2026년 2월 26일 · Unknown · financial · 출처 Uk
The FTSE 100 (^FTSE) and European stocks were fairly muted on Thursday morning as traders assessed Nvidia's (NVDA) quarter earnings, and the impact of US tariffs on global trade. A build-up of US troops in the Middle East is also keeping global markets on edge.
Last night, the US chipmaker reported its fiscal fourth quarter results after the bell, beating analysts' expectations on the top and bottom lines. The company also offered first quarter guidance between $76.44bn and $79.56bn, above Wall Street's estimates of $72.8bn. This outlook does not include any potential revenue out of China.
Nvidia's (NVDA) data centre drove the vast majority of growth, bringing in $62.3bn for the period, better than analysts' projections of $60.2bn.
Meanwhile, Washington has imposed sanctions on more than 30 entities that support Iranian oil and weapons sales, increasing pressure on Tehran ahead of the latest round of nuclear talks in Geneva today.
Elsewhere, US trade representative Jamieson Greer said Trump will sign a directive raising his global tariff to 15% “where appropriate," and added that when it came to the deals already agreed, they wanted “to give continuity and be able to be in a position where we can honour the deals”.
A broad 10% levy took effect Tuesday after a Supreme Court ruling struck down Trump’s so-called reciprocal tariffs.
London’s benchmark index (^FTSE) eked out a 0.1% gain in early trade. Germany's DAX (^GDAXI) dipped 0.1% and the CAC (^FCHI) in Paris headed 0.4% into the green. The pan-European STOXX 600 (^STOXX) was hovering over the flatline in early trade. Wall Street is set for a negative start as S&P 500 futures (ES=F), Dow futures (YM=F) and Nasdaq futures (NQ=F) were all in the red. The pound was 0.25% down against the US dollar (GBPUSD=X) at 1.3524.
FTSE Index - Delayed Quote•USD
(^FTSE)
Follow View Quote Details
10,818.31 +11.90 (+0.11%)
As of 9:08:18 AM GMT. Market Open. Advanced Chart
Follow along for live updates throughout the day:LIVE3 updates
3 mins ago
LaToya Harding
Nvidia beats on fourth quarter expectations
Nvidia (NVDA) reported its fiscal fourth quarter results after the bell on Wednesday, beating analysts' expectations on the top and bottom lines. The company also offered Q1 guidance between $76.44 billion and $79.56 billion, above Wall Street's estimates of $72.8 billion.
That outlook doesn't include any potential revenue out of China.
Nvidia shares rose as much as 3% in after-hours trading before giving up those gains.
For the quarter, Nvidia saw earnings per share of $1.62 on revenue of $68.1 billion. Wall Street was anticipating EPS of $1.53 on revenue of $65.8 billion, according to Bloomberg analyst consensus estimates. The company reported EPS of $0.89 and revenue of $39.3 billion in the same quarter last year.
Nvidia's data center drove the vast majority of that growth, bringing in $62.3 billion for the period. That's better than analysts' projections of $60.2 billion.
CFO Colette Kress said much of that came from hyperscalers. 25 mins ago
LaToya Harding
Asia and US overnight
Stocks in Asia were mixed overnight, with the Nikkei (^N225) rising 0.3% on the day in Tokyo as investors adjust their expectations regarding further interest rate increases by the Bank of Japan.
Meanwhile the Hang Seng (^HSI) fell 1.4% in Hong Kong and the Shanghai Composite (000001.SS) was flat by the end of the session, both indexes taking a moment to consolidate after significant rallies in the last two sessions.
In South Korea, the Kospi (^KS11) surged 3.7% on the day, leading the way, and again achieving another record high, primarily driven by chipmakers Samsung (005930.KS) and SK Hynix (000660.KS).
It comes as the Bank of Korea (BOK) kept its benchmark interest rate unchanged at 2.50% while signalling that policy would stay unchanged for the next six months as a chip boom in exports and steady inflation allow policymakers more time to assess financial stability risks.
The central bank raised its growth forecast for 2026 to 2.0% from a previous estimate of 1.8%, citing stronger-than-expected chip exports. Following the decision, yields on the policy-sensitive 3-year government bonds fell 4.6bps to trade at 3.12%.
Across the pond on Wall Street, the S&P 500 (^GSPC) rose 0.8%, closing within half a percent of its record high last month, and the tech-heavy Nasdaq (^IXIC) was 1.3% higher. The Dow Jones (^DJI) also gained 0.6%.
KSE - Delayed Quote•USD
(^KS11)
Follow View Quote Details
6,307.27 +223.41 (+3.67%)
At close: 3:32:40 PM GMT+9 Advanced Chart 54 mins ago
LaToya Harding
Coming up
Good morning, and welcome back to our markets live blog. As usual we will be taking a deep dive into what's moving markets and what's happening across the global economy.
Looking at the day ahead now, data releases include the US weekly initial jobless claims, the Euro Area M3 money supply for January, and the European Commission’s economic sentiment indicator for the Euro Area in February.
From central banks, we’ll hear from ECB President Lagarde and the ECB’s Dolenc, along with the Fed’s Bowman and the BoE’s Lombardelli. Finally in the UK, there’s a parliamentary by-election in Gorton and Denton.
Here's a snapshot of what's on the agenda:
7am: Trading updates: Rolls-Royce, London Stock Exchange Group, Howden Joinery, Hikma Pharmaceuticals, WPP, Drax, Derwent London, Ocado, PPHE Hotels, Jupiter Asset Management and Vanquis Banking 8.30am: Christine Lagarde testifies to the Committee on Economic and Monetary Affairs (ECON) of the European Parliament 9.30am: UK’s ONS publishes latest quarterly NEETs data 1.30pm: US weekly jobless claims
Download the Yahoo Finance app, available for Apple and Android.
View Comments