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#DeepCreationCamp Here is a breakdown of the latest market pulse as of Thursday morning, February 26, 2026:
## US Markets: Tech Flexes Its Muscles
The major indices managed to shake off early-week "tariff jitters" and AI skepticism. The star of the session was the S&P 500, which posted its largest one-day gain in weeks.
S&P 500: Closed at 6,946.13 (+0.81%), inching back toward its late-January record highs.
Nasdaq Composite: Surged 1.26% to 23,152.08, completely erased Monday's losses.
Dow Jones: Gained 307 points (+0.63%) to finish at 49,482.15.
## Nvidia vs. Salesforce: A Tale of Two AI Stories
While the "AI bubble" bears were proven wrong by the numbers, the price action shows that investors are becoming much more selective.
Nvidia (NVDA): Crushed expectations with $68.1 billion in revenue (up 73% YoY). While the stock initially wavered, the $78 billion guidance for next quarter provided a massive floor for the tech sector.
Salesforce (CRM): Despite a massive EPS beat ($3.81 vs $3.05 estimate), the stock slumped nearly 5% in extended trading. The culprit? Cautious revenue guidance for 2027 and concerns that "Agentforce" isn't monetizing fast enough to justify current valuations.
The "Risk-On" Correlation
As equities stabilized, the crypto market followed suit. Bitcoin and Ethereum are benefiting from a technical "double-bottom" and a easing of selling pressure from institutional whales.