Latest / MPC Markets Morning Call
27th February 2026 – AI Darling Turns Drag, Nvidia Beats but investor conviction weakens
Nvidia’s stellar quarter, growing AI backlash, and a historic US military buildup around Iran anchor this MPC Morning Call, as Mark Gardner unpacks why markets are fading AI darlings, where capital is rotating on the heatmap, and how MPC is positioning via its new “software survivors” strategy in an increasingly volatile macro and tech landscape.
Nvidia’s blockbuster result and upbeat guidance were sold into as markets look for excuses to de‑risk crowded AI winners despite strong fundamentals.
Big AI-driven job cuts at Block and WiseTech highlight how productivity gains are arriving via…
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