US EditionNvidia Earnings Takeaways: Bubble Talk, 'Half a Trillion' Forecast and China Orders
Nvidia's fiscal third-quarter revenue rose 62% year over year to $57 billion, driven by strong data-center demand and CEO Huang's reassurance on AI bubble fears.
- On Thursday, Nvidia shares rose after the AI chip designer posted another blowout quarter and offered upbeat guidance, boosting the stock market.
- Data-Center demand for Blackwell-based systems powered Nvidia's results, and management said continued compounding AI demand supports a bullish long-term thesis.
- With roughly $65 billion in guidance, management forecasts mid-teens sequential growth while the company trades at about 46 times earnings, a steep premium that raises risk.
- Investors are advised to keep positions small given the stock's high valuation of about 46 times earnings and likely volatile trading, though some observers find the business attractive.
- Huang warned that `Nobody in history has ever lost $500 billion in a few weeks,' emphasizing market swings Thursday during his remarks on AI fears.
13 Articles
13 Articles
Wall Street’s Worried About an AI Bubble. Nvidia Just Delivered an Answer
Nvidia’s earnings calmed fears of an AI bubble, but it isn’t out of the woods yet. On today’s Big Take podcast we look at the challenges the company faces as it races to keep up with global demand.
Nvidia Stock Jumped on Staggering Growth and CEO Jensen Huang's Bullish Comments. Is the Stock a Buy?
Key PointsNvidia shares climbed after the company reported another record quarter and guided for strong sequential growth.Third-quarter revenue and data center sales both grew more than 60% year over year.10 stocks we like better than Nvidia › Shares of Nvidia (NASDAQ: NVDA) rose as much as 5.1% on Thursday after the AI (artificial intelligence) chip designer posted another blowout quarter and offered upbeat guidance. Investors also seemed encou…
The tension on Wall Street is palpable in the environment. If you have followed a little bit of news, you will know that, during the week, analysts and experts have wondered if the fever for artificial intelligence was about to explode as it has so many times happened before. The fall of several technologies, coupled with the multi-million dollar withdrawal of some big investors, has shown that, at least, something is changing. All the looks hav…
Nvidia CEO Jensen Huang breaks silence on biggest fear surrounding AI bubble
Nvidia president and CEO Jensen Huang pushed back against fears of an AI bubble on the company's blowout earnings call on Wednesday. He highlighted Nvidia's role at the center of transformative shifts, like generative and agentic AI. Huang said that AI is fueling three transformative shifts that Nvidia is uniquely poised to capitalize on.
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