nvidia, google and microsoft Updates

The artificial intelligence sector continues to be a focal point in the tech and financial worlds, with Nvidia reporting exceptionally strong quarterly results amidst ongoing market discussions about an 'AI bubble.' On November 20, 2025, Nvidia announced its revenue surged by 62% to $57 billion, primarily driven by its data center chips. The company also provided an optimistic fourth-quarter sales forecast of $65 billion, which led to a 4% increase in its shares. CEO Jensen Huang confirmed that Blackwell AI systems and cloud GPUs are selling out rapidly, although CFO Colette Kress noted that US export limits to China are impacting demand. Nvidia is also expanding its reach, partnering with Elon Musk's xAI for a Saudi data center, and the US has approved sales of 70,000 advanced AI chips to Saudi Arabia and the UAE. Despite Nvidia's robust performance, US stock markets, including the Dow, Nasdaq, and S&P 500, closed lower on a volatile day. Experts like James Knightley from ING pointed to market uncertainty stemming from the Federal Reserve's stance and delayed economic data. While some analysts, such as Nancy Tengler and Mark Malek, dismissed fears of an AI bubble, citing strong corporate earnings, others expressed concern over high valuations for companies like Nvidia, reflected in negative market sentiment. Beyond the direct chip manufacturers, other critical players are shaping the AI landscape. Goldman Sachs partner John Flood suggests that Oracle's credit default swap prices, which have tripled, offer a more telling indicator of AI market risks and trends than Nvidia's stock performance. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) remains a crucial, often overlooked, component of the AI infrastructure boom, manufacturing chips for major tech giants including Nvidia, Alphabet (Google), and Microsoft. Nvidia CEO Jensen Huang confirmed that the first wafer of their advanced Blackwell chip architecture was produced at TSMC, highlighting the foundry's importance. TSMC is also investing in new facilities globally to address geopolitical concerns. In a broader context, the energy demands of AI data centers are bringing new investment opportunities to light. Lithium, traditionally associated with electric vehicles, is now seen as vital for powering these energy-intensive facilities through large battery energy storage systems (BESS). Companies like Fluence and Eos Energy Enterprises are scaling up these systems, indicating that significant lithium contracts will be necessary for every new AI data center. Furthermore, a survey by Broadridge Financial Solutions and the Money Management Institute on November 21, 2025, revealed that 61% of asset and wealth management firms now prioritize AI as a top strategic goal, up from 38% last year, with nearly all respondents expecting AI to positively impact the industry and boost employee productivity. Industry leaders like Jensen Huang of Nvidia and Lisa Su of AMD continue to advocate for investing in core AI companies with strong fundamentals, emphasizing that advancements like Nvidia's CUDA software extend the life and value of GPU chips, positioning AI as a long-term investment driving significant productivity gains.

Key Takeaways

• Nvidia reported third-quarter revenue of $57 billion, a 62% increase, primarily from data center chips, and forecasted $65 billion for the fourth quarter.
• Nvidia's Blackwell AI systems and cloud GPUs are selling out, though US export limits to China are affecting demand.
• Nvidia partnered with Elon Musk's xAI for a Saudi data center, and the US approved sales of 70,000 advanced AI chips to Saudi Arabia and the UAE.
• Goldman Sachs' John Flood suggests watching Oracle's credit default swap prices as a key indicator for AI market risks and trends, rather than Nvidia.
• Taiwan Semiconductor Manufacturing (TSMC) is a crucial chip manufacturer for Nvidia, Alphabet (Google), and Microsoft, producing Nvidia's advanced Blackwell chip architecture.
• Concerns about an 'AI bubble' persist, causing some high-quality AI stocks to drop, despite strong corporate earnings from companies like Nvidia.
• Lithium is emerging as a critical investment opportunity for powering energy-intensive AI data centers through large battery energy storage systems (BESS).
• A Broadridge survey found that 61% of asset and wealth management firms now consider AI a top strategic priority, up from 38% last year.
• Experts advise focusing on real AI companies with strong fundamentals, such as Nvidia and AMD, trusting their management teams for long-term investment.
• US stocks closed lower despite Nvidia's strong earnings, with market uncertainty attributed to the Fed's stance, interest rates, and labor market concerns.

Oracle credit swaps show AI market trends

John Flood from Goldman Sachs suggests watching Oracle (ORCL) for AI market trends instead of Nvidia (NVDA). He says to look at Oracle's credit default swap prices, which have tripled. These swaps show how risky or promising the AI market is. Flood believes these prices will offer important insights into the future of the AI trade.

Oracle credit swaps signal AI market risks

Goldman Sachs partner John Flood advises watching Oracle (ORCL) instead of Nvidia (NVDA) for AI market signals. He highlights Oracle's credit default swaps as a key indicator for AI risk. Skeptics are concerned about large tech companies' debt and data center spending. Analysts believe recent market sell-offs are due to profit-taking, not widespread panic.

Nvidia AI sales soar despite market worries

Nvidia announced strong quarterly results on November 20 2025, with revenue jumping 62% to $57 billion, mainly from its data center chips. Its fourth-quarter sales forecast of $65 billion also exceeded expectations, boosting shares by 4%. CEO Jensen Huang stated that Blackwell AI systems and cloud GPUs are selling out. CFO Colette Kress mentioned that US export limits to China are affecting demand. Nvidia also partnered with Elon Musk's xAI for a Saudi data center, and the US approved sales of 70,000 advanced AI chips to Saudi Arabia and the UAE.

US stocks fall despite strong Nvidia earnings

US stocks, including the Dow, Nasdaq, and S&P 500, closed lower after a volatile day. This happened despite strong earnings from AI chip giant Nvidia and a discount retailer. Experts like James Knightley from ING noted market uncertainty due to the Fed's stance and delayed economic data. Nancy Tengler and Mark Malek dismissed AI bubble fears, highlighting strong corporate earnings, with Nvidia's results exceeding expectations. Bret Kenwell from eToro pointed to uncertainties about interest rates and the labor market as key concerns.

TSMC powers AI boom as overlooked chip stock

While Nvidia, AMD, and Broadcom get much attention, Taiwan Semiconductor Manufacturing (TSMC) is a crucial, often overlooked, player in the AI infrastructure boom. TSMC manufactures chips for major tech companies like Nvidia, Alphabet, and Microsoft. The company is investing in new facilities in Arizona, Germany, and Japan to address geopolitical concerns and reshoring efforts. Nvidia CEO Jensen Huang confirmed that the first wafer of their advanced Blackwell chip architecture was produced at TSMC. Analysts believe TSMC is well-positioned to benefit from the growing demand for AI chips.

Broadridge survey shows AI is top priority for finance

A new survey by Broadridge Financial Solutions (NYSE: BR) and the Money Management Institute (MMI) on November 21 2025 shows that asset and wealth management firms are making AI a high priority. Sixty-one percent of firms now see AI as a top strategic goal, up from 38% last year. Almost all respondents believe AI will positively impact the industry and improve employee productivity. The survey also found strong growth expected in active ETFs, private markets, and separately managed accounts, reflecting investor demand for flexible and diversified options.

Lithium powers AI's future beyond electric cars

The next big AI investment opportunity might be lithium, not just chips or algorithms. While lithium was once tied to electric vehicles, it is now crucial for powering energy-hungry AI data centers. These centers need constant, uninterrupted power, leading to a demand for large battery energy storage systems (BESS). Companies like Fluence and Eos Energy Enterprises are scaling up these systems. This means every new AI data center will require significant lithium contracts, making lithium demand a major AI energy infrastructure trend.

Nvidia faces AI bubble concerns

Many people are discussing an "AI bubble" recently, causing some high-quality AI stocks to drop. Market sentiment has become very negative, as shown by the Fear and Greed Index. This suggests investors are worried about the high valuations of companies like Nvidia (NASDAQ:NVDA) in the artificial intelligence sector.

Invest in real AI companies avoid speculative risks

Investors should focus on real AI companies with strong fundamentals and avoid speculative ones. While some worry about high valuations in the AI market, companies like Nvidia and Broadcom are driving the fourth industrial revolution. Jim Cramer and other experts advise trusting the management teams of these core AI players, such as Jensen Huang of Nvidia and Lisa Su of AMD. They argue that advancements like Nvidia's CUDA software extend the life of GPU chips, making them valuable longer than some analysts predict. These leaders believe AI will lead to significant productivity gains and is a long-term investment.

Sources

• Oracle is the AI Trade bellwether to watch now -- but not the stock price
• Oracle is the AI Trade bellwether to watch now -- but not the stock price (ORCL:NYSE)
• Nvidia shrugs off market jitters with roaring AI sales
• Why were stocks down today? What to know as Dow gives up 700-point gain
• This Is the Most Overlooked Semiconductor Stock Powering the Artificial Intelligence (AI) Infrastructure Boom
• Broadridge (NYSE: BR) survey finds 61% make AI a high priority as active ETFs lead growth
• The Next Great AI Trade Hiding in Plain Sight
• Nvidia: Everyone Knows There's A Bubble (NASDAQ:NVDA)
• Here is the real side of the AI trade to invest in and the speculative side to avoid