Today is Thursday, February 26, 2026.
The Early Bird Index today is 79.23.
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Nvidia's Exponential Growth
Technology giant Nvidia $NVDA ( ▲ 1.41% ) posted strong financial earnings results and encouraging words on Wednesday, yet the stock ticked up just 0.15% in after-hours trading.
Financials: Nvidia reported earnings of $1.62 per share in the past quarter and revenue of $68.1 billion. Both were better than expected.
Quote: “Computing demand is growing exponentially — the agentic AI inflection point has arrived.” - CEO Jensen Huang.
Early Bird’s Nest Egg Gains: Why were investors not enthusiastic about the results? Because investors were laser‑focused on what came next – growth sustainability, capex from big customers, and positioning after a massive prior run – and didn’t get enough upside surprise on those fronts to justify bidding the stock higher in the near term.
Final Thoughts: Nvidia’s stock has been up 54% in the past 12 months.
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Notables
Notable Earnings Today: CoreWeave (Nasdaq: CRWV), Dell (NYSE: DELL), Block (NYSE: XYZ), Celsius (Nasdaq: CELH), Zscaler (Nasdaq: ZS), Shake Shack (NYSE: SHAK), Autodesk (Nasdaq: ADSK), Intuit (Nasdaq: INTU), Rocket Lab USA (Nasdaq: RKLB), Vistra (NYSE: VST), Duolingo (Nasdaq: DUOL), Papa John's (Nasdaq: PZZA), Sweetgreen (NYSE: SG), Warner Bros Discovery (Nasdaq: WBD), D-Wave Quantum (NYSE: QBTS), ACM Research (Nasdaq: ACMR), Innodata (Nasdaq: INOD), Baidu (Nasdaq: BIDU), Opko Health (Nasdaq: OPK), SoundHound AI (Nasdaq: SOUN), Hertz Global (Nasdaq: HTZ), Hormel Foods (NYSE: HRL), Ambarella (Nasdaq: AMBA), Brinks (NYSE: BCO), Cars.com (NYSE: CARS), Cheniere Energy (NYSE: LNG), Cheniere Energy Partners (NYSE: CQP), Coterra Energy (NYSE: CTRA), Coupang (NYSE: CPNG), CubeSmart (NYSE: CUBE), EMCOR Group (NYSE; EME), Fortrea (Nasdaq: FTRE), Grindr (NYSE: GRND), J.M. Smucker (NYSE: SJM), Natera (Nasdaq: NTRA), NetApp (Nasdaq: NTAP), NuScale Power (NYSE: SMR), Pembina Pipeline (NYSE: PBA), PENN Entertainment (Nasdaq: PENN), Public Service (NYSE: PEG), Qnity Electronics (NYSE: Q), Rocket Companies (NYSE: RKT), Royal Bank of Canada (NYSE: RY), SBA Communications (Nasdaq: SBAC), Sempra Energy (NYSE: SRE), Sunrun (Nasdaq: RUN), Talen Energy (Nasdaq: TLN), TeraWulf (Nasdaq: WULF), Toronto-Dominion Bank (NYSE: TD), Warby Parker (NYSE: WRBY).
Notable IPOs Today: APEX Tech Acquisition Inc. (NYSE: TRAD), RF Acquisition Corp III Ordinary Shares (Nasdaq: RFAM), Fortress Value Acquisition Corp. V Class A Ordinary Shares (Nasdaq: FVAV), Birchtech Corp. (NYSE American: BCHT).
Notable Equity Crowdfunding Campaigns Ending Today: Unicorns of Love (Crowdcube).
Notable Economic Events Today: Jobless Claims (8:30 a.m. ET), Fed's Balance Sheet (4:30 p.m. ET).
Salesforce's Weak Outlook
Salesforce $CRM ( ▲ 3.41% ) fell 4.56% in after-hours trading on Wednesday after posting mixed financial earnings results and a lower-than-expected full-year sales outlook.
Financials: Salesforce reported earnings of $3.81 per share in the past quarter, which were better than expected. But revenue was just $11.2 billion, which was in-line.
Final Thoughts: The stock was already down 24% this year.
C3.ai Posts Bad Results
C3.ai $AI ( ▲ 1.88% ) plunged 22.11% in after-hours on Wednesday after posting bad financial results.
Financials: C3.ai reported a loss of 40 cents per share in the past quarter and revenue of $53.3 million. Both were lower than expected.
Final Thoughts: The stock is now hitting its all-time low.
Trends to Watch
Slight Rally: Bitcoin snaps back near $69,000 but analysts warn the market may not be out of the woods yet (CoinDesk)
Warning: IMF urges US to change course on economic policy (Financial Times)
Doomscrolling: Why Wall Street panicked over a sci-fi blog post (Vox)
Milestone: Aave crosses $1T in lending as it seeks more bank, fintech integrations (Cointelegraph)
Powerless: US Data Center Construction Fell Amid Permit and Power Delays (Bloomberg)
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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.


