Wall Street opens higher, spotlight on Nvidia and AI

Wall Street opened in positive territory on February 25, 2026. The main U.S. equity indexes moved higher, supported by a rebound in the technology sector and by anticipation surrounding quarterly results from Nvidia, due after the closing bell.

At the opening, the Dow Jones Industrial Average gained around 0.3%, while the S&P 500 and the Nasdaq Composite also traded above the flatline, in line with the positive tone seen in futures during the previous session. The rebound follows a solid close on Tuesday and signals a partial easing of the tensions that had characterized recent weeks.

Investor sentiment is being driven primarily by the semiconductor sector. Nvidia’s earnings are widely viewed as a key market mover for the broader technology space and, more generally, for the balance of heavily weighted indexes. Markets are looking for updates on demand trends linked to artificial intelligence and on margins in the data center segment—both critical elements in assessing the sustainability of the AI-driven rally.

Among the stocks under close watch are Advanced Micro Devices, buoyed by expectations around its chip business, as well as tech heavyweights such as Apple and Salesforce, which attracted buying interest in the previous session.

On the macro and geopolitical front, however, caution persists. Recent trade tensions and the prospect of new tariff measures continue to weigh on global growth expectations, while investors are monitoring upcoming data on consumer confidence and the labor market to fine-tune bets on the Federal Reserve’s next moves.

Overall, the backdrop remains one of cautious optimism: Wall Street is attempting to consolidate its recovery, but much will depend on whether technology earnings can confirm that the artificial intelligence boom is translating into solid and sustainable profit growth.

Andrea Pelucchi