The chip maker says demand looks strong through next year, while a selloff has made the $4.5 trillion company look cheap.
Nvidia stock rises with management confident in delivering more than $500 billion in cumulative revenue from Blackwell and next-generation Rubin chips.
Nvidia shares moved 5.5% higher in premarket trade on Thursday. In its earning call, the AI chipmaker worked to 'disprove pretty much all of the bear cases out there,' one analyst told CNBC.
Anna Edwards, Guy Johnson, Kriti Gupta and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:08 - Nvidia, Big Tech Worries 00:00:58 - Crypto Outlook 00:01:54 - December Fed Cut 00:02:36 - Fed Rate Cut Importance -------- More on Bloomberg Television and Markets Like this video?
Nvidia beats expectations in Q3 earnings and guides beyond projections for 2026, sending shares up 5 per cent in after-hours trading. CEO Jensen Huang remains sanguine about over-stretched A.I.
For the past week, global markets have behaved like someone slowly realising they may have overpaid for the world's most hyped gadget. A 3% slide in the tech-heavy Nasdaq, hand-wringing over whether AI stocks have become dangerously inflated, and high-profile selling (Peter Thiel dumping $100 million of Nvidia shares and SoftBank delicately trimming its own holding) all fed a growing sense that the AI party might be losing its fizz.
Nvidia's sales of the computing chips powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a Big Tech boom turning into a bust that topples the world's most valuable company.
Nvidia CEO Jensen Huang calls Q4 guidance 'crazy good' as chipmaker rides AI boom wave. Stock jumps 5% after beating earnings expectations in third quarter.
NVIDIA Corporation ( NVDA ) Q3 2026 Earnings Call November 19, 2025 5:00 PM EST Company Participants Toshiya Hari - Vice President of Investor Relations & Strategic Finance Colette Kress - Executive VP & CFO Jen-Hsun Huang - Co-Founder, CEO, President & Director Conference Call Participants Joseph Moore - Morgan Stanley, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Vivek Arya - BofA Securities, Research Division Benjamin Reitzes - Melius Research LLC James Schneider - Goldman Sachs Group, Inc., Research Division Timothy Arcuri - UBS Investment Bank, Research Division Stacy Rasgon - Sanford C. Bernstein & Co., LLC.
Nvidia's Q3 earnings beat expectations, driven by strong data center and AI demand. New partnerships with OpenAI, Uber, and xAI underscore Nvidia's leadership in AI.
Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point.
Asian markets were trading higher early Thursday, led by chip and technology shares.