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Closing Bell Overtime: NVIDIA Slips but Software Bounces 2/26/26 episode artwork

EPISODE · Feb 26, 2026 · 35 MIN

Closing Bell Overtime: NVIDIA Slips but Software Bounces 2/26/26

from Closing Bell · host CNBC

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA’s pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX’s experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA’s pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX’s experiential model may protect its premium multiple and outlines her $175 price target.

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Closing Bell Overtime: NVIDIA Slips but Software Bounces 2/26/26

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Frequently Asked Questions

How long is this episode of Closing Bell?

This episode is 35 minutes long.

When was this Closing Bell episode published?

This episode was published on February 26, 2026.

What is this episode about?

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA’s pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and...

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