Nvidia Earnings and Trump Address Set Market Tone for the Week

Investors face a pivotal week headlined by Nvidia’s quarterly results on February 25 and President Donald Trump’s State of the Union address on February 24. Markets will scrutinize AI demand signals and potential policy shifts regarding tariffs and economic growth. Nvidia’s report arrives amid concerns over Big Tech spending and China access. Other key earnings include Home Depot and Lowe’s, reporting against a housing slump, and Berkshire Hathaway on February 28, the first release since Warren Buffett retired. Trump’s speech follows a court ruling striking down key tariff policies. Federal Reserve Governor Christopher Waller speaks this week, with wholesale inflation data due February 27.