Presented by

NEWS
AI Names Need A New Catalyst

U.S. stocks had a volatile day amid Trump’s tariff talks and mixed earnings results, with investors anxiously awaiting Nvidia’s results. Those hoping for a major move were disappointed, with a third straight earnings beat failing to spark momentum. With that finished, the next catalyst will likely be Friday’s inflation print. 👀 

Today's issue covers Nvidia’s lackluster post-earnings move, Applovin’s 50% weekly decline, Trump’s latest tariff moves, and more from the day. 📰

Here’s the S&P 500 heatmap. 3 of 11 sectors closed green, with technology (+1.09%) leading and consumer staples (-1.91%) lagging.

And here are the closing prices: 

EARNINGS
Nvidia Scores Again, But Crowd Unimpressed 😐️ 

The chipmaker leading the artificial intelligence (AI) revolution delivered another earnings and revenue beat paired with strong guidance, but for the third straight quarter, the bulls could not get any momentum going. 

Earnings per share of $0.89 on revenues of $39.33 billion topped the $0.84 and $38.05 billion expected. First-quarter revenue guidance of $43 billion (+_2%) implies YoY growth of 65%, topping estimates. 📊 

Management expects “a significant ramp” of Blackwell sales during the first quarter, though newer data center products that are more complicated and expensive has put some pressure on gross margins.

Ultimately Nvidia’s growth is slowing due to its size, but investors are focused mostly on how quickly the company can ship Blackwell chips this year. Management seems optimistic about these chips’ prospects. “Blackwell sales were led by large cloud service provider which represented 50% of our Data Center revenue.” 👍️ 

As for DeepSeek AI and the risks of more efficient models reducing the need for chips, CFO Colette Kress said, “Long-thinking, reasoning AI can require 100 times more compute per task compared to one shot inferences…” Additionally, management is optimistic about automotive and robotics being significant growth categories. 🤖 

The company has a $0.01, which had some investors questioning why it’s returning cash to shareholders rather than investing in growth, especially since it bought back $33.7 billion in shares during fiscal 2025.

With shares essentially flat after the bell and sitting at the same level as last June, the majority of the Stocktwits community remains optimistic. Roughly 77% of 8,200+ poll respondents are either adding shares or staying long after earnings. 🐂 

SPONSORED
Join Top Investors Before This “Unlisted” Stock's Share Price Changes Tomorrow

When the team that created Zillow and grew it into a $16B real estate leader starts a new company, investors take note. That’s why top firms like SoftBank and Maveron already invested in Pacaso.

Pacaso’s disruptive co-ownership model took America by storm, earning $100M+ in gross profits in just four years. Now, they’re turning their focus to expanding internationally – which is why their share price is changing tomorrow, February 27.

Pacaso has already sold out two Paris homes in record time, with another on its way. In London, they just finalized the purchase of their most expensive European home yet. Meanwhile, in Cabo, they’ve added seven homes. And this is just the start. That’s why they formed a new partnership with a private UK lender to aid further growth.

Soon, Pacaso will become a globally known brand – which means the current $2.70/share price won’t last long. Lock in your stake before tomorrow, 2/27.*

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here. This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com.