The Week Ahead 2/22/26

NVDIA Earnings, Claude Dominance, and the Path Forward

The Big Picture

Rotation has been the name of the game in February. Despite weakness in MAG7, Software, and Financials, the Index’s have held up quite well. The era of “Vibe Coding” has put risk on enterprise software companies across the market and Anthropic is seemingly adding to that risk each week with new releases. NVDA earnings thi…