Gotrade News - The Dow Jones just hit an all-time high at 49,174, and tonight is shaping up to be one of the busiest sessions this quarter. Nvidia (NVDA) earnings, the State of the Union address, and a dovish signal from a Fed official are all dropping at the same time.
Over the past 24 hours, AMD surged after locking in a massive "6-gigawatt" AI chip deal with Meta Platforms, while PayPal jumped 7% on rumors that Stripe is eyeing an acquisition. The Supreme Court's decision to strike down some of the administration's reciprocal tariffs also took the edge off global trade fears.
Key Takeaways:
- Nvidia reports Q4 earnings tonight, a make-or-break moment for AI sector valuations
- The AMD-Meta deal signals that the AI infrastructure race is heating up fast
- Dow hits a fresh all-time high at 49,174, fueled by easing trade tensions post-tariff ruling
What's on Deck Tonight
Nvidia is the main event, reporting Q4 earnings after the bell. Analysts are expecting serious volatility since the results will test whether the AI rally still has legs.
Beyond NVDA, a stacked earnings calendar is also in play. Salesforce (CRM), Lowe's (LOW), TJX Companies (TJX), and Synopsys (SNPS) are all on the radar.
President Trump is also set to deliver the State of the Union tonight, with new tax cuts on the agenda. On top of that, Fed Governor Christopher Waller's dovish remarks are adding fuel to rate-cut expectations.
Catch It All Live with Gotrade's Analyst Team
With this many catalysts hitting at once, Gotrade's analyst team is hosting a Market Update & Live Charting session to break it all down in real time. NVDA earnings reaction, AMD-Meta deal impact, State of the Union takeaways, all analyzed live on the charts.
The stream kicks off at 9:00 PM GMT+7, Wednesday (02/25) and it's completely free. Click the link below to join tonight's session
