NVIDIA shares declined to $186.67 in after-hours trading, tracking a 2.03% drop in the NASDAQ Composite as investors reassess the sustainability of massive AI infrastructure spending.
- The market downturn follows projections of nearly $700 billion in AI capital expenditures for 2026, with sector sentiment further pressured by margin warnings from Cisco.
- No company-specific announcements were reported for NVIDIA, and minor institutional adjustments by firms like SCS Capital remain strategically insignificant.
- The stock closed at $190.05 on February 11 before the 1.78% after-hours decline on February 12.