Nvidia Earnings, PPI: What to Watch Next Week

Investors will focus on Nvidia's quarterly update and consumer data next week.

Published on Feb. 20, 2026

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Investors next week will focus on a quarterly update from Nvidia, whose results have become a bellwether for the broader artificial-intelligence trade. They also will assess the health of the American consumer through confidence data and earnings from home-improvement retailers Home Depot and Lowe's. The week is set to conclude with the release next Friday of the January producer-price index, providing a look at wholesale inflation as Fed officials monitor whether price pressures are cooling sufficiently ahead of their mid-March policy meeting.

Why it matters

Nvidia's earnings are closely watched as a barometer for the AI industry, which has seen significant growth and investment in recent years. Consumer data and home improvement retailer earnings will offer insights into the overall health of the American economy and consumer spending trends.

The details

Next week's key events include Nvidia's quarterly earnings update, consumer confidence data, and earnings reports from Home Depot and Lowe's. The week will conclude with the release of the January producer-price index, which will provide a look at wholesale inflation as the Federal Reserve prepares for its mid-March policy meeting.

  • Nvidia earnings will be reported on Monday, February 23.
  • Consumer confidence data will be released on Monday, February 23.
  • Home Depot and Lowe's will report earnings on Tuesday, February 24.
  • The January producer-price index will be released on Friday, February 27.

The players

Nvidia

A leading semiconductor company that specializes in graphics processing units (GPUs) and artificial intelligence technologies.

Home Depot

A major home improvement retailer in the United States.

Lowe's

A major home improvement retailer in the United States.

Federal Reserve

The central banking system of the United States, which is responsible for monetary policy and regulating the financial system.

Christopher Waller

A Federal Reserve governor who will give a speech on the U.S. economic outlook.

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What’s next

The Federal Reserve will be closely monitoring the producer-price index data as it prepares for its mid-March policy meeting, where it may decide to raise interest rates further to combat inflation.

The takeaway

Next week's key events, including Nvidia's earnings, consumer data, and the producer-price index, will provide important insights into the state of the AI industry, the health of the American consumer, and the trajectory of inflation as the Federal Reserve makes its policy decisions.