Wednesday

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Wednesday 📈: Markets climbed to an 11-day high as Nvidia delivered its 14th consecutive earnings beat. $68B in revenue. Guidance up to $79.56B next quarter. The stock barely flinched after hours, because at this point the bar just keeps rising. Trump's State of the Union AI energy pledge moved toward reality, with Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI set to sign a "bring your own power" agreement at the White House on March 4. Salesforce, Snowflake, and Zoom all beat estimates. All fell after hours. This market punishes everything that isn't named Nvidia. Including Nvidia.

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How Is The Market Feeling?

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