Nvidia recently reported exceptionally strong quarterly earnings, significantly calming investor concerns about a potential AI bubble and sparking a rally in global tech stocks. The company announced on November 19 and 20, 2025, that its revenue for the three months ending in October surged by 62% year-on-year to $57 billion, primarily driven by robust demand for its AI data center chips, including its Blackwell AI systems and cloud GPUs. CEO Jensen Huang characterized sales as "off the charts" and predicted a "crazy good" fourth quarter, forecasting sales around $65 billion, which exceeds analyst expectations. Huang also emphasized that demand for Nvidia chips is "very different" from a bubble, citing $500 billion in bookings through 2026 and noting that major customers like Microsoft, Amazon, Alphabet (Google), and Meta Platforms are increasing their AI infrastructure spending. Nvidia is also expanding its global footprint, with a large data center project in Saudi Arabia featuring xAI as its first customer, and additional deals confirmed in the Middle East with Humain and G42, even as it navigates regulatory limits on exports to China. Meanwhile, Palantir Technologies, an AI-powered software company, is positioning itself as a potential next trillion-dollar company. As of November 2025, Palantir's market capitalization stands at approximately $400 billion, requiring a 145% stock increase to reach the $1 trillion mark. The company reported a 63% year-on-year revenue increase to $1.18 billion, leveraging platforms like Foundry for businesses and Gotham for government, supported by its Apollo distribution infrastructure. Despite Nvidia's strong performance, broader market anxieties persist regarding the sustainability of massive AI infrastructure spending. Fears about these capital expenditures are now extending to the bond market, as US tech giants, including Meta, Alphabet, and Oracle, borrow billions to fund their expansions. Meta, for instance, raised $30 billion in October. Investors are scrutinizing the return on investment for these outlays, with analysts observing that these tech firms are increasingly resembling manufacturers, dedicating 70% of their cash flow to capital spending. Amidst this, Pibit AI, a San Francisco-based company, secured $7 million in Series A funding on November 20, 2025, led by InsurTech Ventures. This investment will support the development of its Centralized Underwriting Risk (CURE) platform, which uses AI to modernize insurance underwriting by enhancing data analysis and risk identification.
Key Takeaways
- Nvidia reported Q3 revenue of $57 billion, a 62% year-on-year increase, driven by AI data center chips.
- Nvidia forecasts Q4 sales of $65 billion, exceeding analyst expectations and calming AI bubble fears.
- CEO Jensen Huang stated Nvidia has $500 billion in chip bookings through 2026, indicating strong long-term demand.
- Major tech companies like Microsoft, Amazon, Alphabet (Google), and Meta Platforms are increasing their AI infrastructure spending.
- Nvidia is undertaking a large data center project in Saudi Arabia with xAI and has deals with Humain and G42 in the Middle East.
- Palantir Technologies aims for a $1 trillion valuation, currently holding a market cap of around $400 billion as of November 2025.
- Palantir reported a 63% year-on-year revenue increase to $1.18 billion, utilizing its Foundry, Gotham, and Apollo platforms.
- Concerns about massive AI infrastructure spending are impacting the bond market, with Meta raising $30 billion in October for expansion.
- Investors are questioning the return on investment and sustainability of capital expenditure by tech giants, noting 70% of cash flow goes to capital spending.
- Pibit AI secured $7 million in Series A funding to develop its AI-powered Centralized Underwriting Risk (CURE) platform for insurance.
Nvidia's AI sales soar calming market fears
Nvidia reported strong quarterly earnings, easing investor worries about AI spending. Revenue for the three months to October rose 62% to $57 billion, mainly from AI data center chips. CEO Jensen Huang said sales for Blackwell AI systems and cloud GPUs were "off the charts." The company also announced a large data center project in Saudi Arabia with xAI. Despite regulatory limits on exports to China, Nvidia expects continued high demand for its AI chips.
Nvidia AI sales boom calms market worries
Nvidia announced strong quarterly results on November 20, 2025, with revenue jumping 62% to $57 billion for the three months to October. This surge was driven by high demand for its data center chips, especially its Blackwell AI systems and cloud GPUs. CEO Jensen Huang stated that sales were "off the charts" and dismissed concerns about an AI bubble. The company also revealed a large data center project in Saudi Arabia with xAI as its first customer. Nvidia expects fourth-quarter sales around $65 billion, further boosting investor confidence.
Nvidia revenue jumps 62 percent from AI demand
Nvidia reported impressive third-quarter results on November 19, 2025, with revenue increasing 62% year-on-year to $57 billion. This performance surpassed Wall Street expectations, driven by strong demand for its advanced Blackwell chips. CEO Jensen Huang stated that demand was "off the charts" and dismissed fears of an AI bubble. The company also forecast fourth-quarter sales of about $65 billion. Major customers like Microsoft, Amazon, Alphabet, and Meta Platforms plan to increase their AI infrastructure spending, showing continued confidence in the AI boom.
Nvidia forecast eases AI bubble worries
Nvidia's strong third-quarter earnings and fourth-quarter forecast helped calm investor fears about an AI bubble. CEO Jensen Huang stated that demand for Nvidia chips is "very different" from a bubble, with $500 billion in bookings through 2026. The company's third-quarter sales rose 62%, with data center revenue reaching $51.2 billion. Nvidia expects fourth-quarter sales of $65 billion, exceeding analyst estimates. However, some analysts remain concerned about the long-term sustainability of AI infrastructure spending and the company's concentrated customer base.
Nvidia CEO sees "crazy good" fourth quarter
Nvidia CEO Jensen Huang predicted a "crazy good" fourth quarter after the company reported stronger-than-expected third-quarter earnings. He stated that the company is in the early stages of a long-term build-out of AI infrastructure, with demand for its chips being "literally everywhere." Nvidia's third-quarter sales rose 62%, and it forecasts fourth-quarter sales of $65 billion, exceeding analyst expectations. This strong performance helped ease investor concerns about an AI bubble. Nvidia remains a dominant force in the AI market, with $500 billion in chip bookings through 2026.
Palantir aims for one trillion dollar valuation
Palantir Technologies, an AI-powered software company, is being considered as a potential next trillion-dollar company. As of November 2025, its market cap is around $400 billion, meaning its stock needs to rise 145% to reach $1 trillion. Palantir offers platforms like Foundry for businesses and Gotham for government, with Apollo as its distribution infrastructure. The company reported strong recent growth, including a 63% year-on-year revenue increase to $1.18 billion and significant deal closures.
Nvidia earnings boost stock and calm AI fears
Nvidia's third-quarter earnings report on November 19, 2025, showed strong performance, causing its stock to climb over 5%. CEO Jensen Huang stated that demand for Blackwell chips was "off the charts" and that overall demand is "very, very strong." The company forecast $65 billion in sales for the next quarter, helping to ease concerns about an AI bubble. While Nvidia aims to reengage with the Chinese market, its current forecast excludes revenue from that region. The company also confirmed deals in the Middle East with Humain and G42.
Nvidia earnings spark global tech stock rally
Global technology stocks rallied after Nvidia announced strong earnings, which helped calm concerns about an AI bubble. Asian markets opened higher following the positive news. Nvidia's performance bolstered confidence among investors who believe in the continued growth of artificial intelligence.
AI spending worries reach bond market
Fears about massive AI infrastructure spending are now affecting the bond market, following earlier jitters in tech stocks. US tech giants like Meta, Alphabet, and Oracle are borrowing billions to fund these expansions, with Meta raising $30 billion in October. However, investors are concerned about the return on investment and the sustainability of this capital expenditure. Man Group, a large hedge fund, warned that a "glut" of lower-quality AI companies might overwhelm markets. Analysts note that these tech firms are starting to resemble manufacturers, with 70% of their cash flow going into capital spending.
Pibit AI secures 7 million dollars for underwriting platform
Pibit AI, a San Francisco-based company, secured $7 million in Series A funding on November 20, 2025. This investment, led by InsurTech Ventures, will help develop its Centralized Underwriting Risk CURE platform. The CURE platform uses artificial intelligence to modernize insurance underwriting by analyzing data and identifying risks more quickly and accurately. Pibit AI plans to use the funds to grow its engineering and sales teams and expand its market reach. Several major insurance carriers are already testing the technology and seeing positive results.
Nvidia earnings and jobs report boost US stocks
US stocks rallied on Thursday, driven by two positive news items. Nvidia Corporation's stronger-than-expected quarterly earnings helped calm investor fears about an AI bubble. Additionally, a better-than-expected September jobs report eased worries about the economy. Chris Zaccarelli of Northlight Asset Management noted that these events addressed the market's biggest concerns. This jobs report is the last one before the Federal Reserve's December meeting, influencing expectations for interest rate decisions.
Analyst recommends buying Nvidia stock
Rosenblatt analyst Kevin Cassidy recommends investors keep buying Nvidia stock, raising his price target to $245. Nvidia's third-quarter revenue reached $57 billion, a 62% increase year-over-year, largely due to its Data Center segment. The company also forecast fourth-quarter revenue of $65 billion, exceeding analyst expectations. Cassidy noted that demand for AI infrastructure, including next-generation Blackwell Ultra GPUs, continues to be very strong, with cloud GPU capacity fully utilized. These results should ease investor concerns about an AI market bubble.
Sources
- Nvidia beats earnings forecasts amid Wall Street's AI jitters
- Nvidia shrugs off market jitters with roaring AI sales
- Nvidia says AI boom is still accelerating as revenues rise 62%
- Nvidia’s strong forecast calms AI bubble jitters, for now
- Nvidia CEO predicts 'crazy good' Q4 after strong earnings calm AI bubble fears
- Could Palantir Be the Next Artificial Intelligence (AI) Stock to Hit a Trillion-Dollar Valuation?
- Live: Analysis of Nvidia’s Third-Quarter Earnings
- Global tech stocks rally after Nvidia earnings bolster AI bulls
- AI capex spending fears spread to the bond market following tech jitters
- Pibit.AI lands a $7M Series A to build trusted AI for the next generation of underwriters
- US Stocks Rally as Nvidia Earnings Ease AI Bubble Worries
- Keep On Buying Shares of the AI Leader, Says Rosenblatt About Nvidia Stock
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