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CryptoMediumUpdated×10•Originally published 25 February 2026•Updated 26 February 2026•

1 min read

Nvidia Shares Dip Despite 'Upbeat' Forecast as AI Bubble Concerns Weigh on Sentiment

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Key Facts

1Nvidia reported $68 billion in revenue last quarter, exceeding Wall Street expectations.

3 months ago

Version History

Version 103 months ago

What changed: Updated the story to include Bloomberg's 'upbeat' characterization of the forecast, linked the price drop to 'AI bubble' concerns, and added references to media sector deals.

Version 93 months ago

What changed: Market reaction intensified from a muted response to a 5% sell-off, with new details added regarding Blackwell chip shipments and demand visibility extending to 2027.

Version 83 months ago

Version 73 months ago

What changed: The story was updated to contextualize Nvidia's earnings as a global demand barometer, highlighting the resilience of hardware firms over software and noting new investment opportunities arising from recent market volatility.

Version 63 months ago

What changed: The story was updated to include the muted US pre-market reaction, highlighting investor caution regarding AI sustainability despite record-breaking financial results.

Version 53 months ago

What changed: The story was updated to specify that strong data center demand was the primary driver for the rally in AI-linked cryptocurrency tokens.

Version 43 months ago

What changed: The story was updated to include the positive impact of Nvidia's results on Asian equity markets and its role in mitigating global concerns regarding an AI spending slowdown.

Version 33 months ago

What changed: Updated to reflect the stabilization of Nvidia's stock price in extended trading following the initial 3% post-market rally.

Version 23 months ago

What changed: Added historic annual financial milestones ($200B revenue/$100B profit), the 3% after-hours stock reaction, and clarified the revenue guidance beat against analyst consensus.

Version 13 months ago

What changed: Added qualitative context regarding market sentiment, specifically the high level of investor anxiety and the extreme reliance of the broader stock market on Nvidia's performance to sustain momentum.

Nvidia (NVDA) shares fell over 5% on Thursday as persistent concerns regarding a potential AI bubble overshadowed a strong financial outlook. While Bloomberg characterized the company's sales forecast as 'upbeat,' the investor response remained lukewarm due to anxieties over market overextension. Despite the sell-off, Jefferies analysts maintained their positive stance, noting that demand visibility for Blackwell chips now extends into 2027. The company recently achieved a historic milestone with annual revenue surpassing $200 billion, cementing its role as the global AI infrastructure barometer. Broader market news also highlighted significant activity in the media sector, including updates on the Paramount Skydance and Warner Bros deals. Ultimately, the price decline reflects a growing disconnect between Nvidia's operational excellence and investor caution regarding stretched valuations.