Nvidia Beat Earnings, Even as Bubble Concerns Mount. Should Investors Be Worried?

Nvidia Beat Earnings, Even as Bubble Concerns Mount. Should Investors Be Worried?

Nvidia predicts a “virtuous cycle” of AI spending. If you’re still concerned that the bubble’s going to pop in the artificial intelligence (AI) arena, you’ve not looked at Nvidia‘s (NVDA 3.15%) most recent quarterly earnings. The leading semiconductor company’s report for its fiscal 2026 third quarter landed on Wednesday and gave shareholders plenty of reasons…

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Unhedged

Transcript: Nvidia’s crazy day

This is an audio transcript of the Unhedged podcast episode: ‘Nvidia’s crazy day’ Katie Martin We’ve had quite the vibe shift in markets over the past few weeks from “la, la, la, everything is awesome” to “this is nuts, when’s the crash?” Riding to the rescue is chip’s mega monster Nvidia, which put out yet…

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Trump Says China Tariffs “Not Sustainable” Amid Ongoing Trade Tensions, Markets React — TradingView News

Bitcoin Tumbles 7% to $85K, Stocks Retreat as US Jobs Data Fails to Clarify Rate Outlook — TradingView News

Bitcoin tumbled 7% to about $85,000 on Friday as Asian markets opened weaker, with regional stocks joining a global sell-off after closely watched US jobs data failed to settle the debate on when the Federal Reserve might cut interest rates. Traders moved quickly to dump risk assets again even after Nvidia’s latest earnings impressed, suggesting…

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