Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-02-27 10:02Market Overview - Major U.S. index futures are down, with Dow futures falling by 0.40%, S&P 500 futures down by 0.22%, and Nasdaq futures decreasing by 0.10% [1] Chinese Stocks - Chinese stocks are mixed in pre-market trading, with Alibaba down by 0.95%, Pinduoduo up by 0.41%, Baidu up by 0.88%, and JD.com down by 0.59% [1] AI Sector Developments - Nvidia rebounded by 0.8% after a previous decline of 5.46%. Reports indicate that China's AI model API usage reached a historic high of 41.2 trillion tokens in the week of February 9-15, surpassing the U.S. usage of 29.4 trillion tokens during the same period. This raises concerns about Nvidia's demand for GPUs as China's MoE system drives token usage [1] Capital Expenditure Concerns - CoreWeave, a cloud infrastructure provider, saw a pre-market drop of nearly 10% due to concerns over massive capital expenditures projected between $30 billion to $35 billion for 2026, significantly higher than $10.31 billion in 2025. This has raised fears of substantial short-term losses [2] Netflix Acquisition Strategy - Netflix shares rose nearly 9% after the company refused to increase its acquisition offer for Warner Bros, stating that the deal no longer holds financial appeal [2] AI Market Sentiment - Morgan Stanley suggests that fears regarding AI replacing enterprise software are overstated, predicting that full replacement will not occur until at least 2028. Current AI tools are seen as augmentative rather than fully substitutive [2] Meta and Google Partnership - Meta has reportedly signed a multi-billion dollar agreement with Google to rent AI chips for developing new AI models [2] Rare Earth Supply Issues - U.S. aerospace and semiconductor suppliers are facing severe shortages of rare earth elements, particularly yttrium and scandium, leading at least two suppliers to refuse certain customer orders [3] Duolingo Performance - Duolingo's stock fell nearly 23% in pre-market trading after the company reported a 35% year-over-year revenue increase to $282.9 million for Q4, but provided a conservative Q1 2026 revenue guidance of $288.5 million, below market expectations [3]