Market Overview - The market is experiencing ongoing pressure despite strong earnings reports from major companies like Nvidia, indicating a risk-off mentality among investors [2][4] - Macro pressures are significantly impacting major indexes, leading to a sell-off in stocks [2][6] Company Performance - Nvidia reported a blowout earnings report, but the positive impact was short-lived as the stock faced two down days immediately after [1][2] - Apple and Google are outperforming in the current market, with Apple showing resilience and Google benefiting from optimism surrounding its Gemini 3 product [3][4] Debt Concerns - There is growing anxiety regarding debt levels among major players, particularly Oracle, as indicated by the rise in credit default swaps (CDS) [7][8] - Investors are concerned about the potential for over-leverage in companies heavily investing in AI, which could pose risks in the future [8][9]

Want to dig into all of that and the market reaction this week. Bloomberg's equities reporter, Carmen Reineke, who has been across this story day in and day out. Carmen.Why are we seeing this ongoing pressure on some of the biggest winners. Yeah, it's really interesting in like what a week it's been, right. You know, we have Nvidia with this blowout earnings report and then two down days immediately following it.Really what it seemed what seems to be happening is there are so many macro pressures on the mar ...

Nvidia's Stellar Quarter Fails to Quell Bears as AI Valuation Fears Deepen on Wall Street► https://t.co/5MwEHnCvcX https://t.co/5MwEHnCvcX ...

What we experienced yesterday was insane, to say the least. Nvidia ( NVDA ) opened the trading session with great optimism and a price per share close to $200, but ended the session at $181: it went from +5% to -3%. At the timeHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 27 years old.In 2023 I graduated in Business Administration and I completed CFA level 1 in 2024. I am currently a Popular Investor on the investing platform eToro, you can see there my public portfoli ...

Core Insights - Nvidia reported strong third-quarter earnings with revenue of $57.01 billion and adjusted earnings per share of $1.30, both exceeding Wall Street estimates [3] - The company anticipates fourth-quarter revenue of $65 billion, surpassing analysts' predictions of $62 billion [3] - Despite Nvidia's success, investor concerns about an AI bubble and the Federal Reserve's potential rate cut influenced market volatility [4] Market Reactions - Following Nvidia's earnings report, shares rose nearly 5%, contributing to gains in other major tech stocks known as the "Magnificent Seven" [2][3] - The Nasdaq Composite experienced significant fluctuations, closing at $22,078.05, and was projected to open at a 10-week low before showing signs of recovery [4] - As of Friday morning, some stocks within the "Magnificent Seven" were showing positive early trading results after losing gains earlier in the week [6] Employment Data Impact - The September jobs report revealed 119,000 new positions added, significantly higher than the predicted 50,000, but unemployment unexpectedly rose to 4.4% [8]

他还抱怨称，"我们要是交了一份差业绩，就是AI泡沫的铁证；我们要是交出一份亮眼业绩，那就是我 们在助长AI泡沫。" 当地时间11月20日，带着亮眼的第三季度财报，英伟达创始人兼首席执行官黄仁勋做客福克斯商业频 道，却依旧高兴不起来。 在节目中，黄仁勋表示，美国出台的出口限制导致英伟达对华芯片销售陷入停滞，预计未来两个季度的 销量将为零，"我预测英伟达在中国市场的销售额将为零。下一季度为零，再下一季度还是零"。他表 示，中国目前的AI芯片市场规模约为500亿美元，到2030年末可能增长至2000亿美元。 据智通财经11月21日消息，面对发布超预期财报后股价不涨反跌的现实，英伟达创始人黄仁勋在内部全 员大会上大倒苦水，并称"市场并未充分认识到(英伟达)那令人难以置信的季度表现"。 在周四举行的英伟达全员会议上，黄仁勋表示，"现在市场对英伟达的预期高得离谱"，以至于公司陷入 无论做什么都难以取悦市场的"无赢"境地。 此外，叱咤资本圈的"大空头"迈克尔·伯里(Michael Burry)则被发现大手笔做空英伟达，并连续发帖称该 公司是"AI融资循环骗局"的核心。 在这种看空、做空的背后，是市场对英伟达的质疑或担忧。 ...

Core Insights - The stock market has experienced significant losses, with major indexes like the S&P 500 and Nasdaq closing below their 50-day moving averages for the first time in months [1] - Nvidia's stock initially rose after earnings but reversed lower, negatively impacting the semiconductor sector and broader market [1] - The "Magnificent Seven" stocks, including Nvidia and Tesla, are highlighted as key players in the current market dynamics [2] Market Performance - The Dow Jones index saw a notable decline of 386 points, reflecting the overall market downturn [4] - The AI stock sector, particularly Nvidia, Micron, and Palantir, faced heavy losses, contributing to a broader sell-off [4] - The market has seen a significant reduction in value, with an estimated $2.4 trillion erased from the AI stock bubble [4] Investment Opportunities - Nvidia and Taiwan Semiconductor are leading a new list of stocks that are gaining attention for potential investment [4] - The current market conditions present opportunities for traders to capitalize on shifts in stock market leadership [4]

Core Insights - NVIDIA CEO Jensen Huang highlighted "off the charts" chip sales and dismissed concerns about an "AI bubble" during a recent earnings call, indicating a strong performance in the tech and AI sectors [1][2] - Despite Huang's optimistic outlook, the market reaction was negative, with significant declines in stock prices for major tech companies, particularly within the "Magnificent 7" group [2] Group 1: Company Performance - NVIDIA's chip sales are reported to be exceptionally high, contributing to a positive narrative around the company's performance [1] - Amazon and Microsoft experienced a drop of approximately 6% in their stock prices this week, indicating a broader market correction affecting tech stocks [3] - Alphabet was the only company in the "Magnificent 7" to gain, with an increase of nearly 8%, attributed to the successful launch of Gemini 3 [3] Group 2: Market Trends - The initial positive buzz from NVIDIA's earnings report quickly reversed, leading to losses for most AI-related stocks, with only Alphabet showing resilience [2] - Oracle, a significant customer of NVIDIA, saw its stock decline by about 10%, reflecting the broader market challenges faced by companies reliant on AI technologies [3]

Market Overview - The Dow Jones Industrial Average and other major stock indexes experienced a bounce following a significant sell-off, influenced by a Federal Reserve official's suggestion of a potential rate cut in December [1] - Artificial intelligence stocks, including Nvidia (NVDA), Palantir Technologies (PLTR), and Tesla (TSLA), saw upward movement in the stock market [1] Stock Performance - Nvidia, Taiwan Semiconductor, and other AI-related stocks have been highlighted as leading performers, with Nvidia being a key player in the market [4] - The stock market has shown volatility, with leadership among stocks changing rapidly, indicating a dynamic investment environment [2][4] Market Sentiment - There is a growing concern regarding the AI stock bubble, which has reportedly erased $2.4 trillion in value, reflecting the risks associated with overvaluation in the sector [4] - Despite the downturn, capital markets have not yet shown signs of retreating from the AI bubble, as noted by JPMorgan [4]

Market Analysis by covering: Gold Spot US Dollar, NVIDIA Corporation, Walmart Inc, US Dollar Index Futures. Read 's Market Analysis on Investing.com ...