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This Week's Market Wrap: Tariffs, AI, And A Market On Edge [Seeking Alpha]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
AI infrastructure leaders delivered outsized growth and multibillion-dollar deployment deals, while disruption fears compressed software multiples - despite Nvidia's Jensen Huang arguing investors are misreading AI's impact on applications. Alternative managers, fintech, and crypto-linked equities amplified volatility as redemption, credit, and activity headlines influenced risk appetite. Getty Images By Ryan J. Puplava Tariff-ic Trouble The week opened with policy-driven volatility after President Trump raised the Section 122 global tariff rate to 15% from 10% and warned of further measures against countries attempting to revisit trade agreements. Reports that This article was written by Quick Insights Tariff risk and firm inflation support defensive sectors and energy, while pressuring cyclicals and small caps due to increased rate sensitivity and policy uncertainty. AI infrastructure spending fuels semiconductor growth and earnings durability, while software stoc
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- Nvidia plans new chip to speed AI processing, WSJ reports [Yahoo! Finance][Yahoo! Finance]
- Nvidia's Market Cap Posts Biggest Drop Since March 2025—Despite Blowout Earnings [Yahoo! Finance][Yahoo! Finance]
- Trump Calls Out Pelosi For Stock Trading, Ignores Republicans With Better Returns, Questionable Trades [Yahoo! Finance][Yahoo! Finance]
- Here Are Friday's Top Wall Street Analyst Research Calls: Block, Costco, Dollar Tree, Duolingo, Palantir Technologies, Southwest Airlines, Synopsis, Warner Bros. Discovery, and More [Yahoo! Finance][Yahoo! Finance]
- Nvidia Stock Is Sliding Again -- AI Spending Concerns Persist [Yahoo! Finance][Yahoo! Finance]
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NVDA
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SEC Filings
- 2/25/26 - Form 10-K
- 2/25/26 - Form 8-K
- 2/17/26 - Form 13F-HR
- NVDA's page on the SEC website
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