About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

1. 2月26日(周四)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.12%，标普500指数期货涨0.08%，纳指期货涨0.02%。 | ■ US 30 | 49,540.40 | 49,541.20 | 49,360.00 | +58.10 | +0.12% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,952.00 | 6,958.00 | 6,930.80 | +5.90 | +0.08% | | ■ US Tech 100 | 25,333.90 | 25,369.80 | 25,218.70 | +4.90 | +0.02% | 2. 截至发稿，德国DAX指数涨0.46%，英国富时100指数涨0.19%，法国CAC40指数涨0.92%，欧洲斯托克50指数涨0.37%。 伊美第三轮谈判暂停，将于晚些时候恢复。据伊朗媒体以及阿曼方面确认，伊美在瑞士日内瓦举行的新一轮间接谈判暂停，计划于当天 晚些时候继续进行。阿曼方面表示，今日在日内瓦交换了富有创意且积极的方案，希望美伊谈判能取得更多进展。据报道，一辆据信载 有美国外交官的车队已离 ...

Nvidia ‌rose 1.2% in ⁠premarket trading ⁠after the chipmaker posted better-than-expected results for the January quarter and forecast current-quarter revenue above market estimates."The needle has clearly shifted when it ​comes to what its going to take to convince investors that the billions being poured into AI infrastructure will pay off," ​said Raffi Boyadjian, lead market analyst at Trading Point."Markets are now moving into a phase where they want to see tangible results of AI monetization before pus ...

Salesforce has reported a net income of $1.94bn, or $2.07 per diluted share, for the fourth quarter (Q4) ended 31 January 2026, a 14% increase compared to $1.7bn, or $1.75 per diluted share, for the same period of 2025. For the quarter, the company reported total revenue of $11.2bn, up from $10bn in the same period a year earlier, reflecting a 12% increase year-over-year and 10% growth in constant currency. Subscription and support revenue reached $10.7bn, representing a 13% annual rise. Current remain ...

6. Alphabet将机器人软件子公司Intrinsic重新划归至谷歌旗下，加码物理AI布局。 美股时段值得关注的事件： 1. 美国三大股指期货小幅上涨，纳指期货涨0.04%，标普500指数期货涨0.1%，道指期货涨0.11%。 2. 欧股主要指数齐涨，德国DAX指数涨0.51%，英国富时100指数涨0.12%，法国CAC指数涨0.95%，欧 洲斯托克50指数涨0.42%。 3. 英伟达Q4营收同比增长73%至681亿美元创新高，Q1业绩指引强劲；预期芯片收入将超越5000亿美元 的目标。 4. 英伟达CFO：公司获准向中国出口少量H200芯片，但尚未获得任何收入。 5. 据报苹果为iPhone 17系列敲定三星DS部门LPDDR5X订单，价格提高100%。 21:30 美国至2月21日当周初请失业金人数 (格隆汇) 7. 特斯拉中国"变相降价"，推出五年零息购车方案。 8. 礼来：在2型糖尿病试验中，Orforglipron在血糖控制和减重方面均优于司美格鲁肽。 9. AMD和Nutanix联合开发一个开放的全栈人工智能(AI)基础设施平台。 10. SK海力士携手闪迪启动高频宽快闪记忆体全球标准化进程。 ...

Nvidia's stellar quarterly results garnered a lukewarm ​response from investors and downbeat earnings ​from software company Salesforce weighed on sentiment. Nvidia inched 0.6 per cent higher in premarket trading ​after the chipmaker posted better-than-expected results for the January quarter and forecast current-quarter revenue above market estimates.Most megacap and growth stocks including Apple and ​Microsoft were trading in the flat-to-lower band. Salesforce shed 3.1 per cent after the cloud software p ...

Company Performance - Driven Brands Holdings Inc. (NASDAQ:DRVN) fell 5.09% after canceling its earnings release due to material errors in its financial statements for fiscal years 2023 and 2024 [3] - Nvidia Corp. (NASDAQ:NVDA) increased by 1.28% after reporting better-than-expected fourth-quarter financial results and providing first-quarter sales guidance above estimates [4] - Salesforce Inc. (NYSE:CRM) dropped 3.94% despite positive earnings, as its future estimates fell short of Wall Street's expectations [4] - Dell Technologies Inc. (NYSE:DELL) was down 0.38% with analysts expecting earnings of $3.53 per share on revenue of $31.75 billion [5] - Benzinga's Edge Stock Rankings indicate that DRVN maintains a weak price trend over the long, medium, and short terms, with a poor quality score [6] Market Insights - BlackRock remains overweight on U.S. equities, citing a favorable macro backdrop characterized by continued Federal Reserve easing and strong corporate earnings [8] - BlackRock anticipates steady growth and inflation that could drift below 2%, while remaining cautious about long-term fiscal health [9] - BlackRock views recent trade developments as stable, noting that the administration's focus on trade remains central to its economic and strategic policy [10]

Company Performance - Driven Brands Holdings Inc. (NASDAQ:DRVN) fell 5.09% after canceling its earnings release due to material errors in its financial statements for fiscal years 2023 and 2024 [3] - Nvidia Corp. (NASDAQ:NVDA) increased by 1.28% after reporting better-than-expected fourth-quarter financial results and providing first-quarter sales guidance above estimates [4] - Salesforce Inc. (NYSE:CRM) dropped 3.94% despite positive earnings, as its future estimates fell short of Wall Street's expectations [4] - Dell Technologies Inc. (NYSE:DELL) was down 0.38% with analysts expecting earnings of $3.53 per share on revenue of $31.75 billion [5] - Benzinga's Edge Stock Rankings indicate that DRVN maintains a weak price trend over all time frames, while NVDA has a strong price trend but a weak value score [4][6] Market Insights - BlackRock remains overweight on U.S. equities, citing a favorable macro backdrop with continued Federal Reserve easing and strong corporate earnings [8] - The firm anticipates steady growth and inflation potentially drifting below 2%, while expressing caution about long-term fiscal health [9] - BlackRock views recent trade developments as stable, emphasizing the importance of monitoring geopolitical fragmentation as a new return driver beyond technology [10]

赛富时(CRM.US)盘前跌4%报184美元。消息上，赛富时公布的26年第四季度营收为112亿，超过了市场 普遍预期的111.8亿。根据Benzinga Pro的数据，调整后的每股收益为3.81，高于预期的3.04。 公司首次发布2027财年全年营收预期，预计为458亿美元至462亿美元，同比增长10%至11%（按固定汇 率计算），其中Informatica的贡献约为3个百分点。基本符合分析师的预估，但未能打动投资者。新财 年营收展望不温不火，加剧了投资者对于这家客户管理软件巨头在人工智能（AI）时代可能被新竞争 对手抢走市场的担忧。(格隆汇) | CRM 塞富时 | | | | --- | --- | --- | | 191 750 ↑ +6.330 +3.41% | | 收盘价 02/25 16:00 美东 | | 184.000 ↓ -7.750 -4.04% | | 盘前价 02/26 04:06 美东 | | 三 71 24 华 S 9 日 ♥ 自选 | | ● 快捷交易 | | 最高价 192.600 | 开盘价 183.000 | 成交量 2187.51万 | | 最低价 182.261 | 昨 ...

Salesforce由于投资者担心人工智能对软件行业的威胁，预计本财年的收入增长速度将与上一年大致相 同。 Salesforce首席执行官周三在与投资者的电话会议上表示，他并未因近几周软件公司普遍遭遇的抛售潮 而感到不安。此次抛售潮的根源在于人们担心人工智能公司会取代软件服务。他表示，公司股价本月早 些时候跌至三年来的最低点，这为批准一项500亿美元的股票回购计划创造了机会。 "这并非我们第一次遭遇SaaS危机，"Salesforce首席执行官说道，他指的是软件即服务。"我们这次也能 挺过去，所以这是一个绝佳的市场营销机会，也是一个绝佳的采购机会。" Salesforce表示，新的回购操作将取代所有之前未使用的授权。 Salesforce预计新财年年营收将在458亿美元至462亿美元之间，而分析师此前预测为461.1亿美元。该公 司预计调整后每股收益为13.11美元至13.19美元，而华尔街的普遍预期为13.15美元。 全年营收预期中值约为10%，与Salesforce在刚刚结束的财年中实现的10%的销售增长相符。 Salesforce首席执行官重点介绍了Salesforce的人工智能产品Agentforce ...