Markets had a mixed start to trading on Tuesday, as Iran continued to attack key energy infrastructure in the ongoing conflict with Israel and the US.

The UK’s FTSE 100 (^FTSE) advanced 0.3%, while Germany’s DAX (^GDAXI) fell about 0.3% and France’s CAC 40 (^FCHI) dipped 0.1%. The pan-European STOXX 600 (^STOXX) also fell about 0.1%.

Over in the US, futures linked to the Dow Jones Industrial Average (YM=F) slid 0.3%. Contracts tied to the S&P 500 (ES=F) and Nasdaq 100 (NQ=F) fell 0.4% and 0.5%, respectively.

Here’s our daily roundup of the key trending stocks on Tuesday.

Jensen Huang, CEO of Nvidia (NVDA), kicked off the chipmaker’s GTC 2026 event on Monday with a keynote address, in which he forecast that the company’s flagship artificial intelligence (AI) processors would help deliver $1tn (£750bn) in revenue through 2027.

Huang also announced the launch of the new NemoClaw stack open source AI agent platform OpenClaw, among other company updates.

Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: “Nvidia just told the market to think much, much bigger.”

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He said that the $1tn revenue forecast implied “at least $500bn in data centre revenue in 2027”.

“As usual, Wall Street consensus is well below that number, having around 30% total revenue growth pencilled in for 2027,” said Britzman, who owns shares in Nvidia. “That needs to come closer to 45% to get anywhere near Jensen’s new guidance and push past 50% to match our numbers.”

Nvidia shares closed Monday’s session up 1.7% but were little changed in pre-market trading on Tuesday morning.

Swiss drugmaker Roche (ROG.SW) announced on Monday that it was expanding its collaboration with Nvidia, building on its AI infrastructure, to accelerate the development of new therapeutics and diagnostic solutions.

Roche said that it now operates the pharmaceutical industry’s largest hybrid-cloud AI factory, having deployed an additional 2,176 Nvidia Blackwell graphics processing units (GPUs), taking its total to more than 3,500 chips across sites in the US and Europe.

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Wafaa Mamilli, chief digital and technology officer at Roche, said: “In healthcare, time is the most critical variable; every day saved means a life-changing medicine or diagnostic reaches a patient sooner.

“Our AI factory combines world-class computing power with Roche’s scientific expertise to embed AI across the entire value chain — from discovery to development, manufacturing and commercialisation — transforming how we deliver the next generation of medicines and diagnostics solutions.”

In the UK, shares in building supplies company Travis Perkins (TPK.L) dipped just below the flatline on Tuesday morning, after reporting a fall in profit.

The FTSE 250-listed (^FTMC) firm posted revenue of £4.57bn ($6.09bn) for the 2025 financial year, compared to £4.61bn for the previous year.

Adjusted operating profit came in at £133m for the year, which was down 12.5% from 2024. The company posted a loss after tax of £176m, which was 128.6% higher than the £77m loss reported in 2024.

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Adam Vettese, market analyst at eToro, said: “Travis Perkins’ full-year results point to a business that is stabilising, but still far from recovery and the market’s negative reaction reflects that.

While management has done a credible job on cost control, cash generation and reducing debt, profits remain anchored at a low level following the sharp downturn in 2024,” he said. “In effect, this is not a growth story yet, but a company that has stopped getting worse.”

Another FTSE 250-listed stock on focus on Tuesday is home improvement retailer Wickes (WIX.L), with shares climbing 2.3% on the back of its full-year results.

Wickes reported total revenue of £1.64bn for 2025, up 5.9% year-on-year, while adjusted pre-tax profit grew 14.4% to £49.9m. The company also announced plans to buyback £10m worth of shares.

In terms of its current trading and outlook, Wickes said that outdoor project demand had been impacted by wet weather in the first 11 weeks of 2026, but added that it had experienced continued volume growth across indoor projects, as well as design and installation.

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The company said it remained “comfortable” consensus expectations for adjusted profit before tax in 2026, which stood at £57.6m as at 19 February.

David Wood, CEO of Wickes, said: “Given the strength of investment returns from our proven store refit and new store rollout strategy, we have today announced the decision to accelerate our investment for future growth.

“This takes our ambition to reach 300 stores nationwide – creating over 2,000 new jobs as we bring Wickes’ distinctive offer to new locations up and down the UK.”

Shares in Close Brothers slid nearly 6% on Tuesday morning, after the specialist lender said it planned to cut around 600 jobs by the end of the 2027 financial year.

Close Brothers said it had accelerated its cost savings plans and expected to deliver approximately £25m in annualised savings in the current financial year and a total of around £60m by the end of 2027.

The company reported a loss before tax of £65.5m for the first half of its 2026 financial year, primarily reflecting the additional £135m motor finance provision taken in October 2025.

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