Next for Nvidia, "AI-washing," and a Software Bounce? 2/26/26

接下来对于英伟达,“AI洗牌”以及软件反弹?2/26/26

The Exchange

2026-02-27

41 分钟
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Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2025, but are companies merely using it as a scapegoat for job cuts? Plus, the software stocks Raymond James says are poised for short-term bounce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • Is NVIDIA overspending our employer's AI washing?

  • And don't look now, but software is rallying once again.

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  • And a reversal lower in shares of NVIDIA is weighing on the overall markets today.

  • The NASDAQ is down 1.8% right now, which is near its session lows of about a 2% drop.

  • Dow is actually only down about 226.