[Goldman Sachs: Nvidia's Strong Earnings Report Fails to Prevent Stock Decline as Positive News Priced In] According to a report by Jinse Finance, Goldman Sachs pointed out that despite Nvidia (NVDA.O) achieving a 73% year-over-year revenue growth and providing an optimistic outlook for its AI business, the stock still fell by 4.5%, dragging down the semiconductor sector and the S&P 500 index. Analysts stated that this reflects a 'sell the news' trend, profit-taking, and concerns over the sustainability of AI capital expenditures by hyperscale cloud service providers. AI spending is expected to grow by 62% in 2026, lower than the 73% growth in 2025, but supply-demand imbalances and a strong balance sheet may still drive expectations higher. Current data center demand and memory bottlenecks are supporting Nvidia, while market attention is shifting to 2027, when capital expenditures may peak.