Wolfe Research

Company

Last mentioned: Feb 26, 2026

Stories mentioning Wolfe Research 1

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.

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