Emerging Asian Currencies Strengthen, Malaysian Ringgit Advances
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy NVDA?
Source: Newsfilter
- Currency Movements: The Malaysian ringgit strengthened by 0.4% and the Philippine peso rose by 0.9% to its highest level since late September, reflecting regional currencies' resilience amid a weaker dollar backdrop due to uncertainties in U.S. trade policy.
- Market Response: MSCI's emerging market currency index climbed 0.24%, hovering near its record peak hit on February 12, indicating a recovery in investor confidence towards emerging markets, particularly driven by sectors linked to AI and capital goods.
- Stock Market Performance: Taiwan's benchmark index reached a historic high of 34,212.38 points, closing 0.5% higher, while South Korea's KOSPI index gained 0.7%, showcasing strong demand for AI-related stocks and reflecting optimistic sentiment towards tech equities.
- Policy Impact: Analysts noted that a 15% global tariff would provide modest relief for economies in India and ASEAN, such as Malaysia, Thailand, and the Philippines, although Singapore would face higher tariffs, potentially affecting its market competitiveness.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 165.170
Low
200.00
Averages
264.97
High
352.00
Current: 165.170
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Significant Revenue Growth: Nvidia reported a revenue of $215.9 billion for fiscal 2026, reflecting a 65% year-over-year increase, despite a 10.2% decline in stock price so far in 2026, indicating market concerns about the sustainability of AI infrastructure spending.
- Robust AI Demand Outlook: CEO Jensen Huang announced at the GTC AI Conference that demand for AI systems is projected to reach at least $1 trillion in 2026 and 2027, a substantial increase from the previous estimate of $500 billion, highlighting the long-term trend in AI infrastructure development.
- Diversified Customer Base: Nvidia's business is composed of 60% from hyperscalers and 40% from enterprises, sovereign AI projects, startups, and emerging applications, ensuring that the company is not overly reliant on any single industry, thereby mitigating market risks.
- Continuous Product Innovation: Nvidia is actively launching new products, with ongoing deployments of Hopper systems and ramping up Blackwell systems, while future platforms like Rubin and Feynman are already in development, enhancing the company's competitive edge in the market.
See More
- New Stock Additions: In Q1 2026, Harbor Capital added three stocks, with Merck & Co (MRK) being the largest at 2,020,767 shares, accounting for 0.86% of the portfolio and valued at $222.83 million, indicating confidence in the pharmaceutical sector.
- Key Position Increases: The fund increased its stake in Amphenol Corp (APH) by 818,193 shares, representing a significant 58.39% increase, bringing total holdings to 2,219,459 shares with an overall investment value of $319.78 million, reflecting optimism about its growth potential.
- Complete Exits: Harbor Capital fully exited four holdings in Q1, including Nike (NKE) and Boston Scientific (BSX), impacting the portfolio by -0.74% and -0.45% respectively, indicating a cautious outlook on these companies.
- Position Reductions: The fund reduced stakes in 34 stocks, notably cutting NVIDIA (NVDA) by 3,792,310 shares, resulting in a 20.42% decrease and a -2.61% portfolio impact, showcasing a strategic response to market volatility.
See More
- Market Reaction: Following Nvidia CEO Jensen Huang's positive remarks on the All-In podcast, Bittensor's price surged approximately 17% on March 25, indicating market recognition of decentralized AI training.
- Significant Technical Achievement: Bittensor's Templar subnet successfully trained a 72-billion-parameter language model using a decentralized network of over 70 contributors and widely available hardware, showcasing its potential in AI training.
- Investment Risk Analysis: Despite Bittensor's market cap reaching $3.3 billion, its subnet generates only $2.4 million in annual revenue, highlighting the risk of demand not yet materializing, necessitating cautious evaluation by investors.
- Future Outlook: While facing challenges, Bittensor's technological advancements and market dynamics continue to attract attention, particularly for investors with diversified crypto portfolios, as a modest investment could be a worthwhile consideration.
See More
- Market Rally: By 1:30 PM ET, the Dow Jones Industrial Average rose by 2.1%, the S&P 500 increased by 2.4%, and the Nasdaq Composite surged by 3.6%, reflecting a renewed optimism among investors regarding market sentiment.
- Stable Fed Policy: Fed Chair Jerome Powell's remarks did not incite panic, leading investors to interpret that the Fed is unlikely to implement drastic rate hikes, thereby alleviating inflation concerns and contributing to the stock market's rise.
- Geopolitical Influence: President Trump's discussion of a potential end to the Iran conflict provided a boost to market optimism; while oil prices remain high, the anticipation of de-escalation in tensions has sparked a rally in the stock market.
- Strong Individual Stock Performance: Goldman Sachs and Caterpillar both saw gains of around 5%, while Nvidia's announcement of a $2 billion investment in Marvell Technology led to a 12% surge in Marvell's shares, highlighting the potential of AI infrastructure investments despite limited impact on major market indexes.
See More
- Fed Policy Stability: Fed Chair Jerome Powell's remarks did not terrify the market, as investors interpreted them as a sign that the Fed is unlikely to take aggressive rate actions, alleviating inflation concerns and boosting market sentiment.
- Iran Situation Easing: Reports of President Trump's discussions about potentially ending the Iran conflict provided optimism to investors; while oil prices remain near multi-year highs, the hint of de-escalation sparked a rally in the stock market.
- Major Index Performance: By 1:30 PM ET, the S&P 500 had risen 2.4%, the Dow Jones Industrial Average was up 2.1%, and the Nasdaq Composite surged 3.6%, indicating a strong market rebound, although all indexes are still on track for their worst month in several years.
- Investor Strategy Adjustment: Despite increased market volatility, long-term investors may view the current fluctuations as an opportunity to add quality positions at lower valuations, emphasizing the importance of maintaining a diversified investment strategy.
See More
- Positive Market Response: Following Nvidia CEO Jensen Huang's praise for Bittensor's decentralized AI training on the All-In podcast, the TAO token surged approximately 17% on March 25, indicating market recognition of its potential.
- Significant Technical Achievement: Bittensor's Templar subnet successfully trained a 72-billion-parameter large language model, Covenant-72B, through a decentralized network of over 70 contributors using widely available hardware, showcasing its technical prowess in AI training.
- Validation of Economic Value: The success of this subnet not only demonstrates Bittensor's ability to organize computing resources but also supports its investment thesis, indicating that subnets can create economic value, although they have yet to prove real demand.
- Risks and Opportunities: While Bittensor's supply dynamics appear favorable, its subnets generate only $2.4 million in annual revenue against $52 million in subsidies, highlighting a high risk of valuation decline, necessitating careful assessment of its market fit by investors.
See More











