Nvidia stock price drops in early trade as AI capex jitters bite; Feb. 25 earnings loom
New York, Feb 6, 2026, 09:41 EST — Regular session
Nvidia shares dropped roughly 1.2% to $171.88 early Friday, lagging behind a mixed chip sector amid a tech selloff fueled by concerns over the expense of artificial intelligence development.
This move is significant since Nvidia is at the heart of the AI expansion — and investors want a clearer answer: is the jump in data-center spending going to translate into immediate revenue and profit, or just heftier expenses?
The shift in sentiment has intensified after Microsoft, Alphabet, and Amazon unveiled new capital expenditure plans—capex being the funds companies allocate to data centers, servers, and chips. Kristina Hooper, chief market strategist at Man Group,…
