Nvidia just delivered another knockout quarter and the stock went down anyway. I don't think that's about Nvidia at all, it's about a market that's suddenly more scared of AI debt than impressed by AI headlines.
The Trump administration is considering greenlighting sales of Nvidia's H200 AI chips to China, people familiar with the matter said, as a detente between Washington and Beijing boosts prospects for exports of advanced U.S. technology to China.
Nvidia had a strong earnings report, but then shares fell as investors keep worrying about an AI bubble. Nvidia, the world's most valuable company, announced Wednesday that sales will be about $65 billion in the January quarter — roughly $3 billion more than analysts predicted.
Nvidia (NASDAQ:NVDA) reported blockbuster earnings in Q3, with many believing that the report was enough to put an end to the “market crash” or the “AI bubble myth.
As Nvidia (NVDA) goes, so goes the stock market.
Stocks advanced to end a week that has seen major equities indexes sell off on concerns about AI spending and valuations of big tech firms, while the price of bitcoin continued to fall.
Nvidia (NASDAQ:NVDA) reported some pretty stellar quarterly results, and with upbeat commentary from CEO Jensen Huang, it seemed like the “AI bubble” fears were off the table for a while, at least as of Thursday morning, when stocks bounced back with fury, only to shed the gains and then some going into the close.
Nvidia Corporation remains the AI sector leader, delivering a strong earnings beat and robust guidance despite recent market volatility and sentiment-driven selloffs. NVDA's forward P/E of 25 and PEG of 0.75 suggest the stock is not overvalued if high growth continues, countering bubble concerns. Market fears stem from circular AI financing, rising debt, and a hawkish Fed, but these are likely fueling a healthy correction, not the end of the AI cycle.
A sharp pullback for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares on Thursday caused a case of the collywobbles for twitchy Silicon Valley investors. It followed a stellar earnings release from the GPU giant on Wednesday, which was initially greeted positively.
Nvidia Corporation remains a leader in AI and semiconductor growth, leveraging internal AI to boost productivity and revenue per employee. NVDA's revenue per employee is projected to reach $5 million in calendar year 2025, far outpacing mature competitors like AMD and Intel. Despite competition from Google and Amazon, NVDA's robust CUDA platform and strategic partnerships reinforce its dominant market position.
NVIDIA posts surging Q3 results and bold Q4 guidance as data-center demand and new chip roadmaps fuel its momentum.
Nvidia (NASDAQ: NVDA) stock closed more than 3% in the red on Thursday, November 21, following a strong but ultimately short-lived rally supported by exceptional quarterly results.