LONDON — At a City dinner in November, cheers erupted around the room as artificial intelligence darling Nvidia reported its results. In the weeks leading up to the earnings, financial markets were starting to wobble , believing that after years of analysts warning that overvalued assets could cut short the steady growth of the stock market, the party was finally over. That didn’t come to pass: Nvidia revenue soared and Wall Street breathed a sigh of relief . The market mostly settled, despite