NVIDIA's Strong Earnings Report Dispels AI Bubble Fears Amid Circular Financing Concerns
Forbes· 2025-11-20 21:00
Core Insights - NVIDIA reported record revenue of $57 billion for the third quarter, exceeding Wall Street expectations and providing a positive forecast amid concerns about an AI bubble [2][3] - The company anticipates total revenue of approximately $203 billion for 2025, with the current quarter projected to reach $65 billion, reflecting a 65% year-over-year growth [3] - CEO Jensen Huang emphasized strong demand for AI chips and highlighted a sales pipeline worth half a trillion dollars for 2025 and 2026 [2][3] Financial Dynamics - NVIDIA's optimistic outlook includes expectations of around $500 billion in revenue potential from AI chips in 2025-2026, supported by significant investments in customer companies [7] - The company announced a potential investment of up to $100 billion in OpenAI, aimed at expanding data center capacity and ensuring a return flow to NVIDIA [8] - NVIDIA also invested $1 billion in Nokia to collaborate on AI-driven telecommunications and 6G technology, which may lead to further purchases of NVIDIA hardware [9] Investment Strategy - NVIDIA has engaged in over 50 venture capital deals in 2025, investing $23.7 billion in AI companies, with many recipients likely using funds to purchase NVIDIA chips [10] - Critics argue that this creates a circular financing dynamic, where NVIDIA's investments enable recipients to buy its chips, potentially masking underlying risks [11] Insider Activity - There has been a notable increase in insider stock sales at NVIDIA in 2025, with 258 trades totaling approximately -$221.8 million, coinciding with a 6.6% rise in stock price [12] - The uptick in insider selling may indicate executives sensing peak valuations, suggesting that investors should consider realizing gains and reducing exposure [12] Market Position - NVIDIA's growth is driven by AI's transformative potential, but the interplay of circular financing and insider selling raises questions about the sustainability of its rally [13] - Investors are encouraged to reassess their positions and consider trimming or diversifying their holdings as the market dynamics evolve [13]
Kidoz Inc. Announces Record Q3 Revenue of USD $3,666,521 (CAD $5,128,715) an Increase of 60% YoY
Accessnewswire· 2025-11-20 21:00
Kidoz delivers record results, reinvests in technologyto support scale up growth phase. VANCOUVER, BC / ACCESS Newswire / November 20, 2025 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), developer of the global AdTech platform delivering safe privacy-first, mobile gamer engagement at scale, announced today its unaudited condensed interim financial results for the quarter ended September 30, 2025. ...
Webull Reports Third Quarter 2025 Financial Results
Prnewswire· 2025-11-20 21:00
Accessibility StatementSkip Navigation Total revenues grew 55% year-over-year to $156.9 million, driven by user engagement and high-trading volumes Customer assets increased 84% year-over-year, primarily due to broad-based market recovery and continued strong net deposits Strong profitability performance while investing in geographic expansion, AI and new and enhanced product offerings ST. PETERSBURG, Fla., Nov. 20, 2025 /PRNewswire/ -- Webull Corporation (NASDAQ: BULL) ("Webull" or the "Company") today ...
Nvidia: Picks And Shovels Is No Longer The Way To Outperform The Market (NASDAQ:NVDA)
Seeking Alpha· 2025-11-20 20:58
Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of t ...
Nvidia: Picks And Shovels Is No Longer The Way To Outperform The Market
Seeking Alpha· 2025-11-20 20:58
Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of t ...
Bath & Body Works stock is plunging. What went wrong for the hand-soap and candle maker?
MarketWatch· 2025-11-20 20:52
Bath & Body Works' stock suffers historic plunge after a disappointing earnings report, with the new CEO outlining a series of missteps. ...
Deadline Approaching: Primo Brands Corporation (PRMB) Shareholders Who Lost Money Urged To Contact Law Offices of Howard G. Smith
Businesswire· 2025-11-20 20:50
Share Nov 20, 2025 3:50 PM Eastern Standard Time Deadline Approaching: Primo Brands Corporation (PRMB) Shareholders Who Lost Money Urged To Contact Law Offices of Howard G. Smith BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming January 12, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of Primo Brands Corporation ("Primo Brands†or the "Company†) (NYSE: PRMB) investors who purchased or otherwise acquired: (1) Primo Water Corporation ...
Agereh Announces Closing of Non-brokered Private Placement
Accessnewswire· 2025-11-20 20:50
EDMONTON, AB / ACCESS Newswire / November 20, 2025 / Agereh Technologies Inc. ("Agereh" or the "Company") (TSXV:AUTO)(OTCQB:CRBAF) is pleased to announce that it has closed its previously announced non-brokered private placement (see press release of November 5, 2025) by issuing 6,409,259 units of the Company ("Units") at a price of $0.0675 per Unit for aggregate gross proceeds of $432,624.98 (the "Offering"). Each Unit consists of one common share (each, a "Common Share") and one common share purchase warr ...
LRN INVESTORS: BFA Law Reminds Stride, Inc. Investors with Losses to Contact the Firm Before the Imminent January 12 Securities Class Action Deadline
Newsfile· 2025-11-20 20:46
LRN INVESTORS: BFA Law Reminds Stride, Inc. Investors with Losses to Contact the Firm Before the Imminent January 12 Securities Class Action DeadlineNovember 20, 2025 3:46 PM EST | Source: Bleichmar Fonti & AuldNew York, New York--(Newsfile Corp. - November 20, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Stride, Inc. (NYSE: LRN) and certain of the Company's senior executives for securities fraud after significant s ...
INSP INVESTORS: BFA Law Reminds Inspire Medical Systems, Inc. Investors with Losses to Contact the Firm Before the Imminent January 5 Securities Class Action Deadline
Newsfile· 2025-11-20 20:46
INSP INVESTORS: BFA Law Reminds Inspire Medical Systems, Inc. Investors with Losses to Contact the Firm Before the Imminent January 5 Securities Class Action DeadlineNovember 20, 2025 3:46 PM EST | Source: Bleichmar Fonti & AuldNew York, New York--(Newsfile Corp. - November 20, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Inspire Medical Systems, Inc. (NYSE: INSP) and certain of the Company's senior executives for s ...