The Rundown Nvidia Shares Drop Despite Blowout Earnings, Salesforce Sends Mixed Signals
Feb 26, 2026
NVIDIA’s blockbuster AI-driven revenue and why investors still sold off afterward. Disappointing forward guidance from a major CRM player and the market fallout for software stocks. Energy drink growth showing strong customer loyalty. A struggling enterprise AI company halves revenue and restructures. An insider trading bust on a prediction market draws regulatory attention.
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Host Bought IGV After Monday Dip
- Zaid Admani says he loaded his IRA on Public.com and bought the software ETF IGV after Monday's dip.
- He uses this personal buy to illustrate confidence in buying the dip amid recent volatility.
NVIDIA's Growth Is Almost Entirely AI Chips
- NVIDIA's revenue surge is driven almost entirely by data center AI chips that now make up over 91% of sales.
- Data center revenue rose 13x since ChatGPT launched and NVIDIA projects $78B next quarter despite China export limits.
Market Worries Persist Despite Blowout Results
- Even blowout quarters haven't stopped sell-offs because investors fear AI spending is concentrated among hyperscalers.