Closing Bell Overtime: NVIDIA Slips but Software Bounces 2/26/26
Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA’s pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit…
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