CNBC Business News Update Market Close: Stocks Higher, Nvidia Earnings Beat Estimates, Home Sales Still Sluggish 2/25/26
Feb 25, 2026
A market roundup covering index gains and which sectors led the rally. A deep dive into Nvidia's quarterly beat and investor reactions to the CEO's remarks. Discussion of major tech moves like Salesforce’s huge buyback and Snowflake's reaction. Talk about tariff-driven market jitters and why mortgage rates near four-year lows have not revived home sales. A quick consumer note on Panera’s new value meal.
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Markets Showing Resilient Momentum
- U.S. markets were positive with the Dow on pace for a 10th straight winning month.
- The Dow rose 307 points while the S&P and Nasdaq also gained, signaling broad sentiment despite mixed breadth.
Nvidia Results Reinforce AI Trade
- Nvidia beat quarterly estimates and moved higher in after-hours trading, reinforcing the AI investment theme.
- Analysts flagged CEO commentary as pivotal for investors deciding how much of the AI trade to price in going forward.
Big Buybacks Can Coincide With Weak Guidance
- Salesforce announced a $50 billion buyback but missed revenue guidance, causing shares to slip after hours.
- Snowflake posted results that nudged its shares higher in after-hours trading amid mixed corporate earnings.