[NVIDIA drops 5%, concerns over return on investment and growth momentum persist] Odaily Planet Daily News – NVIDIA (NVDA.O) fell 5% in early trading on Thursday, dragging down major U.S. stock indices. The stock had closed at a three-month high on Wednesday. Its optimistic performance failed to boost investor sentiment, as an increasing number of investors expressed concerns about the returns from massive investments in the field of artificial intelligence. This market reaction reflects growing doubts about whether NVIDIA's record-breaking growth momentum can be sustained. Competitors are launching new AI accelerators, large enterprises are investing in custom chips, and the spending cycle across the AI sector has become more uneven. JPMorgan analysts stated in a report: 'This widespread reaction indicates that investors still want more information. We believe this is related to the uncertainty surrounding the growth outlook of NVIDIA's data center business in fiscal year 2027, especially considering the significant increase in capital expenditure budgets by major customers.' (Jin10)