Their businesses have been relatively immune from economic cycles, but the market mob’s fears are taking over, leading some investors to begin hedging their portfolios and doubting an investment playbook that has produced strong results for many years.

Wall Street is once again fixated on Nvidia, as the main player in the artificial intelligence mania is set to report earnings after the bell Wednesday and give an update on demand for its semiconductors,

Nvidia reported its fourth-quarter results after Wednesday's closing bell. Investors are focused on early sales of the company's new Blackwell line.