the Nasdaq (^IXIC), which is on track for its best day in a couple weeks. It jumped over its 20-day moving average this morning and is now heading for it's 50-day around 23,250.
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Tech (XLK) is leading large-cap sectors today, as the Philly semiconductor index (^SOX) notched its thirteenth intraday record high of the year.
Yes, we've seen this movie before. With hindsight, the way to play these fast, tech-led rallies over the last four months would have been to fade the Nasdaq after a few days while holding on to a select group of smaller and foreign chip stocks (like TSM, WDC and SNDK).
Notably, Nvidia is not in this cohort. The chip giant has been trading sideways for over six months, and both the Nasdaq and XLK are slightly underwater year-to-date.
But Nvidia (NVDA) has perked up over the last four days and is hitt…