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EnglishپارسیEnglishپارسیLowe’s (LOW) reported EPS of $1.98 vs $1.94 expected (+2.06% surprise) and revenue of $20.58B vs $20.34B expected (+1.18% surprise). Market cap is about $147.54B. Shares were down ~5.59% (last $263.02) and -0.01% in extended hours (to $263.00), hinting that investors may be prioritizing guidance, demand durability, and competitive/margin signals over a modest beat (according to the earnings snapshot you provided).
NVIDIA (NVDA) reported EPS of $1.62 vs $1.52 expected (+6.58% surprise) and revenue of $68.1B vs $65.56B expected (+3.87% surprise). Market cap is shown near $4.75T. The stock was up ~1.41% (last $195.56) and +0.66% in extended hours (to $196.85). With numbers beating on both lines, attention typically shifts to forward guidance, AI/data-center demand visibility, and margin trajectory (according to the earnings snapshot you provided).
GoDaddy (GDDY) posted EPS of $1.80 vs $1.58 expected (+13.92% surprise) and revenue of $1.3B vs $1.27B expected (+2.36% surprise). Market cap is about $10.66B. Shares were down ~14.28% (last $79.12) and +0.13% in extended hours (to $79.22), implying the selloff likely reflects guidance, growth outlook, or margin/cost signals rather than the quarter’s beat itself (according to the earnings snapshot you provided).
Home Depot (HD) reported EPS of $2.72 vs $2.54 expected (+7.09% surprise) and revenue of $38.2B vs $38.14B expected (+0.16% surprise). Market cap stands near $373.88B. Despite the beat, the stock was down ~2.32% (last $375.57) and +0.11% in extended hours (to $376.00), suggesting investors may be leaning more on guidance, housing-linked demand signals, and margin commentary than the headline numbers (according to the earnings snapshot you provided).
South Korea’s KOSPI led Asia on Thursday, jumping over 2% to a fresh record of 6,222.14, as Nvidia’s earnings reinforced confidence that AI-driven demand for advanced chips is not cooling meaningfully.
The rally was powered by Samsung Electronics and SK Hynix—key memory-chip suppliers to Nvidia—both of which surged to record highs and provided the biggest lift to the index, even as Nvidia itself was choppy in after-hours trade.
Beyond the AI tailwind, local catalysts added fuel:
Source: Samsung and SK Hynix statements
Wall Street finished Wednesday (Feb. 25) higher, extending a tech-driven rebound as AI disruption worries eased and investors positioned ahead of Nvidia’s results.
Under the hood: Tech led sector gains while industrials lagged. Nvidia posted Q4 revenue above estimates and traded higher after hours, reinforcing the AI-bull case despite recent volatility across software and housing-linked names.
Source: Reuters
European markets finished Wednesday firmly higher, with gains led by Spain and the UK and a solid uplift across the region’s benchmark indices.
Market take: The close points to a risk-on tone with broad participation, suggesting investors were comfortable adding exposure across both core and peripheral Europe rather than hiding in a single pocket.
Japan’s Nikkei is up about 15% year-to-date, drawing renewed bullish calls for a re-rating of Japan Inc. as analysts point to improving earnings and corporate governance.
Deutsche highlights a potential “flow shock” catalyst: Japanese investors are estimated to hold roughly $2.25 trillion in foreign equities. Even a modest rotation back into domestic stocks could be a meaningful tailwind for both the Nikkei and the yen, via stronger local equity demand and potential FX repatriation effects.
Source: Deutsche Bank research note;
South Korea, Taiwan, and Japan are increasingly the “picks-and-shovels” winners of the AI cycle—benefiting from surging global AI capex because they manufacture much of the equipment and components that AI runs on.
Markets are already reflecting that dynamic:
The message from the tape: while U.S. tech can be hostage to valuation swings, the hardware supply chain is being priced like the direct earnings transmission of the AI buildout—hence the “Eat your heart out, Nasdaq” punchline.
The post–Supreme Court tariff fallout is shifting from policy shock to legal and cash-flow chaos, with importers scrambling to recover roughly $170B in now-illegal tariff payments. More than 1,800 lawsuits have already been filed at the U.S. Court of International Trade, and any reimbursements are widely expected to accrue to importing companies—not consumers who bore the cost through higher prices.
Risk sentiment soured alongside the refund uncertainty, pushing equity futures lower.
Latest levels (futures):
Source: Reuters; CME Group; MarketWatch
Nvidia (the world’s most valuable listed company) is set for a high-stakes earnings print, with forecasts pointing to another sharp jump in profitability—but with unusually wide dispersion across analyst estimates.
Why it matters: the combination of strong headline growth and a very wide forecast range suggests the market is pricing not just the result, but the “story”—guidance, AI demand visibility, and margin trajectory—where a surprise can quickly re-rate expectations.
Source: LSEG (via Reuters).
eBay (EBAY) reported EPS of $1.41 vs $1.35 expected (+4.44% surprise) and revenue of $3.00B vs $2.87B expected (+4.53% surprise), beating on both lines. Shares were up ~3.13% (last $84.75) and -0.18% in extended hours (to $84.60). Market cap stands near $38.31B, and the next market focus is typically GMV trends, take-rate/fees, and forward guidance.