Nvidia Earnings, AI Capex Boom, Trump Tariffs, Middle East Tensions & India’s $310B AI Hub

Nvidia presenta resultados clave en medio del boom de IA, los hiperescaladores duplican capacidad hasta 98 GW, EE.UU. despliega el USS Gerald R. Ford, Trump reactiva aranceles y la India atrae $310.000M para convertirse en hub global de inteligencia artificial. Claves del mercado 2026.

Nvidia Earnings 2026: el termómetro del sector tecnológico

El foco principal de la semana en los mercados financieros está en el balance de Nvidia (NVDA), programado para el miércoles 25 de febrero de 2026, tras el cierre del mercado.

El fabricante de chips deberá:
• Tranquilizar a los inversores sobre su estrategia de inversión en inteligencia artificial
• Justificar el ritmo creciente de gasto en infraestructura tecnológica
• Defender márgenes ante una competencia cada vez más intensa

En el contexto actual, Nvidia no solo reporta resultados, sino que actúa como el verdadero termómetro del ciclo de inversión en IA global.

Hiperescaladores duplican capacidad hasta 98 GW

Según Wells Fargo, la capacidad de cómputo de los hiperescaladores (Google, Amazon AWS y Microsoft Azure) podría duplicarse hasta alcanzar 98 gigavatios para 2027, impulsada por la demanda explosiva de inteligencia artificial.

Los hiperescaladores son gigantes del cloud computing que operan:
• Millones de servidores distribuidos globalmente
• Centros de datos capaces de escalar automáticamente
• Infraestructura optimizada para IA, almacenamiento masivo y redes avanzadas

Este crecimiento ha disparado el CAPEX tecnológico, reforzando el ciclo de inversión en semiconductores, memoria y chips avanzados.

Impacto clave: Si Nvidia confirma solidez en demanda y backlog, podría consolidar el liderazgo del sector tech en 2026.

¿Escalada militar? EE.UU. despliega el USS Gerald R. Ford

En un movimiento estratégico, Estados Unidos ha desplegado el portaaviones nuclear USS Gerald R. Ford (CVN-78) hacia el Mediterráneo oriental.

El buque cruzó el Estrecho de Gibraltar el 20 de febrero de 2026 y se dirige hacia la región de Israel, reforzando la presencia naval bajo el mando del CENTCOM.

Este despliegue se produce en un contexto de:
• Tensiones crecientes por el programa nuclear iraní
• Negociaciones diplomáticas sensibles
• Riesgo de escalada regional

Los mercados suelen reaccionar a este tipo de movimientos con:
• Aumento en precios del petróleo
• Flujos hacia activos refugio
• Mayor volatilidad en renta variable

Trump reactiva aranceles tras fallo de la Corte Suprema

La Corte Suprema de EE.UU. falló contra aranceles previos de Trump bajo la IEEPA, al considerar que excedían los poderes ejecutivos sin autorización del Congreso.

Sin embargo, Trump respondió utilizando la Sección 122 de la Ley de Comercio de 1974, que permite imponer aranceles temporales del 10% (hasta 15%) durante 150 días para corregir déficits comerciales.

Este movimiento:
• Reintroduce incertidumbre comercial
• Aumenta tensiones con la Unión Europea
• Podría afectar cadenas de suministro globales

El Parlamento Europeo evalúa congelar acuerdos comerciales, lo que añade presión geopolítica adicional.

India se posiciona como hub global de inteligencia artificial con $310.000 millones

India ha atraído $310 mil millones en compromisos de inversión para convertirse en el nuevo hub global de IA.

Durante la Cumbre de Impacto de IA en Nueva Delhi, se anunciaron inversiones clave:
• Reliance Industries (Mukesh Ambani): $110B en infraestructura soberana de cómputo
• Microsoft: $50B antes de 2030
• Google Cloud: $15B en centro de IA
• Grupo Tata: $11B para Ciudad de Innovación
• Yotta + Nvidia: $3B en 20.736 chips Blackwell Ultra

India busca posicionarse como el centro digital del Sur Global, con foco en infraestructura de IA soberana y escalable.

Para exposición bursátil, inversores pueden considerar el ETF INDA (iShares MSCI India ETF).

Alemania muestra señales de recuperación manufacturera

El sector manufacturero alemán creció por primera vez desde 2022, marcando un punto de inflexión tras años de contracción.

La manufactura incluye:
• Procesamiento de materias primas
• Ensamblaje industrial
• Producción a escala
• Control de calidad

Alemania, como motor industrial de Europa, podría estar iniciando una fase de recuperación productiva que impacte positivamente en:
• Exportaciones
• PIB europeo
• Confianza empresarial

Conclusión: IA, geopolítica y comercio redefinen 2026

Los mercados globales enfrentan una convergencia de factores clave:
• Nvidia y el ciclo de inversión en inteligencia artificial
• Escalada geopolítica en Medio Oriente
• Nuevas tensiones comerciales por aranceles
• India como nuevo polo estratégico tecnológico
• Señales de recuperación en Europa

2026 se perfila como un año donde la selección sectorial y el análisis macro serán determinantes.

En FXLIVE NEWS seguimos monitoreando las fuerzas que están redefiniendo el panorama financiero global.

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The information and services provided on this website are not directed at or intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.


By accessing or using our services, visitors from restricted or regulated jurisdictions acknowledge and agree that they are solely responsible for ensuring that such access and use are permitted under the laws applicable to them. FXLiveCapital accepts no responsibility or liability for any breach of local laws or regulations by such users.


We reserve the right, at our sole discretion and without prior notice, to restrict, suspend, or discontinue the availability of any products or services in any jurisdiction.

Risk Disclosure

The products offered on this website are complex financial instruments, such as Contracts for Difference (CFDs), which carry a high level of risk and may not be suitable for all investors.

Trading CFDs involves leverage, which can amplify both gains and losses. As a result, you may lose more than your initial investment.


You should carefully consider whether you understand how these products work and whether you can afford to take the high risk of losing your money.

We strongly recommend that you seek independent financial advice before trading if necessary.

We do not warrant the accuracy of the material on this Website nor are we obliged to keep all material on this Website up-to-date. We do not represent or warrant that the Website will be available or that it will meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.

FX LIVE Group of Companies are not liable for any loss or damage (direct, indirect, or consequential) arising from your use of this Website or inability to use it, including any loss of income, profits, data, or business interruption. This includes, but is not limited to, damages caused by viruses or other harmful components that may affect your computer or data from accessing, using, or downloading materials from this Website or linked websites.

All information collected from your use of this Website will be managed in compliance with applicable laws and regulations. Content on this Website, including pages, screens, and materials, is owned by FX LIVE Group of Companies. You may download or print extracts for personal use only, provided they are unaltered and retain any identifying marks. Distribution or further use of these materials without prior written permission from FX LIVE Group of Companies is prohibited, including linking any other website to this Website.

Please review the Legal Information, Disclaimers, Privacy Policy, Cookie Policy, and AML & KYC Summary documents on this Website. These documents are available in English only. By using this Website, you confirm that you understand these documents in English or have consulted a professional interpreter if needed.

© 2024 FXLIVECAPITAL Ltd. All rights reserved.

Address:

Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador

Damac Business Tower, 2206, Business Bay, Dubai. UAE

Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia.

Legal & Regulatory Disclosure

The FX LIVE Group of Companies comprises multiple entities operating under the FX LIVE brand, each registered and governed in accordance with the laws of their respective jurisdictions.

LIVE GLOBAL CAPITAL Ltd. is a company registered in Mauritius with registration number 221060, with its registered office at c/o Maven Management Ltd, 12th Floor, Tower 1, NeXTeracom, Rue du Savoir, Cybercity, Ebene, Mauritius.


LIVE GLOBAL CAPITAL Ltd. is authorized and regulated by the Financial Services Commission (FSC) of Mauritius as an Investment Dealer, holding license number GB24203699.

FX LIVE CAPITAL Ltd., a member of the FX LIVE Group, is incorporated in Saint Lucia under registration number 2024-00428, with its registered address at Ground Floor, The Sotheby Building, Rodney Bay, Gros-Islet, Saint Lucia, and operational office at Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia and Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador


Please note that FXLIVECAPITAL Ltd. operates independently is regulated by the laws of Saint Lucia and is fully capable and eligible to provide all the services (including FX) which are offered on the Website.

Regional Restrictions

FXLiveCapital does not provide services to residents of the United States, Cuba, Iran, North Korea, Sudan, Syria, Saint Vincent and the Grenadines, or any other jurisdiction where the offering of leveraged foreign exchange and CFD trading services is restricted or prohibited by applicable laws or regulations.


The information and services provided on this website are not directed at or intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.


By accessing or using our services, visitors from restricted or regulated jurisdictions acknowledge and agree that they are solely responsible for ensuring that such access and use are permitted under the laws applicable to them. FXLiveCapital accepts no responsibility or liability for any breach of local laws or regulations by such users.


We reserve the right, at our sole discretion and without prior notice, to restrict, suspend, or discontinue the availability of any products or services in any jurisdiction.

Risk Disclosure

The products offered on this website are complex financial instruments, such as Contracts for Difference (CFDs), which carry a high level of risk and may not be suitable for all investors.

Trading CFDs involves leverage, which can amplify both gains and losses. As a result, you may lose more than your initial investment.


You should carefully consider whether you understand how these products work and whether you can afford to take the high risk of losing your money.

We strongly recommend that you seek independent financial advice before trading if necessary.

We do not warrant the accuracy of the material on this Website nor are we obliged to keep all material on this Website up-to-date. We do not represent or warrant that the Website will be available or that it will meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.

FX LIVE Group of Companies are not liable for any loss or damage (direct, indirect, or consequential) arising from your use of this Website or inability to use it, including any loss of income, profits, data, or business interruption. This includes, but is not limited to, damages caused by viruses or other harmful components that may affect your computer or data from accessing, using, or downloading materials from this Website or linked websites.

All information collected from your use of this Website will be managed in compliance with applicable laws and regulations. Content on this Website, including pages, screens, and materials, is owned by FX LIVE Group of Companies. You may download or print extracts for personal use only, provided they are unaltered and retain any identifying marks. Distribution or further use of these materials without prior written permission from FX LIVE Group of Companies is prohibited, including linking any other website to this Website.

Please review the Legal Information, Disclaimers, Privacy Policy, Cookie Policy, and AML & KYC Summary documents on this Website. These documents are available in English only. By using this Website, you confirm that you understand these documents in English or have consulted a professional interpreter if needed.

© 2024 FXLIVECAPITAL Ltd. All rights reserved.

Address:

Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador

Damac Business Tower, 2206, Business Bay, Dubai. UAE

Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia.

Legal & Regulatory Disclosure

The FX LIVE Group of Companies comprises multiple entities operating under the FX LIVE brand, each registered and governed in accordance with the laws of their respective jurisdictions.

LIVE GLOBAL CAPITAL Ltd. is a company registered in Mauritius with registration number 221060, with its registered office at c/o Maven Management Ltd, 12th Floor, Tower 1, NeXTeracom, Rue du Savoir, Cybercity, Ebene, Mauritius.


LIVE GLOBAL CAPITAL Ltd. is authorized and regulated by the Financial Services Commission (FSC) of Mauritius as an Investment Dealer, holding license number GB24203699.

FX LIVE CAPITAL Ltd., a member of the FX LIVE Group, is incorporated in Saint Lucia under registration number 2024-00428, with its registered address at Ground Floor, The Sotheby Building, Rodney Bay, Gros-Islet, Saint Lucia, and operational office at Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia and Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador


Please note that FXLIVECAPITAL Ltd. operates independently is regulated by the laws of Saint Lucia and is fully capable and eligible to provide all the services (including FX) which are offered on the Website.

Regional Restrictions

FXLiveCapital does not provide services to residents of the United States, Cuba, Iran, North Korea, Sudan, Syria, Saint Vincent and the Grenadines, or any other jurisdiction where the offering of leveraged foreign exchange and CFD trading services is restricted or prohibited by applicable laws or regulations.


The information and services provided on this website are not directed at or intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.


By accessing or using our services, visitors from restricted or regulated jurisdictions acknowledge and agree that they are solely responsible for ensuring that such access and use are permitted under the laws applicable to them. FXLiveCapital accepts no responsibility or liability for any breach of local laws or regulations by such users.


We reserve the right, at our sole discretion and without prior notice, to restrict, suspend, or discontinue the availability of any products or services in any jurisdiction.

Risk Disclosure

The products offered on this website are complex financial instruments, such as Contracts for Difference (CFDs), which carry a high level of risk and may not be suitable for all investors.

Trading CFDs involves leverage, which can amplify both gains and losses. As a result, you may lose more than your initial investment.


You should carefully consider whether you understand how these products work and whether you can afford to take the high risk of losing your money.

We strongly recommend that you seek independent financial advice before trading if necessary.

We do not warrant the accuracy of the material on this Website nor are we obliged to keep all material on this Website up-to-date. We do not represent or warrant that the Website will be available or that it will meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.

FX LIVE Group of Companies are not liable for any loss or damage (direct, indirect, or consequential) arising from your use of this Website or inability to use it, including any loss of income, profits, data, or business interruption. This includes, but is not limited to, damages caused by viruses or other harmful components that may affect your computer or data from accessing, using, or downloading materials from this Website or linked websites.

All information collected from your use of this Website will be managed in compliance with applicable laws and regulations. Content on this Website, including pages, screens, and materials, is owned by FX LIVE Group of Companies. You may download or print extracts for personal use only, provided they are unaltered and retain any identifying marks. Distribution or further use of these materials without prior written permission from FX LIVE Group of Companies is prohibited, including linking any other website to this Website.

Please review the Legal Information, Disclaimers, Privacy Policy, Cookie Policy, and AML & KYC Summary documents on this Website. These documents are available in English only. By using this Website, you confirm that you understand these documents in English or have consulted a professional interpreter if needed.

© 2024 FXLIVECAPITAL Ltd. All rights reserved.