A post by @DeItaone on X.

Nvidia shares fell roughly 8% on Thursday, erasing the chipmaker's year-to-date gains and leaving the stock down about 2% for 2026 as a broader semiconductor selloff deepened. The move marks a sharp reversal for the company that had anchored Wall Street's AI trade, with the pullback spreading across the sector rather than staying confined to a single name. The decline matters because Nvidia has been the bellwether for AI-linked equities, so its slide into negative territory for the year signals that investors are reassessing the durability of the AI rally. Traders will watch whether the selling broadens further across chip peers and whether Nvidia can stabilize ahead of its next earnings update, with the stock's year-to-date performance now a key gauge of sentiment toward the entire AI complex.