Nvidia "Advancing at Light Speed"

And, Snowflake's Microsoft OpenAI deal.

Today is Thursday, February 27, 2025.

The Early Bird Index today is 77.32

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Nvidia "Advancing at Light Speed"

While the CEO of Nvidia (Nasdaq: NVDA) declared in the company’s impressive financial results on Wednesday that “AI is advancing at light speed,” the stock still fell 1.49% in after-hours trading.

Financials: In the past quarter, Nvidia reported earnings of 89 cents per share and revenue of $39.3 billion, which were better than expected.

Early Bird’s Nest Egg Gains: Several concerns worry Nvidia investors, including the growing impact of DeepSeek, some clients potentially reducing spending, increased competition, and margin pressure.

Final Thoughts: Believe it or not, the stock is up less than 4% in the last 6 months.

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Notables

Notable Earnings Today: Norwegian Cruise Line (NYSE: NCLH), Dell Technologies (NYSE: DELL), SoundHound AI (Nasdaq: SOUN), Rocket Lab USA (Nasdaq: RKLB), Papa John's (Nasdaq: PZZA), PENN Entertainment (Nasdaq: PENN), Warner Bros. Discovery (Nasdaq: WBD), Autodesk (Nasdaq: ADSK), HP Inc. (NYSE: HPQ), Duolingo (Nasdaq: DUOL), Rocket Companies (NYSE: RKT), Toronto-Dominion Bank (NYSE: TD), TransMedics Group (Nasdaq: TMDX), Talen Energy (Nasdaq: TLN), Opendoor Technologies (Nasdaq: OPEN), Gray Media (NYSE: GTN), Cars.com (NYSE: CARS), GoodRx (Nasdaq: GDRX), J.M. Smucker (NYSE: SJM), Warby Parker (NYSE: WRBY), ADT (NYSE: ADT), Ameresco (NYSE: AMRC), American Woodmark (Nasdaq: AMWD), Archer Aviation (NYSE: ACHR), Arlo Technologies (NYSE: ARLO), Array Technologies (Nasdaq: ARRY), AvePoint (Nadaq: AVPT), Bath & Body Works (NYSE: BBWI), California Water (NYSE: CWT), Cogent Communications (Nasdaq: CCOI), Crinetics Pharmaceuticals (Nasdaq: CRNX), dLocal (Nasdaq: DLO), Donaldson (NYSE: DCI), Elastic (NYSE: ESTC), Evergy (Nasdaq: EVRG), FIGS, Inc. (NYSE: FIGS), Fox Factory Holding (Nasdaq: FOXF), Hilton Grand Vacations (NYSE: HGV), Hormel Foods (NYSE: HRL), ICF International (Nasdaq: ICFI), Installed Building Products (NYSE: IBP), International Seaways (NYSE: INSW), Jamf Holding (Nasdaq: JAMF), Kimbell Royalty Partners (NYSE: KRP), Life Time (NYSE: LTH), Ligand Pharmaceuticals (Nasdaq: LGND), NetApp (Nasdaq: NTAP), Nexstar (Nasdaq: NXST), NovoCure (Nasdaq: NVCR), Payoneer (Nasdaq: PAYO), PubMatic (Nasdaq: PUBM), Redfin (Nasdaq: RDFN), Royal Bank of Canada (NYSE: RY), Scholar Rock (Nasdaq: SRRK), Stagwell (Nadaq: STGW), Starwood Property Trust (NYSE: STWD), Sunrun (Nasdaq: RUN), Tecnoglass (NYSE: TGLS), TEGNA (NYSE: TGNA), Treace Medical Concepts (Nasdaq: TMCI), Vericel (Nasdaq: VCEL), Verona Pharma (Nadaq: VRNA), Vertex (Nasdaq: VERX).

Notable IPOs Today: Rithm Acquisition Corp. (NYSE: RAC), LZ Technology Holdings Limited Class B Ordinary Shares (Nasdaq: LZMH), Webus International Limited Ordinary Shares (Nasdaq: WETO).

Notable Equity Crowdfunding Campaigns Ending Today: Fulcrum Fitness (SMBX), Shanklin Hall (SMBX), Dahlia Wax Bar (Honeycomb), Grutogi Bistro (Honeycomb), Parklife (Honeycomb).

Notable Economic Events Today: GDP (8:30 a.m. ET), Jobless Claims (8:30 a.m. ET), Durable Goods Orders (8:30 a.m. ET), Core PCE Prices (8:30 a.m. ET), Pending Home Sales (10:00 a.m. ET).

Snowflake's Microsoft OpenAI Deal

A combination of good financial earnings results and a newly announced integration with the Microsoft (Nasdaq: MSFT) Azure OpenAI Service sent shares of Snowflake (NYSE: SNOW) up 9.06% in after-hours trading on Wednesday.

Final Thoughts: Snowflake was already up 5% in 2025.

Salesforce’s Revenue Falls Short

Salesforce (NYSE: CRM) reported $10 billion in revenue during the past quarter on Wednesday, but that was lower than expected, resulting in the shares dropping 5.48% in after-hours trading.

Final Thoughts: The company’s stock is off to a bad start in 2025.

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.