Nvidia’s Great Earnings Report Fails to Dim AI Investors’ Fears
Nvidia’s great earnings report failed to calm the growing unease around the AI trade, and that tension shaped the mood in markets this week. The company’s blockbuster quarter reaffirmed that demand for AI hardware remains powerful, yet instead of settling the debate, it exposed how sharply divided investors have become over the long term payoff of surging AI investments. Its shares surged at the open on Thursday last week and briefly pulled other AI and tech names with them but the lift evaporated within hours as traders reassessed what the results actually meant. Major indexes traced that same arc, climbing…

