economy
February 22, 2026
Here are the 5 big things we're watching in the stock market this week
Nvidia and Salesforce, key gauges of the AI and software trades, are set to report earnings.
TL;DR
- Nvidia's fiscal Q4 earnings are expected to show significant year-over-year growth, with investor focus on its Q1 fiscal 2027 guidance and gross margin outlook.
- Salesforce's earnings call will be critical for understanding AI adoption and the company's long-term strategy against in-house AI solutions and AI-native startups.
- Home Depot and TJX Companies' earnings will offer insights into the retail sector, influenced by interest rates, consumer spending, and the recent Supreme Court tariff ruling.
- Qnity Electronics' debut earnings report as a standalone company will shed light on the demand for AI semiconductor materials, particularly High-Bandwidth Memory (HBM).
- The January Producer Price Index (PPI) report will be the main economic data release, serving as a leading indicator for consumer inflation.
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