Trump’s State of the Union, Nvidia earnings, Fed: What to Watch

Yahoo Finance Video and Josh Lipton

Wed, February 25, 2026 at 9:00 AM GMT+9

In this video:

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Market Domination Overtime Host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, February 25, including President Trump’s State of the Union address tonight; earnings from retailers TJX Companies (TJX) and Lowe’s (LOW), AI chipmaker Nvidia (NVDA), and media giant Paramount Skydance (PSKY); and the latest economic commentary from the presidents of several regional Federal Reserve banks.

To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Video Transcript

00:00 Speaker A

Time now for what to watch Wednesday, February 25th.

00:04 Speaker A

A quick note ahead of tomorrow. President Trump delivering the state of the Union tonight at 9:00 p.m. Eastern, investors will be listening closely for signals on trade and tariffs.

00:13 Speaker A

On the earnings front, we’ll get a check in on retail with TJX and Lowe’s, as well as insight into the software sector with Salesforce and Snowflake.

00:22 Speaker A

But all eyes, we know, they’re all on Nvidia reporting fourth quarter results on Wednesday in a pivotal moment for that AI trade, Chipmaker one of the only mega cap names in positive territory this year, even as investors grow more skeptical about the pace of AI spending.

00:38 Speaker A

Analysts are looking for roughly 68% revenue growth in Q4 with big focus on demand for its next generation Vera Rubin systems.

00:44 Speaker A

In media space, Paramount Skydance is announcing fourth quarter results as it escalates its takeover fight for Warner Brothers Discovery, submitting a higher bid, potentially forcing Netflix to now respond.

00:58 Speaker A

Investors will be watching how the M&A battle intersects with streaming profitability and price hikes.

01:03 Speaker A

And finally, fresh commentary from Fed officials coming on Wednesday, including Richmond Fed President Tom Barkin.

01:11 Speaker A

Yahoo Finance’s very own Jennifer Schonberger will be interviewing Barkin on Wednesday at 3:00 p.m. Eastern.

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