Nvidia stock "stuck" ahead of earnings as AI skepticism mounts on Wall Street
Wall Street is increasingly concerned that Nvidia's earnings report this week will weigh on shares regardless of results, as skepticism about AI spending returns mounts. The chip giant has been a key driver of market records for years, but sentiment is shifting.
Analysts worry that even blowout numbers can't overcome broader AI investment fatigue. The report comes as multiple hyperscalers face scrutiny over massive capex commitments, and investors question whether AI infrastructure spending will deliver returns proportional to the investment.
View full digest for February 23, 2026