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Feb 28, 2026
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14 min read
Nvidia Proved Demand Again. The Market Asked a Different Question.
Feb 27, 2026
11 min read
Core PPI ran hot. The 10-year broke below 4% anyway. Banks had their worst day since April. The bond market is no longer trading inflation. It is trading growth risk.
NVIDIA beat on every line, guided above every estimate, and lost 5.5%. Dell beat by the same margin, guided FY2027 revenue 25% above the Street, and jumped 8% after hours. The AI trade did not break yesterday. It split.
Feb 26, 2026
10 min read
The market is no longer arguing about whether AI demand exists. It is asking who else benefits and who quietly pays for it.
13 min read
That is the sound of a market that was positioned for the good news. Nvidia beat on every metric, guided Q1 revenue to $78 billion against a Street expecting $73 billion, and the stock popped 3.5% after hours before fading back to flat. The question this morning is not whether AI demand is real. It is whether anything Nvidia said last night changes the math for the names one layer below it.
Feb 25, 2026
Nvidia reports into a market already split. Hardware is treated like scarce supply. Software is treated like margin risk. Tariffs creep higher. Power costs loom. Tonight is about language, not revenue.
