Wall Street Futures in the Buzz

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Find out what happening right now and get all the pieces of the puzzle on important data activity before the major news sources break the story and see what are the trends
 

•  26 Feb 2026
 

•   AI  
   
  -18.43%
•   AMD  
   
  -2.43%
•   BIDU  
   
  -5.00%
•   CRM  
   
  +1.42%
•   IONQ  
   
  +18.96%

$NVDA Futures are flat despite a fourth-quarter beat, with revenue at $68.13B versus $66.21B expected and data center up 75% to $62.3B. The restrained reaction signals saturation in positioning rather than skepticism on fundamentals. Investors are recalibrating from earnings momentum to durability of hyperscaler AI capex. The marginal buyer now requires visibility into forward order cadence, not just backward-looking beats.

$CRM declined roughly 4% even after topping quarterly expectations, as FY2027 revenue guidance of $45.8B–$46.2B trailed consensus near $46.11B. The market is discounting AI monetization timelines in mature SaaS models. Multiple compression reflects sensitivity to long-duration growth assumptions as incremental AI attach rates fail to offset core deceleration.

$TTD fell 16–17% after guiding Q1 EBITDA to $195M versus $223M expected, with softer revenue outlook tied to advertising demand and macro uncertainty. The divergence between prior-quarter beats and forward guidance reinforces a pattern: digital ad beta is re-pricing to economic cyclicality. Capital is rotating away from discretionary exposure toward balance sheet defensiveness.

$NTNX surged 19–23% following a multi-year AI infrastructure partnership with $AMD, including a $150M equity investment at $36.26 per share. The move reflects scarcity premium in AI-enablement platforms with strategic validation. Unlike speculative AI beta, this rally is anchored in capital commitment and ecosystem integration, suggesting improved revenue durability.

$IONQ gained 12–15% on revenue guidance of $225M–$245M versus $191M expected, despite widening losses. The rebound follows short-seller scrutiny, indicating positioning asymmetry rather than fundamental inflection. High volatility remains structural given early-stage commercialization and dependence on forward contracts.

$AI dropped 22–24% after fiscal Q3 revenue of $53.3M missed the $76M consensus, with a wider-than-expected loss. The reaction underscores dispersion within AI equities: thematic exposure does not immunize against execution gaps. Capital is differentiating between revenue scale and narrative alignment.

$SNPS fell approximately 3–4% as full-year revenue guidance of $9.56B–$9.66B bracketed but did not exceed consensus. In semiconductor design software, premium multiples require accelerating backlog conversion. The muted outlook contrasts with upstream chip demand strength, suggesting temporal lag between silicon cycles and EDA monetization.

$BIDU declined about 3.5% after Q4 earnings missed amid advertising weakness and continued AI investment. The pattern mirrors global peers: AI capex is pressuring near-term margins while core ad demand remains uneven. The equity response reflects skepticism toward near-term operating leverage in China’s digital economy.

$WBD traded flat following a 6% revenue decline driven by linear TV and film softness. Stability in the shares, despite deteriorating top line, suggests expectations are already reset. The unresolved strategic optionality around consolidation remains a latent variable in valuation.

$SJM rose roughly 7% after posting fiscal Q3 EPS of $2.38 on $2.34B revenue, both ahead of consensus. In a session dominated by AI dispersion, defensive cash-flow consistency attracted incremental capital. Staples are quietly reasserting relative strength as growth volatility widens.

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