Core Insights - Nvidia Corporation (NVDA) reported Q3 '26 earnings, providing relief to investors amid concerns over the "AI bubble" that has affected markets for three weeks [1] Company Performance - Nvidia's earnings report is seen as a pivotal moment for investor sentiment, indicating a potential stabilization in the technology sector following recent volatility [1] Market Reaction - The market's positive reaction to Nvidia's earnings suggests a renewed confidence in the company's performance and the broader technology landscape, particularly in relation to AI developments [1]

Nvidia (NVDA) took its detractors to task during the company's Q3 earnings call on Wednesday, with both CEO Jensen Huang and CFO Colette Kress launching broadsides against investor concerns related to an AI bubble. Huang didn't dance around the topic, immediately addressing it in his prepared statement and laying out why he believes Nvidia is uniquely positioned to continue leading the AI market. "There's been a lot of talk about an AI bubble," Huang began his remarks. "From our vantage point, we see som ...

On today’s Big Take podcast, @DavidGura and Bloomberg Tech anchor @EdLudlow discuss what Nvidia’s eye-popping earnings mean for chatter about an AI bubble and how the company plans to keep up with soaring global demand https://t.co/aajf9bwZXb https://t.co/y2W1Ihi73U ...

On today’s Big Take podcast @davidgura and @EdLudlow discuss what Nvidia’s eye-popping earnings mean for chatter about an AI bubble and how the company plans to keep up with soaring global demand.🎙️ Listen now: https://t.co/CDKZEjxWqv https://t.co/Yb2hT7Ay3Q ...

On today’s Big Take podcast @davidgura and @EdLudlow discuss what Nvidia’s eye-popping earnings mean for chatter about an AI bubble and how the company plans to keep up with soaring global demand. https://t.co/KQ5iPRvDlK ...

Nvidia (NVDA) released its fiscal Q3 2026 earnings yesterday, Nov. 19, after the markets closed. The company beat earnings hands down, not that the market expected anything else from the Jensen Huang-led company. Nvidia’s earnings came at a time when the rally in artificial intelligence (AI) stocks was getting tested. Michael Burry of “The Big Short” fame has become a flag bearer of sorts for the “AI bubble” narrative. During Nvidia’s Q3 earnings call, Huang began his commentary by addressing apprehension ...

分组1 - Nvidia reported strong earnings, beating estimates and providing bullish guidance for the fourth quarter, with a significant AI chip backlog projected to exceed $500 billion [3][13][27] - CEO Jensen Wong dismissed concerns about an AI bubble, stating that demand for Nvidia's products remains robust and supply constraints have been alleviated [20][24][60] - The stock market reacted positively to Nvidia's performance, with major indices like the Nasdaq Composite and S&P 500 showing substantial gains [4][8][12] 分组2 - Walmart also reported strong earnings, beating estimates and raising its sales and profit outlook, driven by a 27% increase in e-commerce sales [14][38][41] - The retail landscape is mixed, with Walmart performing well while competitors like Target and Home Depot faced challenges [46][55] - The economic outlook remains uncertain, with inflation pressures affecting low-income consumers, despite positive indicators from Walmart's performance [35][39][39] 分组3 - Analysts are optimistic about Nvidia's future, with over 30 firms raising their price targets following the earnings report, reflecting confidence in sustained AI demand [26][28][29] - The AI sector is becoming increasingly dominant in the market, with Nvidia's influence being compared to historical market themes like the railroads [60][63] - The Federal Reserve's potential interest rate cuts are being overshadowed by the excitement surrounding Nvidia and the AI trade, indicating a shift in market focus [64][65]

Did Federal Reserve Governor Lisa Cook and Chicago Fed President Austan Goolsbee compare notes ahead of their remarks today? Earlier today, Cook singled out "stocks" when talking about valuations. Now, her colleague at the central bank is warning that AI investment 'raises concerns' about a bubble. Of course, this is likely obvious to most traders -- who seem to have been shaken from complacency in the last few weeks, evidenced in part by the moves in the market.Coming up after the market close, we'll have ...

LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Jennifer Mattson Listen to this ArticleMore info 0:00 / 0:00 The gap between the richest and poorest Americans is widening in what Federal Reserve Chairman Jerome Powell has called a "bifurcated economy,†as the cost of living skyrockets from housing to food prices, but wages for most workers remain stagnant. Basically, high-income individuals are doing well, while lower- income consumers are struggling more and more. That situation has sparked discussions abo ...

Core Viewpoint - Michael Burry continues to express concerns about Nvidia and the AI sector, arguing that the current market may be experiencing a bubble despite Nvidia's strong earnings report and optimistic growth forecasts [1][2][8]. Company Performance - Nvidia reported record revenue and profit for the last quarter, leading to a 5% increase in stock price during premarket trading [2]. - The company's finance chief, Colette Kress, indicated visibility to $0.5 trillion in revenue from Blackwell and Rubin over 2025 and 2026, and projected $3 trillion to $4 trillion in annual AI infrastructure spending by 2030 [3]. Management's Perspective - CEO Jensen Huang dismissed concerns about an AI bubble, stating that the company sees a different reality [3]. - Kress emphasized the longevity of Nvidia's older chips due to the CUDA software, which allows older systems to run current applications effectively [3]. Investor Concerns - Burry criticized Nvidia's accounting practices, suggesting that the extended use of older chips does not equate to profitability, drawing parallels to airlines retaining old planes for capacity [4][5]. - He highlighted the inefficiency of older chips compared to newer models, implying that customers using them incur higher operational costs [4]. Market Dynamics - Burry pointed out the complex financial relationships between Nvidia and other AI companies, suggesting that true demand for AI products is limited and often reliant on dealer funding [6][9]. - He expressed skepticism about the sustainability of investments in the AI sector, comparing it to the dot-com bubble and warning of potential overinvestment [9]. Stock Buybacks and Compensation - Burry noted that Nvidia has repurchased nearly $113 billion in stock since 2018, yet the number of shares outstanding has increased by 47 million, raising concerns about stock-based compensation diluting owner earnings [7].