AI TRENDS | CoinMarketCap's Alice Liu Says AI-Token Attention Rises Around Nvidia Earnings

CoinMarketCap research head Alice Liu said attention on AI tokens tends to increase around Nvidia earnings, product launches and AI model releases, but returns do not consistently track Nvidia's performance. According to NS3.AI, AI tokens rallied as much as 60% before Nvidia's Aug. 27 results, then several sold off after Nvidia reported about $96 billion in revenue versus $92 billion expected. As of Sept. 10, 2026, Nvidia was up 33% over the covered year, while Bittensor fell 26%, Render dropped 63% and FET declined 74%.