Wallstreetcn Morning Brief | February 26, 2026

AI demand remains strong, Nvidia's Q4 revenue increased by 73%, and Q1 guidance "exploded" to a new high, with Jensen Huang raising the revenue forecast to 500 billions. Jensen Huang: Enterprise applications for agents are soaring, Grace Blackwell paired with NVLink is the king of inference; the current space data center economy is still "barren," but the situation will change over time. U.S. Trade Representative: The U.S. "global import tariff" rate imposed on some countries may reach 15%. The EU estimates that 4.2 billion euros worth of goods face new tariffs above the US-EU agreement cap.Iranian Foreign Minister is ready to participate in the third round of indirect Iran-U.S. talks; Trump specifically wants to hear "never go nuclear"; Vance: The U.S. is hopeful about negotiations but does not rule out the use of force.The U.S. Trade Representative said it will continue to advance the 301 investigation into the implementation of the first phase of the China-U.S. economic and trade agreement, and the Chinese Ministry of Commerce responded.Li Qiang: Chinese and German enterprises can continue to deepen cooperation in fields such as machinery, equipment, and chemicals.Shanghai released the "Shanghai Seven Rules" for the real estate market: For non-Shanghai registered residents, the social security threshold for buying a house within the Outer Ring Road is reduced to 1 year, and the maximum provident fund loan can reach 3.24 million.Cuban Ministry of the Interior: An American speedboat intruded into Cuban territorial waters and opened fire, the Cuban side returned fire and killed 4 people.Traders cut bets on Fed rate cuts, with the probability of a rate cut in June dropping to 50%, a new low for the year.CME technical failure caused interruption of natural gas and metal futures trading, and all Wednesday orders were canceled.The world's fourth-largest producer announced: Immediate suspension of lithium ore exports.