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Nintendo Jumps 6.8% as Investors Flee AI, Nvidia Misses

5/26/2026

42 8 Full Breakdown

Summary

Story summary

Nintendo shares rose up to 6.8% over three consecutive days as investors rotated out of AI-focused stocks.
Amir Anvarzadeh of Asymmetric Advisors said the rally reflects a shift from high-flying AI tech to beaten-up names.
Tomo Kinoshita of Invesco Asset Management Japan linked the rally to investors hedging ahead of Nvidia’s earnings.
Nvidia’s record quarter missed profit-growth expectations, prompting a few-percent share slip.

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Story summary

Nintendo shares rose up to 6.8% over three consecutive days as investors rotated out of AI-focused stocks.
Amir Anvarzadeh of Asymmetric Advisors said the rally reflects a shift from high-flying AI tech to beaten-up names.
Tomo Kinoshita of Invesco Asset Management Japan linked the rally to investors hedging ahead of Nvidia’s earnings.
Nvidia’s record quarter missed profit-growth expectations, prompting a few-percent share slip.