How Nvidia Crushed Earnings And Calmed Fears Of An AI Market Bubble

Nvidia delivered a blockbuster earnings report that eased mounting fears of an AI-driven market bubble. The chipmaker posted $57.01 billion in Q3 revenue, beating Wall Street’s $54.92 billion estimate, with data center sales soaring to $51.2 billion.

CEO Jensen Huang said demand for next-generation Blackwell chips is “off the charts,” and cloud GPUs are already “sold out.” Nvidia now forecasts $65 billion in revenue for the current quarter, well above analyst expectations.

BREAKING: Nvidia, $NVDA, stock rises +5% after announcing record quarterly revenue of $57 billion.

That's +$205 BILLION of market cap on this move. pic.twitter.com/m0t1J3cKCT

— The Kobeissi Letter (@KobeissiLetter) November 19, 2025

The stock jumped 5% after hours, offering rare relief after weeks of AI-sector turbulence.

Major investors like Peter Thiel’s hedge fund had recently dumped Nvidia shares, while Michael Burry bought puts against the company, warning of an AI bubble.

Nvidia Leads Rise In Stock Futures As Chipmaker’s Blockbuster Earnings Ease AI Bubble Fearshttps://t.co/bynoY4WfG6 pic.twitter.com/qxcEvLCPQN

— Forbes (@Forbes) November 20, 2025

Nvidia’s strength also highlights how dependent the S&P 500 is on Big Tech. The “Magnificent Seven” stocks have powered 75% of the index’s gains since 2022, while Amazon, Alphabet, and Meta make up more than 40% of Nvidia’s sales.

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