Closing Bell: Make-or-Break Earnings Moment 2/25/26
Closing Bell
CNBC
4.4 • 139 Ratings
🗓️ 25 February 2026
⏱️ 43 minutes
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| 0:00.0 | All right, guys, thanks so much. |
| 0:01.9 | Welcome to closing bell. |
| 0:03.0 | I'm Scott Wapner, live from Post 9. Here at the New York Stock Exchange, and this make or break out begins with the big countdown. Invidia, Salesforce, and Snowflake, all reporting earnings in overtime tonight. And our team of experts, there you see them, they are at the ready. With everything you need to know to get you set up for a critical evening. |
| 0:21.9 | In the meantime, let's show you the scorecard with 60 to go in regulation today. |
| 0:26.0 | We are higher across the board today led by the NASDAQ 1.5%. |
| 0:30.4 | The mega caps are looking pretty good. |
| 0:32.7 | And so are the software names. |
| 0:35.3 | That hasn't been the story that many times over the last six months, |
| 0:39.4 | but we're watching that very closely. And look at them. They are all running into these numbers |
| 0:44.5 | tonight. Elsewhere, the banks and private credit names are green, are focused pretty heavy there |
| 0:49.6 | as well. There's Blue Owl in the center of a lot of these questions, up more than 6% today. Not so much for First Solar, though. It's been a big decliner on the day near 14% on its outlook. TJX, they beat and guided ahead of the street. That stock, though, not doing too much on that. We'll watch all of that. It does take us to our talk of the tape, the future of the tech trade, arguably on the line tonight, as NVIDIA and those three of those marquee software names do |
| 1:17.5 | report. So let's welcome our panel to discuss. CNBC's Christina Parts of Nevelos and Simomodi, |
| 1:23.2 | star Bernstein analyst, Stacey Raskon with cnbc contributors capital area planning groups |
| 1:28.4 | malcolm ethriac requisite capitals brin tockington it is so great to have everybody with us |
| 1:33.4 | the first ever six box on the closing bell at least when i've been doing it so here we go and |
| 1:39.1 | it's worthy christina because this is a huge night we're going going to start with you. What matters more than anything |
| 1:44.9 | else? Commentary from Jensen on the earnings call. Largely the street, every single guest on our |
| 1:51.2 | network, retail investors, everybody seems to be very convinced that earnings are going to be a beat, |
| 1:57.3 | maybe to the magnitude of roughly $3 billion for revenue that just |
| 2:01.2 | passed. And that's because the supply chain has been telling us this for quite some time. |
| 2:05.4 | Foxcon, for example, one of their suppliers work through Chinese New Year just to keep up with |
| 2:10.1 | orders. And then the second thing is that hyperscalers that keep spending. So we kind of already |
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