Stocks Climb Ahead of Nvidia’s Earnings Results

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higher today, with the S&P 500 and Nasdaq 100 posting 1.5-week highs.  Strength in AI-infrastructure companies, software stocks, and chipmakers is leading the broader market higher.  Stocks have carryover support from Tuesday, when AI startup Anthropic PBC eased AI disruption concerns after saying its new AI tools for its Claude Cowork agent software will integrate rather than displace existing systems.  The markets await Nvidia’s earnings results after today’s close to see if the surge in artificial intelligence spending is continuing.  Bloomberg estimates Nvidia’s Q4 revenue to be $65.91 billion.Micron Stock Trades Near Record High — Cash Out or Hold On?Microsoft Stock Just Flashed an Ultra-Rare Bullish Signal for Options TradersWestern Digital Is Selling Sandisk Stock. Should You?Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else.In Tuesday night's State of the Union address, President Trump doubled down on his commitment to tariffs.  President Trump’s new 10% global tariffs went into effect on Tuesday after the Supreme Court struck down his global “reciprocal” tariffs last Friday. Mr. Trump subsequently threatened to raise the global tariff rate to 15%, and an administration official said the White House is working on a formal order to implement that higher rate, but the timeline for its implementation has not been finalized.  Mr. Trump is applying the 10% baseline levy under Section 122 of the 1974 Trade Act, which allows the president to impose the charge for 150 days without congressional approval.Geopolitical risks are a negative for stocks.  Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days.  US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program.  Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program, and that he thought 10 to 15 days was “pretty much” the “maximum” he would allow for negotiations to continue.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,908.86 -37.27 (-0.54%)Dow 3049,499.20 +17.05 (+0.03%)Nasdaq22,878.38 -273.70 (-1.18%)Russell 20002,677.29 +13.96 (+0.52%)VIX18.63 +0.70 (+3.90%)Gold5,202.80 +8.60 (+0.17%)Trending tickersXYZ Block, Inc. 54.53 +2.59 (+4.99%)CRWV CoreWeave, Inc. 97.63 -0.38 (-0.39%)DUOL Duolingo, Inc. 117.45 +5.80 (+5.19%)RKLB Rocket Lab Corporation 72.65 +2.45 (+3.49%)DELL Dell Technologies Inc. 121.45 -2.03 (-1.64%)PortfolioSign in to access your portfolioSign inTop gainersSEZL Sezzle Inc. 84.70 +22.08 (+35.26%)LMAT LeMaitre Vascular, Inc. 113.69 +22.31 (+24.41%)FA First Advantage Corporation 11.69 +2.17 (+22.79%)IONQ IonQ, Inc. 40.88 +7.29 (+21.70%)HPP Hudson Pacific Properties, Inc. 7.69 +1.33 (+20.91%)Top losersEOSE Eos Energy Enterprises, Inc. 6.74 -4.39 (-39.44%)ACMR ACM Research, Inc. 57.04 -11.43 (-16.69%)FOUR Shift4 Payments, Inc. 48.41 -8.96 (-15.62%)FSK FS KKR Capital Corp. 11.29 -2.03 (-15.24%)MIRM Mirum Pharmaceuticals, Inc. 92.19 -16.43 (-15.13%)Most activeNVDA NVIDIA Corporation 184.89 -10.74 (-5.49%)EOSE Eos Energy Enterprises, Inc. 6.74 -4.39 (-39.44%)NU Nu Holdings Ltd. 15.06 -1.59 (-9.55%)PLUG Plug Power Inc. 1.9100 0.0000 (0.00%)AAL American Airlines Group Inc. 13.94 +0.62 (+4.65%)Top economic eventsEarnings eventsMy earnings eventsEarnings events