Market News Archives - Vista Partners LLC

February 26, 2026 – Wall Street Walks Into a Bar: Nvidia Pays the Tab, Tech Stocks Nurse the Hangover -( $DV $EPRX $FIGS $INTG $MCD $OPEN $SER Rise!)

by John F. Heerdink, Jr. 47 minutes ago 1013Views 0Likes

Major U.S. stock indexes closed mixed on Thursday, February 26, 2026, with technology shares under pressure even as broader cyclicals and small caps showed resilience. The session highlighted ongoing investor tension between enthusiasm for AI-driven growth and concern about stretched valuations and…

Nvidia’s AI Money Machine: How One Chipmaker Turned Data Centers Into Cash Factories -( $AMZN $CAT $GOOG $LLY $MSFT $NVDA $ORCL )

by John F. Heerdink, Jr. 23 hours ago 70Views 0Likes

Nvidia’s latest quarter reads less like an earnings release and more like a balance sheet for the AI industrial revolution, with revenue, profits, and guidance all accelerating as if on GPU overclock. Record Quarter: When “Blowout” Sounds Too Modest Nvidia reported fourth-quarter…

February 25, 2026 – AI Trade Reignited: Nvidia’s Guidance Tops Forecasts, Nasdaq Leads Market Gains -( $AMT $DV $FIGS $GOVX $NOK $NVDA $QQQ $PLTR $SER $WDC Rise!)

by John F. Heerdink, Jr. 1 day ago 1006Views 0Likes

US stocks extended this week’s rebound on Wednesday, February 25, 2026, with a tech-led advance ahead of and then through Nvidia’s blockbuster earnings release after the bell.finance.yahoo+5 Index performance The S&P 500 rose about 0.8% to roughly 6,946, marking a second straight…

February 24, 2026 – Stocks Rebound as Software Leads AI Relief Rally Ahead of Nvidia Earnings -( $AMD $CRM $DV $FIGS $IBRX $NVDA $OPEN $SER $SOAR $TSLA Rise!)

by John F. Heerdink, Jr. 2 days ago 829Views 0Likes

US stocks rebounded on Tuesday, February 24, 2026, with major indexes clawing back part of Monday’s AI-driven selloff as software and AI beneficiaries led a broad relief rally ahead of closely watched Nvidia earnings scheduled for tomorrow, Wednesday. Index performance The Dow Jones…

Nokia, AWS, and the Agentic AI Bet: When Telcos Meet Cloud Royalty -( $AMZN $NOK )

by John F. Heerdink, Jr. 2 days ago 121Views 0Likes

In Barcelona’s annual parade of buzzwords, Nokia (NOK) and Amazon Web Services (AMZN) (AWS) have managed to turn “network slicing” and “agentic AI” into headliners rather than footnotes. The duo is unveiling what they describe as an industry‑first: an intent‑based, agentic AI‑powered…

Opendoor’s Q4 “Open House”: When Version 2.0 Actually Shows Up -( $OPEN $SPY )

by John F. Heerdink, Jr. 2 days ago 140Views 0Likes

In a market that has spent three years asking whether iBuying is a feature or a business, Opendoor’s (OPEN) latest “Open House” suggests Opendoor 2.0 may finally be moving in. The company’s Q4 2025 results delivered faster growth in home acquisitions, improving…

Meta Hands AMD a 6-Gigawatt Vote of Confidence – And Wall Street Lights Up! – ( $AMD $META $NVDA )

by John F. Heerdink, Jr. 2 days ago 102Views 0Likes

Meta Platforms (META) has inked a multi‑year pact to buy up to 6 gigawatts of AMD Instinct GPUs, a supersized order that instantly puts AMD at the center of one of the largest AI infrastructure build‑outs on the planet. The scale of…

Why Tandem Diabetes Care’s Convertible Notes and Modular Medical’s Pivot Pump Matter for Diabetes Investors -( $MDT $MODD $PODD $TNDM )

by John F. Heerdink, Jr. 2 days ago 97Views 0Likes

Tandem Diabetes Care’s (TNDM) latest trip to the capital markets reads less like a distress signal and more like a company quietly extending its runway in a race it fully intends to finish. At the same time, a familiar name in diabetes…

Ivonescimab vs Keytruda: The High‑Stakes HARMONi‑3 Interim That Could Flip the Script for Summit Therapeutics -( $MRK $SMMT $IBB $XBI )

by John F. Heerdink, Jr. 3 days ago 172Views 0Likes

Summit Therapeutics’ (SMMT) latest tweak to its clinical playbook has turned what was already one of biotech’s higher‑stakes stories into something closer to appointment viewing for Wall Street. A Phase 3 Trial Adds a Plot Twist Summit now plans an interim progression‑free…

Taleb, Citrini and the Birth of the AI Scare Trade – ( $NVDA $DIA $QQQ $SPY )

by John F. Heerdink, Jr. 3 days ago 99Views 0Likes

Taleb, Citrini and the Birth of the AI Scare Trade Nassim Nicholas Taleb and Citrini Research have unintentionally become co-authors of Wall Street’s latest genre: the AI scare trade, where investors hedge against the possibility that the very technology powering the boom becomes…

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