Financial Summary: Thursday, February 26, 2026

Tech stocks in India are experiencing a rally as investors await Nvidia's earnings report, boosting optimism in the AI sector.

The Indian stock market is showing positive momentum with the Sensex and Nifty 50 gaining ground, supported by favorable global cues.

Metal stocks surged over 7% as analysts predict a potential upside of up to 25% due to firm base metal prices.

Home First Finance shares dropped nearly 6% after promoters sold a Rs 660 crore stake, despite strong past performance.

Federal Reserve governor Stephen Miran suggests implementing four interest rate cuts this year to support the economy.

Sebi warns investors about fake notices demanding Securities Transaction Tax payments, urging caution.

Despite Nvidia's better-than-expected results, the overall tech sector faced pressure as concerns about AI investments resurfaced.

The Indian government is set to divest its stake in Indian Railway Finance Corporation, though analysts warn of limited financial benefits.

Yes Bank executives are under investigation by the Reserve Bank of India following a major security breach affecting customer data.

Despite a decline in the Nifty IT index, 25 Indian IT stocks show resilience, indicating potential growth in AI infrastructure.

Defence stocks in India, including HAL and BEL, gained up to 5% amid speculation of a defence deal with Israel during PM Modi's visit.

Remote work has significantly boosted online shopping spending compared to traditional office workers.

Salesforce shares fell after a disappointing revenue forecast, despite announcing a $50 billion stock buyback plan.

Nvidia achieved its first $200 billion year, driven by AI investments, and expects continued growth.

Circle Internet reported a significant profit increase due to rising demand for its stablecoin, highlighting crypto market resilience.

Tejas Networks shares surged 10% after securing a major deal with NEC Corporation for 5G MIMO radios.

Sanofi Consumer Healthcare's shares jumped 14% following a 50% increase in Q4 profit and a dividend declaration.

Bharti Airtel announced a Rs 20,000 crore investment in its new NBFC, Airtel Money Limited, to strengthen its credit market presence.

Rolls-Royce shares rose 6% after raising its profit outlook to over £4 billion and announcing a share buyback plan.

Citigroup made a strategic investment in Japan's Sakana AI, reflecting the growing interest in AI technologies.

MP Materials selected Texas for a $1.25 billion rare earth magnet manufacturing facility, enhancing U.S. supply chains.

Papa John's announced the closure of 300 stores and a 7% reduction in corporate staff as part of a restructuring effort.

C3.ai has cut 26% of its workforce as the CEO acknowledges failures in financial performance and operational efficiency.

Walmart will pay $100 million to settle FTC allegations regarding deceptive practices related to delivery drivers.

Stellantis reported its first annual loss since 2021, citing a retreat from electric vehicle targets as a contributing factor.

Intrinsic is merging with Google to enhance robotics capabilities through Gemini models and collaboration with Google DeepMind.

Nvidia reported a strong Q4 earnings report, with a 75% surge in data center revenue, boosting confidence in AI spending.

Asian tech stocks rallied following Nvidia's positive earnings, increasing investor confidence in the tech sector.

Silicon Valley companies are investing $265 million to influence AI regulations in Congress and state legislatures.

Google has launched Nano Banana 2, an upgraded version of its Gemini AI image generator, featuring enhanced speed and real-time sourcing capabilities.

A new financial model has been introduced that allows cryptocurrency holders to unlock liquidity without the need to sell their assets.

A recent RAM upgrade has seen a significant price increase, prompting discussions on market trends and consumer sentiment in tech hardware.

Qnity, a newly spun-off company, showcases its potential in the AI sector, attracting investor attention despite a broader tech market rotation.

Instagram will implement parent alerts for teens searching for suicide or self-harm content as part of Meta's ongoing trials.

The UK government plans to ban cryptocurrency products in ISAs starting April, raising regulatory concerns.

The US Supreme Court's ruling against Trump's tariffs has created uncertainty in international trade agreements.

Iran is seeking US investment in its oil and gas sectors to mitigate military conflict risks.

Hungary has accused Ukraine of causing an 'oil blockade' affecting its Russian oil supplies, deploying troops to secure energy facilities.

Russia reports escalating tensions in Cuba following a deadly incident involving a U.S.-tagged speedboat.

The president of the World Economic Forum, Børge Brende, has resigned amid investigations into his connections with Jeffrey Epstein.

The EU's anti-fraud agency is set to investigate former trade commissioner Peter Mandelson in a wide-ranging probe.

US and Iran report progress in nuclear negotiations, with plans for further talks in Geneva as tensions rise over military buildup in the region.

Democrats are set to push for a vote on war powers regarding Iran amid ongoing military preparations by the US.