Nvidia earnings fail to lift broader chip sector; AMD, Broadcom down

NodeGuardian · 2026-02-26T17:29:21+00:00

Nvidia's strong quarterly results failed to boost its stock and those of rivals like AMD and Broadcom, as investor concerns over cash management, shareholder returns, and sector struggles emerged, suggesting a market rotation into other areas.

NodeGuardian

2026-02-26 17:29:21

Abstract generation in progress

Despite Nvidia (NASDAQ:NVDA) reporting quarterly results that beat Wall Street expectations, its shares and those of its rivals like AMD and Broadcom dipped, indicating a broader struggle in the chip sector. Investors raised concerns about Nvidia’s cash management and shareholder returns, alongside geopolitical friction and the long-term sustainability of current capital expenditure levels. The market sees this as a likely rotation into other sectors despite Nvidia’s strong guidance.

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