Why Wall Street wasn’t won over by Nvidia’s big conference

Nvidia's stock dropped during CEO Jensen Huang's GTC keynote despite bullish announcements including new chips, AI agent and robotics market projections worth tens of trillions, and $1 trillion in expected purchase orders by 2027. Wall Street remains skeptical due to AI's uncertain ROI and bubble fears, even as Silicon Valley stays optimistic. Analyst Daniel Neuman suggests enterprise AI adoption is accelerating faster than outdated survey data indicates, but market uncertainty around AI's societal and economic impact continues to weigh on investors.