By Robert Izquierdo
Publication Date: 2026-02-20 17:00:00
Key Points
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Tech stocks, including Nvidia, are undergoing turmoil as Wall Street reevaluates artificial intelligence.
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Nvidia continues to impress, as its fiscal fourth quarter forecast for substantial sales of $65 billion illustrates.
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The semiconductor giant’s sales to China are set to resume in 2026.
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Tech stocks have experienced upheaval in 2026 as Wall Street reassesses the impact of artificial intelligence. AI chip leader Nvidia (NASDAQ: NVDA) is among the casualties, with shares down from the 52-week high of $212.19 reached in October.
Does this present a buy opportunity, ahead of the company’s Feb. 25 earnings announcement for its fiscal fourth quarter ended Jan. 25? In short, yes, now is an opportune time to pick up shares, and here’s why.
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Image source: Nvidia.
Despite Wall Street’s growing wariness over AI, Nvidia is in a unique position to benefit as the industry evolves. This is due to several factors, including its comprehensive platform for building AI systems that combine potent semiconductor hardware with its proprietary CUDA software.
The company’s CEO, Jensen Huang, sees AI as a technology shift that will unfold over years, suggesting the sector hasn’t reached its apex. Huang noted that “The world has a massive investment in non-AI…