NVIDIA's Q4 earnings report was impressive, but why is the market not responding positively?
After the US market closed on February 25, NVIDIA released its Q4 and full-year earnings report for the fiscal year 2026: Q4 revenue reached
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After the US market closed on February 25, NVIDIA released its Q4 and full-year earnings report for the fiscal year 2026: Q4 revenue reached $68.127 billion, a year-over-year increase of 73%; adjusted earnings per share were $1.62. Despite NVIDIA's Q4 revenue and data center revenue surpassing market expectations and the company issuing another optimistic quarterly revenue forecast, it still failed to alleviate investors' concerns about the sustainability of AI spending. The stock once fell by 5.6% during Thursday’s trading session, marking the largest intraday drop in three months. How will NVIDIA's future performance unfold? What is your strategy for positioning in this scenario?
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NVIDIA's Q4 earnings report was impressive, but why is the market not responding positively?
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