**U.S. Stock Market Update: February 25, 2026**
The S&P 500 Index is up 0.64%, the Dow Jones Industrial Average is up 0.46%, and the Nasdaq 100 Index is up 1.15%, reaching 1.5-week highs. Key drivers include strength in AI-infrastructure stocks and chipmakers, aided by supportive comments from AI startup Anthropic PBC. Nvidia’s Q4 earnings report, expected today with a projected revenue of $65.91 billion, is highly anticipated.
In other updates, mortgage applications rose 0.4% in the week ending February 20, while the average 30-year fixed mortgage rate decreased to 6.09%. Additionally, the U.S. may impose new 10% tariffs, following geopolitical tensions concerning Iran’s nuclear activities, as President Trump stated intentions to raise these tariffs further.
Global markets are also on the rise, with the Euro Stoxx 50 up 0.74% and Japan’s Nikkei Stock 225 up 2.20%. Meanwhile, U.S. government bond yields are increasing, with the 10-year T-note yield rising to 4.056%. Ceasefire discussions concerning Iran’s nuclear program are set to resume in Geneva on Thursday.





