Feb 26 | Semis Crash 3% as Nvidia's $68B Quarter Triggers Rotation скачать в хорошем качестве

Feb 26 | Semis Crash 3% as Nvidia's $68B Quarter Triggers Rotation

Nvidia delivered a massive $68 billion quarter and the stock still fell — semiconductors plunged over 3% as traders questioned whether hyperscaler capex spending is sustainable. The NASDAQ dropped over 350 points while the S&P 500 slipped 0.53% to 6,909. *In This Episode:* 0:00 Intro 4:26 Week in Review 9:57 Commodities 12:39 Currencies 14:44 Treasury and Rates 17:02 Federal Reserve 33:17 Top Stock Picks 41:45 Top ETF Picks 46:37 Congressional Trading 48:44 Insider Activity 50:38 Smart Money Positioning 52:30 Economy and Labor 1:08:38 Federal Budget 1:16:07 Week Ahead But beneath the tech selling, a major rotation is underway. Software stocks surged 2.2%, financials climbed 1.26%, and small caps gained 0.52%. Eight sectors finished green while semiconductors and broader tech took the hits. Salesforce posted $11.2B in Q4 revenue and announced a $50 billion buyback program. Gold sits at $5,194 per ounce, up 18% year-to-date, while the 10-year yield dropped to 4.02%. The VIX held steady at 18.63, and the yield curve is no longer inverted — the 10-year now sits 60 basis points above the 2-year. We break down the Fed's balance sheet, the $38.8 trillion national debt, and what's driving precious metals higher in 2026. *Links:* 🌐 https://www.stockbeaver.com 🐦 https://x.com/stock_beaver Disclaimer: This content is for educational and informational purposes only and does not constitute financial, investment, tax, or legal advice. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. #stocks #investing #stockmarket #finance #economy #podcast #marketanalysis #wallstreet #sp500 #nasdaq #federalreserve #trading #bitcoin #crypto #StockBeaver