NVDA - GOLDMAN: 'WHEN VERY GOOD IS APPARENTLY NOT SO GOOD' Goldman Sachs notes that despite NVIDIA’s 73% YoY revenue growth and bullish AI guidance, the stock fell 4.5%, dragging semis and the S&P 500 lower. Analysts cite “sell-the-news” moves, profit-taking, and concerns over hyperscaler AI capex sustainability. AI spending is expected to grow 62% in 2026, down from 73% in 2025, but demand-supply imbalances and strong balance sheets may still lift estimates. Current data center demand and memory constraints support NVDA now, with focus shifting to 2027 when capex may peak.(*Walter Bloomberg)