Wolfe Research

Company

Last mentioned: Feb 26, 2026

Stories mentioning Wolfe Research 2

earnings Neutral

Nvidia Forecast Fails to Sustain Rally Amid Growing 'AI Scare Trade' Concerns

Nvidia’s latest sales forecast, while beating average analyst estimates, failed to maintain a post-market rally as investors grapple with high valuation expectations and broader 'AI scare trade' volatility. The tepid response comes despite a bullish session for U.S. and Asian indices, highlighting a shift in market sentiment toward more cautious scrutiny of AI infrastructure spending.

2 sources
markets Neutral

Nvidia Forecast Fails to Ignite Rally as AI 'Scare Trade' Lingers in Asia

Asian markets rose on Thursday following a strong Wall Street session, though gains were tempered by Nvidia's inability to sustain a post-earnings rally. Despite an upbeat sales forecast, investor sensitivity to AI valuations and the 'wrecking ball' effect on broader sectors continues to weigh on sentiment.

2 sources