{"id":2651,"date":"2026-03-09T16:42:53","date_gmt":"2026-03-09T16:42:53","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/03\/09\/why-nvidia-stock-is-soaring-despite-broader-market-sell-off\/"},"modified":"2026-03-09T16:42:53","modified_gmt":"2026-03-09T16:42:53","slug":"why-nvidia-stock-is-soaring-despite-broader-market-sell-off","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/03\/09\/why-nvidia-stock-is-soaring-despite-broader-market-sell-off\/","title":{"rendered":"Why Nvidia stock is soaring despite broader market sell-off?"},"content":{"rendered":"
<\/div>\n

Nvidia stock (NASDAQ: NVDA) is up roughly 1.2% on Monday, an unusual sight on a day when the Dow is down over 800 points, and stagflation fears have most of Wall Street on the back foot.<\/p>\n

The resilience isn’t random, as a combination of fresh analyst conviction, strong recent earnings, and a major product event one week away is keeping institutional buyers engaged even as macro sentiment turns ugly.<\/p>\n

Morgan Stanley’s conviction<\/h2>\n

The institutional setup started on March 4, when Morgan Stanley’s Joseph Moore<\/a> reinstated Nvidia as his top semiconductor pick with a $260 price target, implying roughly 47% upside from last week’s close.<\/p>\n

Moore’s core argument: Nvidia’s stock has essentially gone nowhere for two quarters while the underlying business kept growing, creating what he described as an “unexpectedly favorable entry point.”<\/p>\n

The valuation data support that reading.<\/p>\n

Nvidia now trades at roughly 18 times projected 2027 earnings, a relatively contained multiple for a company that reported 73% year-over-year revenue growth in its latest quarterly results.<\/p>\n

For context, the stock traded at comparable levels in mid-2025 before staging a significant run. It hasn’t looked this inexpensive relative to its growth rate in over a year.\u200b<\/p>\n

Supply-chain signals reinforce the bull case.<\/p>\n

Nvidia’s total supply-related commitments nearly doubled from $50.3 billion at the end of Q3 to $95.2 billion by the Q4 close.<\/p>\n

Hyperscalers aren’t just buying chips as they are locking in capacity well ahead of schedule.<\/p>\n

Moore reads that as evidence that AI infrastructure spending is durable, not approaching a peak.\u200b<\/p>\n

Nvidia stock: GTC 2026 is one week away<\/h2>\n

Nvidia’s annual GTC conference opens March 16 in San Jose.<\/p>\n

Jensen Huang delivers the keynote to an expected 30,000 attendees with hundreds of thousands more expected to watch online.<\/p>\n

He has already teased “a chip that will surprise the world,” which is doing quiet work in Monday’s tape.<\/p>\n

The main item on the roadmap is Vera Rubin, which is Nvidia’s next-generation combined GPU-CPU platform arriving in the second half of 2026.<\/p>\n

The architecture promises a tenfold reduction in inference costs, meaning running AI models in real-world products gets significantly cheaper.<\/p>\n

Lower inference costs typically expand Nvidia’s market rather than cannibalize it.\u200b<\/p>\n

Beyond Vera Rubin, hardware analysts expect GTC to include a first public preview of Feynman, the generation after Rubin.<\/p>\n

If Huang confirms early details, cloud buyers gain multi-year procurement visibility, the kind of forward planning that turns one-time deals into long-term revenue streams for Nvidia.\u200b<\/p>\n

The earnings backdrop gives the conference added weight. Q4 revenue came in at $68.1 billion<\/a>, up 73% year over year, well above the $65.9 billion estimate.<\/p>\n

The company guided for about $78 billion in revenue next quarter, well above market expectations. Full-year fiscal 2026 revenue reached $215.9 billion, with the data-center segment contributing about $197.3 billion.<\/p>\n

The post Why Nvidia stock is soaring despite broader market sell-off?<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Nvidia stock (NASDAQ: NVDA) is up roughly 1.2% on Monday, an unusual sight on a day when the Dow is down over 800 points, and stagflation fears have most of Wall Street on the back foot.The resilience isn’t random, as a combination of fresh analyst conviction, strong recent earnings, and a major product event one…<\/p>\n","protected":false},"author":1,"featured_media":2652,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2651","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2651"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2651\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2652"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2651"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2651"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}