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NVIDIA (NVDA) Sold Off Due to Investor Concerns About AI Capital Spending Sustainability [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
A copy of the letter can be downloaded here . In the first quarter of 2026, the Class A shares of the Alger Capital Appreciation Fund underperformed the Russell 1000 Growth Index. The Information Technology and Financials sectors contributed, while Consumer Discretionary and Utilities detracted from the performance. US equities experienced a volatile period in the first quarter of 2026, with the S&P 500 Index declining 4.33%, driven by two distinct forces that transformed the investment landscape. The software industry experienced significant disruption due to the rise of agentic artificial intelligence tools. The second is the U.S.-Iran conflict that began in late February, causing a significant supply shock. This results in a surge in crude oil prices, injecting potential inflationary pressure into the economy. The Fund identifies opportunities for companies that are adopting and facilitating the technology as it evolves into an agentic phase, despite the market's focus on industrie
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- Nvidia's Jensen Huang says AI assistants will act more like overbearing managers rather than job destroyers: ‘They'll be micromanaging you' [Yahoo! Finance][Yahoo! Finance]
- Is It Too Late to Buy Nvidia? Why Calm Markets May Still Reward Buying Great Businesses [Globe and Mail, The (Toronto, Canada)][Globe and Mail, The]
- Nvidia is losing an industry that saved it from bankruptcy [Yahoo! Finance][Yahoo! Finance]
- Why the tech stock rally may only be starting [Yahoo! Finance Canada][Yahoo! Finance Canada]
- AI Could Destroy 25 Million US Jobs [Yahoo! Finance][Yahoo! Finance]
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NVDA
SEC Filings
SEC Filings
- 3/26/26 - Form SCHEDULE
- 3/24/26 - Form 4
- 3/20/26 - Form 4
- NVDA's page on the SEC website
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