Global Market Outlook

26 February 2026 — Today’s Market News — Tech Powers U.S. Rally as Dollar Slips and Safe Havens Retreat

February 26, 2026

Nvidia’s record results lift equities, gold eases on risk revival, and investors position ahead of key U.S. inflation data.

Tech momentum pushed U.S. equities higher, with the Nasdaq climbing 1.26% and the S&P 500 adding 56 points levels. As risk appetite returned, gold eased to $5,215.89/oz (−0.20%), while the dollar drifted lower.

Today’s Snapshot

 

  • Nasdaq Composite: 23,152.08 (+288.40 pts, +1.26% – last close)
  • S&P 500: 6,946.13 (+56.06 pts, +0.81% – last close)
  • Nifty 50: 25,449.50 (−34.00 pts, −1.01%)
  • Gold: ~$5,215.89/oz (−0.20%)
  • Silver: ~$89.36/oz (−1.79%)   

Global Markets

Global Markets

(A) Precious Metals

Gold: $5,215.89/oz (−0.20%)
Gold fell by 0.20% because investors sold the metal to book profits, and there wasn’t much fear in the market, so fewer people wanted to buy gold for safety.

Silver: $89.36/oz (−1.79%)
Silver fell because investors were buying stocks and other assets instead of safe metals, so fewer people wanted silver.

(B) FX

Dollar Index (DXY): ~97.58 (slightly weaker)
The dollar fell by 0.13% lightly as Treasury bond yields remained stable and risk sentiment improved. With investors rotating into higher-risk assets, demand for safe-haven assets like the U.S. dollar eased.

(C) Stock Market — What Happened Today

U.S Equities

Nasdaq Composite: 23,152.08 (+1.26%)
NVIDIA helped lift the market after showing strong growth in AI-related sales and providing positive management guidance.

Major Mover:

NVDA (+1.44%): In Q4 FY26, Nvidia reported record revenue of $68.1 billion, up 20% from Q3 FY26 and 73% compared with Q4 FY25, reflecting continued strength in AI and data-centre demand.

Forward guidance: For Q1 FY27, Nvidia expects:

  • Revenue of approximately $78.0 billion, plus or minus 2%, but not from any data Centre revenue from China.
  • Gross margins of 74.9% (GAAP) and 75.0% (non-GAAP), plus or minus 50 basis points.
  • Operating expenses of approximately $7.7 billion (GAAP) and $7.5 billion (non-GAAP), including roughly $1.9 billion in stock-based compensation.

Product Launch: Nvidia introduced its new Rubin AI platform, a powerful new set of chips made to help big data centres and cloud companies run AI faster and cheaper. The new platform can reduce the cost of running AI tasks by up to 10 times compared to the Black well, and companies like AWS, Google Cloud, Microsoft Azure, and Oracle are expected to use it first.

Nifty 50: 25,562.05 (+0.31%)
Indian equities traded higher, tracking gains across broader Asian markets as improved global sentiment supported risk appetite. Strength in select financial and industrial names helped offset weakness in healthcare, keeping the index in positive territory.

Major Movers:
• Shaily Engineering (+3%) – Advanced after announcing a new contract valued at approximately ₹4.23 billion.
• Schaeffler India (+2%) – Continued its upward move following a strong improvement in quarterly earnings.
• Poonawalla Fincorp (+2%) – Gained after receiving a positive initiation from UBS with a “buy” recommendation.

Volatility & Positioning

The VIX remains remained at 17.9, signalling relatively calm investor sentiments on the markets.

What Traders Are Watching

  1. S. CPI and PCE data — Important for Fed guidance and yield expectations.
  2. Tech earnings momentum — Especially big-cap earnings that could define sector leadership.
  3. Treasury yield direction — Moves in 2Y and 10Y bond yields to influence dollar and risk pricing.

“In investing, what is comfortable is rarely profitable”
— Robert Arnott

 

Yesterday’s Market News — 25 February 2026

KOSPI crosses 6,000 mark with the Nasdaq up 1.04%. Silver jumped 2.4%, gold added 0.7%, and Brent crude edged up 0.65% to $71.04/bbl.

Catch up on: KOSPI Breaks the 6,000 Barrier in Historic Surge; Thomson Reuters Rockets 11%

Source

  1. Morning Bid: Nvidia delivers, but good no longer cuts it
  2. Indian shares inch higher on IT gains, tracking Asian peers
  3. Reuters — Technology sector and equity leadership dynamics
  4. Reuters — FX moves with BOJ and global rate expectations

Disclaimer:

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