Sentiment: Negative Shares fell ~4% even after record earnings and analyst price-target raises, signaling expectations were already stretched and the market is rotating away from “beat-and-raise isn’t enough” mega-cap AI trades. Watch for whether broader tech weakness (not fundamentals) keeps pressure on NVDA and its AI-supply-chain peers.
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$NVDA: Earnings beat, stock still drops
Sentiment: Negative
Shares fell ~4% even after record earnings and analyst price-target raises, signaling expectations were already stretched and the market is rotating away from “beat-and-raise isn’t enough” mega-cap AI trades.
Watch for whether broader tech weakness (not fundamentals) keeps pressure on NVDA and its AI-supply-chain peers.