NVIDIA falls 4% on rotation concerns: How strong profitability could save the bull case

NVIDIA falls 4% on rotation concerns: How strong profitability could save the bull case

By David Moadel
Publication Date: 2026-05-01 14:19:00

Quick Read NVIDIA (NVDA) stock fell ~4% Thursday to $201 as rotation into competitor chips intensified following reports of weak OpenAI revenue and user growth targets. NVIDIA maintains elite profitability with 71% gross margin and 60% operating margin; thus, the fundamentals remain un…