NVDU is trading 3.8% higher in pre-market as investors pivot back to mega-cap technology following a period of AI-related valuation pressure.

  • The rebound follows several days of selling pressure linked to tech-sector rotation and warnings regarding AI exuberance.
  • Sentiment is bolstered by improved geopolitical conditions and index rebalancing that favors NVIDIA-linked exposure and large-cap tech.
  • The move tracks a broader recovery in Nasdaq futures and the wider technology sector.