NVDA is trading 1.7% down now at $192.44 amid continued pressure on high-valuation AI and semiconductor names.

  • Investors are rotating out of mega-cap technology stocks despite recent record earnings and strong fiscal 2026 results.
  • Market sentiment is being pressured by concerns over rising AI infrastructure and memory costs.
  • The move is largely tied to a broader tech sector sell-off rather than a company-specific catalyst.