--- title: "U.S. Stock Market: Tech Stocks Drive Market Higher, NVIDIA Releases Optimistic Revenue Outlook After Hours" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276951974.md" description: "The U.S. stock market rose on Wednesday, with NVIDIA closing higher in the S&P 500 index. The company's first-quarter revenue outlook exceeded expectations, estimated at approximately $78 billion, compared to the average Wall Street analyst expectation of $72.8 billion. The S&P 500 index rose by 0.8%, and the NASDAQ-100 index increased by 1.4%. Tech stocks led the gains, with Axon Enterprise and Thomson Reuters rising by 18% and 10%, respectively. Market strategists indicated that NVIDIA's performance guidance will influence the next direction of the stock market" datetime: "2026-02-25T22:40:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276951974.md) - [en](https://longbridge.com/en/news/276951974.md) - [zh-HK](https://longbridge.com/zh-HK/news/276951974.md) --- > 支持的语言: [English](https://longbridge.com/en/news/276951974.md) | [繁體中文](https://longbridge.com/zh-HK/news/276951974.md) # U.S. Stock Market: Tech Stocks Drive Market Higher, NVIDIA Releases Optimistic Revenue Outlook After Hours The U.S. stock market rose on Wednesday, with NVIDIA, the highest-weighted stock in the S&P 500 index, closing higher. The company released its earnings report after the market closed, with its first-quarter revenue outlook exceeding expectations. The S&P 500 index rose by 0.8%, with five of its eleven sectors advancing, led by technology and financial stocks. The tech-heavy NASDAQ-100 index increased by 1.41%, with Axon Enterprise soaring 18% and Thomson Reuters rising 10%, leading the index constituents. The VIX index fell to 17.93. At the close, The S&P 500 index rose by 0.8%, closing at 6946.13 points; The Dow Jones Industrial Average rose by 0.6%, closing at 49482.15 points; The NASDAQ Composite index rose by 1.3%, closing at 23152.08 points; The NASDAQ-100 index rose by 1.4%, closing at 25329.04 points; The Russell 2000 index rose by 0.4%, closing at 2663.329 points. "The next major move in the stock market will depend on the earnings guidance released by NVIDIA today," wrote Matthew Maley, Chief Market Strategist at Miller Tabak + Co., in a report to clients. "It remains the most important stock in the most significant leading sector of the market." As a benchmark for AI trading, NVIDIA's stock price narrowed its gains before the close but still rose by 1%. The company accounts for about 8% of the S&P 500 index weight, and its quarterly earnings report comes at a time when investors are increasingly concerned about the prospects of artificial intelligence and its disruptive potential across various industries, including finance and software. NVIDIA released an optimistic quarterly revenue outlook after hours, indicating that large-scale AI computing infrastructure development is still on track. The company stated that first-quarter revenue is expected to be around $78 billion. Data compiled by Bloomberg shows that the average expectation among Wall Street analysts is $72.8 billion. Gina Martin Adams, Chief Market Strategist at HB Wealth Management LLC, noted that the rise in the stock market on Wednesday may also be due to investors buying into sectors that have underperformed the market this year. She stated, "It looks like a rebound for stocks that have lagged this year, as well as a market rally driven by expectations for NVIDIA's impressive earnings." She specifically mentioned the rise in technology and financial sectors. So far this year, the financial sector has performed the worst, down 5.7%, while the technology sector is down 1.7%, and the S&P 500 index has risen by 1.5%. Recently, software stocks have been particularly impacted by concerns over artificial intelligence. Workday Inc. reported disappointing earnings on Tuesday evening, exacerbating these concerns. The company's stock rose by 2.2% after previously falling due to a quarterly subscription sales outlook that was below expectations. Axon surged 18%, as the Taser and public safety software developer's profits exceeded expectations. Analysts believe Axon will be a winner in the field of artificial intelligence rather than a company facing disruption risks. GoDaddy and First Solar fell after releasing disappointing earnings figures After Lowe's issued a pessimistic comment, stocks related to the housing market suffered a heavy blow. The company's stock price fell by 5.6%, after it warned that "given inflationary pressures and overall economic uncertainty," consumer confidence remains low. Lowe's also pointed out that higher mortgage rates have led to a "persistent lock-in effect," putting pressure on new home construction. Real estate stock investors may also be disappointed by President Trump's lack of housing policy updates in the State of the Union address. 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