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Closing Bell

Closing Bell Overtime: Nvidia Reports Blowout Earnings 2/25/26

Closing Bell

CNBC

News, Business

4.4139 Ratings

🗓️ 25 February 2026

⏱️ 49 minutes

🧾️ Download transcript

Summary

Nvidia reported Q4 earnings. Investors checking if the AI trade remains intact. We have you covered with every angle. JPMorgan’s Stephanie Aliaga, Sand Hill Global Advisors’ Brenda Vingiello, DA Davidson’s Gil Luria and T. Rowe Price’s Tony Wang provide analysis.

Transcript

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0:00.0

The bell's bringing end to the training day at the NYSC.

0:07.0

Bristol-Myers Squib bringing the bell and at the NASDAQ, a biotechney, doing the honors.

0:11.0

Welcome to closing bell overtime.

0:13.0

We're live in Studio B at the NASAC market site.

0:15.0

I'm Melissa Lee along with Mike Santoli, and it's a very big day.

0:18.0

We're less than 20 minutes away from Nvidia earnings.

0:20.0

It is the biggest

0:21.4

stock in the markets by market cap, about $750 billion ahead of Apple. It still hasn't gotten

0:27.3

back to the $5 trillion level at first hit in October, but the stock is up 10% since its last earnings

0:32.7

report just three months ago. The best performing Mag 7 name over that span. Sorry. Well, InVIDIA is not the only big

0:40.2

name that we're waiting for. We'll get two key reads on the state of the software trade. Sales

0:44.5

Force and Snowflake also on deck to report. Both those names caught in the recent downturn.

0:49.3

Stocks off more than 16% in the past month. So excited about it. I know. I kept talking. Can't even stay still.

0:55.7

As we await those results, we did see bullish market action today. The Dow up 300 points.

1:00.1

The SPA 500, nearly 1% up. The NASDAQ up by 1 and a quarter percent.

1:05.6

Yeah, money moving into crypto as well, an 8% bounce for Bitcoin. Also a huge gain for circle shares following that company's earnings.

1:13.6

Those factors contributing to big jumps for Coinbase and Robin Hood leading the financial

1:18.6

sector.

1:19.6

All of that describes lots of stuff that's been leading to the downside, getting a lot of relief today.

1:24.6

So whether that means that, you know, we've come to the end of some kind of corrective process, the hardest hit stuff in the market basically finds a bid, or if it's just the market kind of pulling into neutral before the big Nvidia number. You have to wonder if we're going to look back on the day when the IGV hit 76 and change and look at that as the bottom of the market, especially when you take a look at the workday action in today. That was really interesting. Definitely.

1:47.1

It was slammed in the after-hour session yesterday, opened much lower and then turned around.

1:50.3

You had certainly the action in the IGV. You had everybody taking a substack post over the weekend,

...

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