AI Stocks Reset In 2026 Amid Software Reckoning, Hyperscaler Capex Boom

Market Intelligence Analysis

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Why This Matters

AI stocks have experienced a reset in 2026, with top performers from last year experiencing a decline, but Nvidia's upcoming earnings on Feb. 25 may cause market volatility.

Market Impact

Market impact analysis based on neutral sentiment with 70% confidence.

Sentiment
Neutral
AI Confidence
70%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Many of the top-performing AI stocks last year have retreated. But there are bright spots. Nvidia earnings are due Feb. 25 and could spur volatility.

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Full article on Yahoo Finance
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Original article published by Yahoo Finance on February 17, 2026.
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