Business Market overview

US Stock Futures Muted on Mixed Tech Earnings

Analysis based on 7 articles · First reported Feb 26, 2026 · Last updated Feb 26, 2026

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Market Impact

U.S. stock index futures were muted due to mixed earnings reports from key technology companies like Nvidia and Salesforce, indicating a shift in investor sentiment towards AI monetization. The broader market is experiencing choppiness as investors question the payoff of massive AI spending, with some sectors like software facing significant losses.

Technology Software Semiconductors

Event Summary

U.S. stock index futures were flat on Thursday, influenced by a lukewarm investor response to Nvidia's strong quarterly results and downbeat earnings from Salesforce. Nvidia's stock saw a modest gain after exceeding expectations, but analysts noted a shift in market focus towards tangible AI monetization. Salesforce, however, experienced a significant drop after forecasting lower-than-expected fiscal 2027 revenue, signaling reduced enterprise software spending. Other software companies like The Trade Desk and C3 AI also reported disappointing forecasts and workforce reductions, contributing to a challenging earnings season for the sector. Energy companies ExxonMobil and Chevron Corporation saw slight declines due to lower crude oil prices amid U.S.-Iran talks. The overall market sentiment is characterized by choppiness, with investors questioning the returns on substantial AI investments.

Key Actions

80 Nvidia reported better-than-expected quarterly results and revenue forecast

70 Salesforce forecast fiscal 2027 revenue below expectations

50 The Trade Desk forecast first-quarter revenue below estimates

50 C3 AI forecast current-quarter sales below estimates and cut workforce

30 United States engaged in talks Iran

20 Celsius Holdings reported fourth-quarter revenue above estimates

Entities Involved

stock

Nvidia

Nvidia reported better-than-expected quarterly results and forecast current-quarter revenue above market estimates, leading to a slight increase in its stock price in premarket trading. However, the market's response was lukewarm, indicating a shift in investor expectations regarding AI monetization.

Importance 80 Sentiment 20

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Salesforce

Salesforce shed 3.1%-3.7% after forecasting fiscal 2027 revenue below expectations, signaling sluggish spending on enterprise business software. This contributed to the overall negative sentiment in the software sector.

Importance 70 Sentiment -30

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The Trade Desk

The Trade Desk dropped 16.8%-16.9% after forecasting first-quarter revenue below estimates, facing pressure from larger rivals in the advertising technology sector.

Importance 50 Sentiment -40

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C3 AI

C3 AI slipped 22.7%-24.8% after forecasting current-quarter sales below estimates and announcing a 26% reduction in its global workforce, highlighting challenges in the software sector.

Importance 50 Sentiment -50

cnt

United States

The United States is involved in talks with Iran, which could impact crude oil prices and global supply chains, affecting energy companies like ExxonMobil and Chevron Corporation.

Importance 30 Sentiment 0

cnt

Iran

Iran's talks with the United States are being monitored by investors due to potential impacts on crude oil prices and supply disruptions, which could affect energy companies.

Importance 30 Sentiment 0

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Celsius Holdings

Celsius Holdings jumped 14% after reporting fourth-quarter revenue above estimates, showing positive performance against the general market trend.

Importance 20 Sentiment 30

+ 9 more entities View on Dashboard

Relationships

Raffi Boyadjian related ↔ Trading Point

Nvidia related ↔ Salesforce

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