Recap of US stock market performance at the close on February 19th

WMT outlook not promising, OpenAI financing goes smoothly, optical communications take over from storage hype?

Today, the S&P 500 and Nasdaq fell slightly, with trading volume shrinking again, treat it as a sideways market.
After the release of PCE and GDP data pre-market tomorrow, market volatility is expected to increase appropriately. There is still a possibility of a significant downward move at any time.

WMT$Walmart(WMT.US) 
Down 1.38%
Q4 revenue and EPS both exceeded expectations;
Forecasts FY2027 EPS of $2.75 to $2.85, below the market estimate of $2.97;
Announced a $30 billion share repurchase plan.
Truly the strongest consumer stock, performance is very stable, didn't drag down the daily consumer sector. If this earnings report were from a big tech stock, the expected drop would likely be over 5%.
View unchanged, the current price is very high, no entry opportunity.

OpenAI
Finalizing a $100 billion financing round, valuation reaching $830 billion.
Among them, NVIDIA $30 billion, SoftBank $30 billion, Microsoft tens of billions, Amazon $50 billion.
According to last summer's forecast, AI spending will need $450 billion between 2025 and 2030, with follow-up financing expected.
This smooth financing is good news for the entire GPU supply chain, at least ORCL's stock price can stabilize.

LITE$Lumentum(LITE.US) 
Optical communications have clearly heated up recently.
The short-term surge in storage has been too high, lacking new catalysts, somewhat difficult to hype further, so switch to another sector to continue the hype.
Similar to the previous storage market trend, performance is strong, but the stock price has already run very high, could peak at any time.