$NVDA

Nvidia shares sold off after earnings beat as investors took profits, though analysts remain bullish with $300 price target by 2026 amid strong AI demand.

Nvidia stock fell 5% despite beating earnings estimates and raising guidance, as investors worry about AI demand sustainability and customer concentration risks.

Dow outperforms as markets decline; Nasdaq falls 1.9%, S&P 500 drops 1.1% on Nvidia's weak guidance. Price-weighting shields Dow from tech selloff.

Nvidia reports record $68B Q4 revenue, 73% YoY growth, driven by surging AI infrastructure demand from cloud providers investing heavily in data center hardware.

C3.ai shares plunged 19.69% after missing revenue guidance and announcing a 26% workforce reduction amid operational challenges and weak sales momentum.

Salesforce beat earnings by 25% and announced $50B buyback, but stock fell 4% due to guidance meeting rather than exceeding expectations.

Nvidia fell 4.5% post-earnings, triggering a $400 billion tech selloff. The Magnificent 7 retreated 2% as volatility surged and investors reassessed AI sector valuations.

Nvidia's strong earnings boost tech stocks, alleviating AI spending sustainability concerns. CEO reassures on software growth, renewing investor interest in beaten-down tech valuations.

Nvidia's strong earnings boost Nasdaq 100, but sustainability concerns linger amid AI spending questions and sector competition worries.

DigitalOcean exceeded Q4 expectations with $242M revenue and 150% AI revenue growth. Strong customer retention and expanding high-value accounts signal successful AI infrastructure pivot.

Perfect World Games and Hotta Studio will launch cross-platform urban RPG NTE on April 29, 2026, across PC, PS5, iOS, and Android with advanced graphics technology.

Meta commits to multi-year AMD GPU deal worth up to 6 gigawatts, diversifying its AI chip suppliers away from single-source dependency.

U.S. equity futures mixed as jobless claims rise to 212,000. Tech stocks diverge on earnings; Nvidia rallies while Salesforce and The Trade Desk decline on guidance concerns.

Tech CEFs outperform broader market during SaaS downturn, offering income and growth potential as valuations present attractive entry points for long-term investors.

AI agent adoption expected to surge tenfold by 2027, driving massive GPU demand. Nvidia positioned to benefit from infrastructure buildout and cost-reduction innovations.

HSBC argues established software providers will benefit from AI adoption due to switching costs and existing contracts, countering concerns about sector disruption and the recent $1 trillion selloff.

Economist El-Erian warns AI market is a "rational bubble" with dangerous concentration among few companies, risking market correction and broader economic spillover effects.

Tech executives at seven major companies sold $8.4B in stock despite record valuations, signaling possible concerns about current market pricing versus company fundamentals.

Wall Street projects S&P 500 to deliver 12% returns in 2026, driven by earnings growth, AI investment, and rate cuts. Year-end target: 7,650.

Vertiv stock surges 1,400% in three years, outpacing Nvidia. Strong 2026 guidance projects 34% revenue growth driven by AI infrastructure demand.