nvidia's

$NVDAon Investiția în tehnologie a fost una dintre cele mai discutate strategii pentru creșterea pe termen lung, iar Nvidia se află în centrul acestei conversații. Nvidia este o companie americană de semiconductoare cunoscută pentru unitățile sale puternice de procesare grafică (GPU-uri) care alimentează totul, de la jocuri la inteligență artificială (AI). Contribuția sa la boom-ul AI a făcut ca acțiunile sale să fie unele dintre cele mai valoroase din lume.
Wikipedia
Mulți investitori se întreabă dacă Nvidia este conectată la lumea criptomonedelor. Istoric, GPU-urile Nvidia au fost folosite pe scară largă de mineri pentru a procesa calculele blockchain, în special pentru monede precum Ethereum când mineritul era realizat cu GPU-uri. Cu toate acestea, Nvidia însăși nu are propria criptomonedă oficială, iar focusul actual al companiei este mult mai mult pe AI și computing de centre de date decât pe monede digitale.

Looking good – Nvidia’s earnings easily beat expectations for the fourth quarter of fiscal year 2026 (the three months ending January 25, 2026), reporting $68.13 billion in revenue on Wednesday versus the estimate of $65.91 billion. The company also provided strong guidance for Q1 2026, with a revenue forecast of $76.44 billion to $79.56 billion. The Nasdaq and S&P 500 indexes rallied in anticipation of Nvidia’s earnings report. After the upbeat figures, the firm’s shares jumped about 3% to gave up these gains later on. Asian stocks have reacted positively and opened higher today, with Japanese shares hitting record highs.
Where’s the party? – Nvidia's report was great, but expectations were already extremely high ahead of time – it’s hard to excite markets with such a high bar. Investors are anxious that the AI bubble could burst and good numbers haven’t removed that concern. Can AI infrastructure spending remain at such high levels? Will AI capex keep accelerating? These are the nagging questions on investors’ minds, who are positive but subdued as they digest what happened yesterday. If market sentiment improves, we could see US stocks fly higher and the US Dollar lose ground. If the market mood sours, the US Dollar could go up at the expense of stocks.

Waiting for Wall Street – If the US follows what we saw in Asia this morning, it could be a good day for equities, particularly for the tech-heavy Nasdaq composite. However, if investors focus on their AI fears rather than Nvidia’s earnings, that could mean limited gains on Wall Street today. Meanwhile, the latest round of talks between the US and Iran will be held this Thursday in Geneva and are seen as a last-ditch effort to reach a nuclear deal and avoid a full-blown military confrontation. A breakthrough in the negotiations would be bullish for stocks and weigh on commodities, but a failure would sink risk appetite, likely pushing the first ones higher and sending safe-havens such as Gold and Silver lower.
$NVDAon
#Nvidia's

The stock market is a fickle beast, and Thursday, February 26, 2026, proved it. Even a king can bleed. Nvidia, the undisputed sovereign of the AI era, delivered a fourth-quarter report that most companies would sell their souls for. It beat revenue. It beat earnings. Yet, the market didn't cheer. It blinked.
Nvidia shares tumbled more than 5%, dragging the S&P 500 down 0.54% and the Nasdaq Composite a painful 1.18%. It was a cold shower for a market drunk on artificial intelligence optimism. When the bellwether stumbles, everyone feels the chill.
The Price of Perfection
Success is a double-edged sword. Nvidia is currently dealing with the "curse of high expectations." When you’ve spent years performing miracles, a standard "win" feels like a loss. Investors are no longer just looking for growth; they are looking for a "prove it" moment that justifies sky-high valuations.
Tom Graff, Facet’s chief investment officer, summed it up perfectly: the market is in skeptical mode. There’s a growing shadow over Nvidia’s massive deal with OpenAI. Concerns about capital expenditure and the actual return on investment for these AI giants are finally surfacing. The "AI honeymoon" might not be over, but the reality of the mortgage is setting in.
The Retail Rush and the Software Struggle
Interestingly, while the big institutions were trimming their sails, the "mom-and-pop" traders were diving in. Retail investors recorded their highest levels of net buying in Nvidia since 2012 during the first hour of trading. It was a classic "buy the dip" frenzy, even as the pros headed for the exits.
Meanwhile, Salesforce became the poster child for software anxiety. Despite solid earnings, a disappointing fiscal 2027 revenue forecast sent shares reeling. The fear? AI might not just help software companies—it might replace them. It’s a "software sentiment wreck," and even a $50 billion share buyback couldn’t stop the bleeding.
The Silver Linings
It wasn't all gloom. The Dow Jones managed to squeeze out a tiny gain of 0.03%. While tech shivered, other sectors like financials, energy, and real estate actually moved higher.
Penn Entertainment jumped 13% after a surprise revenue beat.
Paramount Skydance popped nearly 10% on better-than-expected guidance.
These "midday movers" remind us that there is life outside the Silicon Valley bubble.
The Hard Lesson: Diversify or Die
The biggest takeaway from Thursday’s carnage? Index math is a haunting reality. The "Magnificent Seven" companies accounted for 26% of the S&P 500's net income last year. When these seven giants sneeze, the entire index catches pneumonia.
Don't write off the tech titans just yet—they are still the profit engines of the global economy. But Thursday was a visceral reminder that no stock is a safe haven if it's priced for a perfection it can't maintain.
The Lesson: Never let your portfolio become a one-trick pony. Emotional investing in "the next big thing" can lead to a very rocky morning when the hype meets the ledger. Balance is your only shield against a market that decides, overnight, to stop believing in magic.

In 2025, semiconductor sales in the Americas—led by the United States—climbed to a record $255 billion, up 31% year over year. The U.S. accounted for 32.2% of global semiconductor sales in 2025, compared with 22% in 2021, highlighting its expanding role in the AI-driven semiconductor boom.
$NVDAon
#Nvidia's

Conform celor mai recente dezvăluiri, în al patrulea trimestru din 2025, gigantul japonez al tehnologiei SoftBank Group a efectuat ajustări semnificative în portofoliu. Ceea ce a atras cea mai mare atenție pe piață este că firma a redus considerabil participația în acțiunile de bază AI NVIDIA, în timp ce a investit suplimentar în două companii legate de ecosistemul activelor criptografice, ceea ce arată că fondatorul Masayoshi Son își reprogramează riscurile și pozițiile de creștere între AI și finanțele digitale.#孫正義
$BTC
Din perspectiva sumei reduse, cea mai mare operațiune a SoftBank în al patrulea trimestru s-a concentrat pe acțiunile cu greutate tehnologică, cea mai mare reducere a fost vânzarea de peste 5.991 milioane de dolari a NVIDIA. Următoarele pe listă au fost vânzările de 3.385 milioane de dolari pentru T-Mobile US, 1.91 milioane de dolari pentru Metsera, 1.88 milioane de dolari pentru Lemonade și 33.92 milioane de dolari pentru Inter & Co.