For much of the past two years the dominant question in AI has been how big the opportunity is. More recently, attention has turned to what could go wrong. Through the second half of 2025, warnings about an AI bubble grew harder to ignore, with sharp market swings, eye-watering valuations, and circular investments sparking comparisons to the dot-com bust. Yet the sums pouring into the sector keep growing. That leaves investors in an uneasy position. AI is too important and fast-moving to ignore – but if ...

[music] [music] Hello and welcome to Asking for a Trend. I'm Josh Lipton and today it's all about Nvidia, the tech giant just releasing its third quarter results. For more analyst reaction, let's get right to Stacy Rason, managing director and senior analyst at Bernstein.Stacy, always great to see you. So, Nvidia just reporting, at least initially here, investors like what they they're hearing. Station, we're popping about 3% in the after hours, but what do you make of the report, Stacy.>> Look, we we'll se ...

Key Takeaways AI expects Q1 revenue of $70.2M-$70.4M, down 19% year over year and well below prior guidance.Non-GAAP Q1 operating loss is estimated to be $57.7M-$57.9M, reflecting deepening financial strain.AI's partner-driven strategy shows promise, with 73% of Q4 deals involving channel partners.C3.ai, Inc. (AI) is scheduled to report its first-quarter of fiscal 2026 results on Sept. 3, after the closing bell.In the last reported quarter, C3.ai’s top and bottom lines surpassed the Zacks Consensus Estimate ...