“The market did not appreciate our incredible quarter,” Huang said.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

Company set to beat Wall Street expectations but analysts await projections for future demand for firm’s AI chips

As OpenAI and Big Tech powerhouses buy more and more Nvidia chips, annual revenue has gone from $27 billion in 2022 to a projected $208 billion this year.

Nvidia delivered record third-quarter sales and robust guidance, beating Wall Street estimates and reassuring investors worried about an AI bubble.

Analysts expect AI chip demand to remain strong

The world is undergoing three massive platform shifts at once, the CEO said, as the stock soared more than 6% in after-hours trading.

Strong revenue and “off-the-charts” GPU demand show Nvidia’s AI engine still roaring as CEO Jensen Huang delivers a beat-and-raise quarter

During Nvidia's quarterly earnings call, CEO Jensen Huang offered a three-pronged argument to suggest that AI isn't a bubble.

Regardless of what the AI industry might look like in the future, from investors' perspectives, Nvidia's earnings are clearly something to cheer for today.

CEO Jensen Huang sounded confident in the company's products and bullish on the company's outlook during a call with analysts.

The market is already 80% of the way to a full bubble, he said.

Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.

“The market did not appreciate our incredible quarter,” Huang said.

This week, volatility took hold of the AI trade as bubble fears continued and Nvidia’s blowout earnings failed to steady the market. Deirdre Bosa has the story.