Market Report, 2026-02-25

Stocks ended the session with gains on Wednesday as investors awaited Nvidia’s earnings, the centerpiece of the AI investment theme. The company delivered a solid and inspiring outlook about an hour ago, with CEO Jensen Huang giving a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track. This development has eased concerns among investors who have been worried about a bubble in AI investments as corporations race to develop their own AI capabilities.

The market received the news well but did not surge significantly after the close. By the time the regular market session ended, most major stock indices had already posted solid returns. The Dow Jones Industrial Average rose 308 points to 49,482. The NASDAQ gained 1.41% to 25,329. The S&P 500 rose 0.81% to 6,946. Sectors showed mixed performance, however, with technology and financials being the only two sectors with significant gains, while more than half of the sectors ended the day in the red, once again reminding us how much weight the technology sector carries in the market.

The bond market retreated slightly as investors became more optimistic. Both the 5-year and 10-year Treasury yields rose 3 basis points to 3.63% and 4.06%, respectively.

It was a day with minimal economic data, and the major earnings developments took place after the market closed, so we expect to see more action tomorrow as the information becomes more fully digested. We will continue to provide updates. Thank you for listening—this is Adams Wealth Advisors.