Nvidia earnings report collides with Wall Street skepticism over AI spending

In this articleNVDAJensen Huang, president and CEO of Nvidia, attends the 56th annual World Economic Forum meeting in Davos, Switzerland, Jan. 21, 2026.Denis Balibouse | ReutersIt's been a tough start to the year for technology investors. Shares of seven of the eight trillion-dollar tech companies have notched losses so far.The lone exception is Nvidia. The chipmaker's stock is up 2.7% in 2026 as of Monday's close, while the Nasdaq has dropped more than 2.5%. Microsoft, Amazon and Tesla have all seen double ...