nvidia, palantir and google Updates

NVIDIA recently announced a stellar third quarter for fiscal year 2026, reporting record revenue of $57 billion, a 25% increase from the previous quarter and a 62% jump year-over-year. The company's net income soared by 65% to $31.91 billion. CEO Jensen Huang highlighted that sales of the Blackwell GPU are "off the charts" and cloud GPUs are completely sold out, underscoring the robust demand for AI chips. The data center segment was a primary driver, generating $51.2 billion, a 66% increase from a year ago. NVIDIA anticipates another record-breaking quarter, forecasting $65 billion in revenue for Q4, a positive outlook that has helped calm investor fears about a potential AI stock bubble and boosted global technology shares. Despite this, some analysts still caution about the long-term sustainability of the current spending boom, and a recent market dip saw AI stocks like Palantir Technologies, Broadcom, and Micron Technology experience significant losses.Beyond NVIDIA's impressive performance, the broader artificial intelligence sector continues to attract substantial investment, with global AI investment reaching $252 billion in 2024. Companies such as Google, Meta, and OpenAI are at the forefront of developing large-scale AI models. The rapid expansion of AI workloads is dramatically increasing electricity demand, with data centers potentially tripling their power needs by 2030. This surge is driving significant investment in power and grid infrastructure, with global grid investment expected to hit $500 billion in 2026. Companies like Oklo Inc., with its "Aurora" fission powerhouses, are seen as potential solutions for this growing 24/7 power requirement.The U.S.-Saudi Investment Forum, held on November 19, 2025, at the Kennedy Center, saw Saudi Arabia pledge to invest $1 trillion with U.S. companies to establish itself as a major AI data hub. Attendees included President Donald Trump, Saudi Crown Prince Mohammed bin Salman, Elon Musk, and NVIDIA CEO Jensen Huang, who reiterated that NVIDIA's Blackwell chip currently faces no competitors. Meanwhile, other companies are navigating their own AI journeys; Mueller Water Products, for instance, is facing challenges and new risks as it integrates AI into its operations. In Japan, HelloBoss, an AI-powered recruitment platform, secured Series A funding, with international media group Bertelsmann making its first strategic investment in the country, bringing total funding to $15 million to expand its global hiring platform and enhance its AI technology.

Key Takeaways

• NVIDIA reported record Q3 fiscal 2026 revenue of $57 billion, a 62% year-over-year increase, with net income soaring 65% to $31.91 billion.
• NVIDIA's CEO Jensen Huang stated that Blackwell GPU sales are "off the charts" and cloud GPUs are sold out, indicating strong AI chip demand.
• The data center division was NVIDIA's largest earner, bringing in $51.2 billion, a 66% increase from the previous year.
• NVIDIA forecasts $65 billion in revenue for Q4 fiscal 2026, easing concerns about an AI bubble and boosting global tech stocks.
• Global AI investment reached $252 billion in 2024, with Google, Meta, and OpenAI leading in large-scale AI model development.
• AI workloads are projected to triple data center electricity demand by 2030, driving significant investment in power infrastructure, including solutions from companies like Oklo Inc.
• Saudi Arabia pledged to invest $1 trillion with U.S. companies to become a major AI data hub during the U.S.-Saudi Investment Forum on November 19, 2025.
• NVIDIA's Jensen Huang confirmed the Blackwell chip currently has no competitors.
• HelloBoss, an AI-powered recruitment platform, secured $15 million in Series A funding, including Bertelsmann's first strategic investment in Japan.
• Despite strong individual company performance, AI stocks, including Palantir Technologies, experienced significant losses in a recent market downturn, raising concerns about high valuations.

NVIDIA Reports Record Earnings From Strong AI Chip Sales

NVIDIA announced record Q3 earnings with $57 billion in revenue, a 25% increase from the previous quarter. CEO Jensen Huang stated that Blackwell sales are "off the charts" and cloud GPUs are sold out, showing huge AI demand. The data center segment was the biggest earner at $51.2 billion, growing 66% year over year. NVIDIA expects another record quarter, forecasting $65 billion in revenue for Q4.

Nvidia Exceeds Q3 Expectations With High AI Chip Demand

Nvidia reported better-than-expected Q3 fiscal 2026 earnings, with revenue reaching $57.01 billion and net income soaring 65% to $31.91 billion. CEO Jensen Huang noted that Blackwell GPU sales are "off the charts" and cloud GPUs are sold out, highlighting strong demand for AI chips. The data center division led sales with $51.2 billion. Nvidia also expects around $65 billion in revenue for the fourth quarter.

Nvidia's Record Quarter Shows AI Boom Continues

Nvidia reported another record-breaking quarter, beating Wall Street's estimates with $57 billion in revenue and $1.30 earnings per share. CEO Jensen Huang stated that Blackwell sales are "off the charts" and cloud GPUs are sold out, confirming strong AI demand. Data center sales reached $51.2 billion, a 66% increase from a year ago. Despite a slower growth rate compared to previous years, the company's performance and outlook ease fears of an AI bubble.

Nvidia's Strong Q3 Results Ease AI Bubble Concerns

Nvidia's Q3 fiscal 2026 results surpassed expectations, with revenue soaring 62% year over year to $57.01 billion and adjusted earnings per share up 60% to $1.30. The company's strong Q4 guidance also exceeded analyst estimates, boosting investor confidence. CEO Jensen Huang confirmed that Blackwell sales are "off the charts" and cloud GPUs are sold out, showing robust demand for AI. These strong results help calm concerns about a potential AI stock bubble.

NVIDIA Achieves Record $57 Billion Revenue in Q3

NVIDIA announced record Q3 fiscal year 2026 financial results, bringing in $57 billion in revenue. The company projects an even larger $65 billion for Q4 fiscal year 2026. CEO Jensen Huang stated that demand for Blackwell AI systems is at a "record-level" and sales are "off the charts." Cloud GPUs are also completely sold out, indicating strong market demand.

Investors Guide to Key AI Trends and Opportunities

Artificial intelligence is changing the global economy, offering big opportunities for investors. Google, Meta, and OpenAI lead in developing large-scale AI models. Global AI investment reached $252 billion in 2024, showing renewed interest. AI workloads are rapidly increasing electricity demand, with data centers possibly tripling their power needs by 2030. Data center real estate investment trusts, or REITs, performed very well in 2024, surging 25.2%.

Investing in AI and Power Infrastructure for Future Growth

Transformational innovation, especially in artificial intelligence, is a key driver for market returns. The AI ecosystem includes enabling technologies like semiconductors, intelligence layers with software and algorithms, and application layers for end-user products. Rapid AI growth is also increasing US electricity demand, with data centers potentially using 9% of total US electricity by 2035. This drives significant investment in power and grid infrastructure, with global grid investment expected to reach $500 billion in 2026.

Nvidia Sales Boost Markets Calm AI Bubble Fears

Global stock markets rose after Nvidia announced impressive earnings, calming fears about an "AI bubble." Nvidia reported a huge 265% increase in fourth-quarter revenue, much higher than expected. The company also gave a positive outlook for the current quarter, showing continued strong demand for its AI chips. This strong performance helped improve investor confidence and lifted other technology stocks and major market indexes.

Nvidia's AI Boom Drives Global Tech Stock Rally

Global technology shares surged after Nvidia's impressive quarterly results confirmed strong demand for AI hardware. Nvidia's stock jumped 14% in premarket trading, adding about $243 billion to its market value. The company's forecast for current-quarter revenue also surpassed Wall Street's expectations. This positive news boosted the entire tech sector, though some analysts still warn about a potential AI bubble and question the long-term sustainability of the current spending boom.

US Saudi Forum Discusses AI Investment and Future

The U.S.-Saudi Investment Forum took place at the Kennedy Center on November 19, 2025, with President Donald Trump, Saudi Crown Prince Mohammed bin Salman, Elon Musk, and Nvidia CEO Jensen Huang attending. Saudi Arabia pledged to invest $1 trillion with U.S. companies to become a major AI data hub. Trump highlighted AI's role in market gains, while Musk predicted AI and robots would end poverty. Jensen Huang confirmed Nvidia's Blackwell chip currently has no competitors.

Nvidia CEO Addresses AI Bubble Fears After Record Sales

Nvidia CEO Jensen Huang addressed concerns about an AI bubble after the company reported record quarterly sales of $57 billion and nearly $32 billion in profit. While Nvidia's stock rose 5% after earnings, it had recently fallen 10%. Huang stated that Nvidia's investments in AI companies like OpenAI are for deeper technical partnerships and future growth, not a bubble. The company expects $65 billion in sales for the current quarter, though its growth rate is projected to slow.

Mueller Water Products Faces Challenges Integrating AI

Mueller Water Products, or MWA, reported new risks as it starts to use artificial intelligence in its business. The company faces challenges like strong competition and new rules while trying to use AI for new ideas and better efficiency. Successfully adding AI tools is very important for Mueller Water Products to stay competitive in the water infrastructure market. Wall Street currently gives MWA stock a "Hold" rating.

Nvidia Earnings Show Strong AI Demand Continues

Nvidia's latest earnings call shows the artificial intelligence boom still has strong momentum, according to Bank of America. Analyst Vivek Arya called Nvidia a "top sector pick" as AI demand grows. Key points from the call include "off the charts" Blackwell sales, sold-out cloud GPUs, and strong adoption of new products like Blackwell Ultra. Nvidia also expects to keep high gross margins and expand its per-system content for future chips.

Bertelsmann Invests in Japan's AI Recruitment Platform HelloBoss

HelloBoss, a leading AI-powered recruitment platform from Tokyo-based startup NGA, secured Series A funding. International media group Bertelsmann made its first strategic investment in Japan, joining existing investors to bring total funding to $15 million. This investment will help HelloBoss expand its global hiring platform, improve its AI technology, and grow across Asia and beyond. The company plans to launch a new AI agent to make hiring more personal for job seekers and employers.

Oklo Stock Rises as Nvidia Earnings Highlight AI Energy Needs

Oklo Inc shares are trading flat after a recent correction, as the market reacts to Nvidia's strong earnings. Nvidia reported $57.01 billion in revenue, with its data center revenue jumping 56% year over year. This highlights the huge electricity demand for advanced AI, which current renewable sources cannot fully meet. Oklo's "Aurora" fission powerhouses are seen as a solution for this 24/7 power need. Investors are betting on Oklo's potential to provide clean, reliable energy for the growing AI sector.

AI Stocks Fall Heavily Leading Dow Jones Drop

The Dow Jones Industrial Average fell nearly 400 points, and the S&P 500 and Nasdaq composite also closed much lower on Thursday. This drop was mainly due to big losses in artificial intelligence stocks. Companies like Nvidia, Broadcom, Micron Technology, Palantir Technologies, and Sandisk all saw their shares tumble. Investors are becoming concerned about the high prices of these AI stocks.

Sources

• NVIDIA Smashes Earnings On Surging Blackwell Sales Amid AI Boom
• Nvidia sees better-than-expected earnings in Q3 on 'off the charts' AI chip demand
• Nvidia just confirmed the AI trade remains in its early innings
• Nvidia Stock in an AI Bubble? The AI Giant's Fantastic Q3 Results and Guidance Should Put That Concern to Rest
• NVIDIA Q3 2025 results: $57 billion revenue, Blackwell AI GPU sales are 'off the charts'
• 4 Things Investors Need to Know About AI
• Invest in transformational innovation
• Stock markets stage cautious recovery as blockbuster Nvidia sales stifle AI bubble fears
• Global tech shares surge as Nvidia's AI boom powers market rally
• 'Yes, it is an ambitious, crazy thing': Scenes from the Kennedy Center's Saudi-U.S. AI mind-meld, with Trump, MBS, Musk and Huang
• Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical
• Mueller Water Products Navigates AI Integration Challenges Amidst Competitive and Regulatory Pressures
• Perhaps the AI trade is not yet dead. Here are 5 key comments from the Nvidia call By Investing.com
• Bertelsmann Makes First-ever Japan Investment in AI Recruitment Platform HelloBoss, Fueling the Launch of Its Next-gen AI Agent
• What's Going On With Oklo Stock As Nvidia Earnings Fuel AI Energy Optimism?
• Dow Jones Dives 386 Points As AI Stocks Nvidia, Micron, Palantir Suffer Heavy Losses