AI Stocks Influence Market Trends
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy NVDA?
Source: Fool
- AI Investment Surge: Over the past three years, AI stocks have propelled the S&P 500 to double-digit gains, with investor enthusiasm for this high-potential sector leading many companies to experience double and triple-digit stock price increases, reflecting strong market confidence in AI.
- Cautious Market Sentiment: Despite the ongoing investment boom in AI, investors have recently become more cautious, worrying that AI spending may slow down, potentially causing high-flying stocks to decline, which indicates uncertainty about future growth in the market.
- Importance of Nvidia's Earnings: Nvidia is scheduled to report its fiscal 2026 fourth-quarter and full-year earnings on February 25, and as a central player in the AI growth narrative, its performance will be seen as a bellwether for the entire market, with any negative news likely to trigger widespread investor concern.
- Long-Term Investment Strategy: Regardless of the S&P 500's performance on February 26, investors should remain calm and focus on the long-term AI growth story, using market fluctuations as opportunities to purchase quality AI stocks for potential long-term gains.
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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: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
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.
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