Solid Nvidia beat couldn't reverse broader appetite loss [Video]

Ipek Ozkardeskaya Swissquote Bank Ltd

Nvidia delivered a blockbuster Q4, smashing expectations. Forward guidance for Q1 also topped analyst forecasts, cementing Nvidia’s leadership in AI infrastructure and inference.

Yet despite the stellar results, the market reaction was muted. Shares rose modestly in after-hours trading as investors focused on revenue concentration, leverage concerns and broader AI and tech valuation risks. Even with impressive execution, Nvidia alone isn’t enough to reignite global risk appetite.

From software warnings to HALO rotation trades, the market remains selective, with investors weighing growth vs risk in a cautious environment.

Author

Ipek Ozkardeskaya

Swissquote Bank Ltd

Ipek Ozkardeskaya began her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked in HSBC Private Bank in Geneva in relation to high and ultra-high-net-worth clients.

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