On this episode of Stock Movers:
- Nvidia (NVDA) shares drop after the company gave a first-quarter outlook that beat the average analyst estimate, due to concerns over a potential bubble. Investors are seeking stronger assurances that the booming spending on artificial intelligence processors can be maintained, with questions over whether Nvidia will remain dominant as AI shifts from training models to running everyday tasks.
- GoodRX (GDRX) shares slide after the health-care platform forecast revenue for 2026 that fell short of Wall Street’s expectations. It also gave an estimate for the lower bound of 2026 Ebitda that would be below expectations. Multiple analysts said they were surprised by the scale of margin deterioration implied by the profit outlook.
- Papa John’s (PZZA) shares drop after the pizza chain reported weaker-than-expected sales results, which reflect a “weak consumer backdrop and elevated promotional environment.”
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