Nvidia’s “Sell the News” Reaction Drags Nasdaq Lower as AI Optimism Faces Reality Check

The U.S. stock market experienced a significant pullback on Thursday, February 26th, 2026, as investors grappled with a "sell the news" reaction following the highly anticipated earnings report from the world’s leading artificial intelligence chipmaker. Despite reporting financial results that exceeded even the most optimistic forecasts, the tech-heavy Nasdaq led a broad market decline, highlighting growing concerns about the sustainability of current AI valuations and the potential for a spending plateau a ...