• Police seek suspects in deadly birthday party shooting
  • Lawmakers launch inquires into U.S. boat strike
  • Nov. 29, 2025, 10:07 PM EST / Updated Nov. 30, 2025,…
  • Mark Kelly says troops ‘can tell’ what orders…

Be that!

contact@bethat.ne.com

 

Be That ! Menu   ≡ ╳
  • Home
  • Travel
  • Culture
  • Lifestyle
  • Sport
  • Contact Us
  • Politics Politics
☰

Be that!

Nvidia reports better-than-expected earnings as fears mount over AI bubble 

admin - Latest News - November 20, 2025
admin
14 views 15 secs 0 Comments



Nvidia beat expected earnings and revenue by more than $2 billion. NBC News’ Brian Cheung details why this matters and the impact it’s having on the markets. 



Source link

TAGS:
PREVIOUS
Nov. 19, 2025, 10:44 AM EST / Updated Nov. 19, 2025, 4:46 PM ESTBy Rob WileComputer-chip giant Nvidia reported earnings and revenue Wednesday that beat Wall Street estimates, a signal to investors that the artificial intelligence boom that has fueled 2025’s record U.S. stock market gains and backstopped the economy writ-large likely has more room to run. Sales of its trademark Blackwell AI chips “are off the charts,” while another set of key computer processing units “are sold out,” Jensen Huang, founder and CEO of NVIDIA, said in a statement.Shares of the world’s most valuable company were up approximately 3% in after-hours trading. Nvidia’s chips have been the catalysts for a massive build-out of data centers that have supplied a backbone to the U.S. economy amid slowdowns elsewhere. More money is flowing into building data centers than all other manufacturing facility types combined, according to the research group S&P Global.Until recently, that spending has also powered major stock indexes to record highs. Lately, however, stocks have shown signs of wobbling lately. The declines in share prices — led by tech companies — have sparked debates about whether AI-driven gains are beginning to slow. This raises a bigger question: how the broader economy will perform if it no longer benefits from all the wealth the AI boom is creating. Wall Street woes: Is the AI bubble starting to burst?02:17The U.S. economy has become “highly dependent upon three basic elements: continued consumption amongst the affluent, AI investments, and asset appreciation,” Bill Mann, chief investment strategist at Motley Fool Asset Management, said in a statement Wednesday.“The market downdraft, led by the recent high-flying tech companies, is a recognition that the expectations for AI returns may be overly optimistic,” he said.Huang said last month that his company had $500 billion in orders for its chips, for 2025 and 2026 combined.“This is how much business is on the books. Half a trillion dollars’ worth so far,” Huang said at a conference in Washington, D.C.Alongside broader concerns about the state of the U.S. economy, stock market momentum has been tripped up by worries about circular dealing among AI’s biggest players. This means the same money is being passed back and forth between several companies — even as each company’s individual value climbs.Nvidia is a fixture in the kinds of deals that are raising concerns. It recently announced a commitment alongside Microsoft to fund AI software provider Anthropic with $10 billion. Nvidia CEO Jensen Huang during the Live Keynote Pregame of the Nvidia GPU Technology Conference in Washington, D.C., on Oct. 28.Jim Watson / AFP – Getty Images fileThis kind of big collaboration news would typically boost the stock prices of all the companies involved. But neither Nvidia’s nor Microsoft’s stock got a boost from the Anthropic announcement.Analysts with Deutsche Bank said this is a sign of the ongoing investor wariness about deals like this.“It goes to show how sentiment has turned more negative in the last few weeks, with the circular AI deals being treated with increasing caution as the conversation around a potential bubble has gathered pace,” they wrote in a note published Wednesday. The question now is whether the latest market hiccups represent a temporary pullback or the onset of a more permanent state of affairs. Most experts are cautiously optimistic that the market will continue to climb. “We think the investment boom has room to run,” Goldman Sachs researchers wrote in a note published Wednesday, adding that the economy writ large has remained resilient, something that should provide ongoing support to stock returns. Stock “valuations are certainly stretched, yet they remain below the extremes of the dot-com era,” Seema Shah, chief strategist at Principal Asset Management, wrote in a note published last week. What’s more, many firms’ high stock prices are justified by still-solid earnings growth and robust revenue prospects, she wrote. Still, “some investor skepticism about the likely return on that investment is healthy, particularly when it is impossible to quantify the scale of productivity improvement to expect,” she wrote. Rob WileRob Wile is a Pulitzer Prize-winning journalist covering breaking business stories for NBCNews.com.
NEXT
Americans opt for train travel this holiday season
Related Post
November 23, 2025
Mamdani reacts to ‘chummy’ meeting with Trump
November 9, 2025
Nov. 9, 2025, 9:00 AM ESTBy Juhi Doshi“Wicked: For Good” director Jon M. Chu has built his career on turning stories about outsiders into celebrations of belonging. But in an interview with “Meet the Press” that aired Sunday, the filmmaker opened up about following his own yellow brick road: one marked by rejection and resilience.“My whole life, I’ve been trying to prove myself, that I can be here, that I can be in this business,” Chu told “Meet the Press” moderator Kristen Welker. “And I think I was always searching for that kind of validation. But through the process of making movies and doing it over — and I had a whole long career before ever doing ‘Wicked’ — I think I got killed many times.”“Wicked: For Good,” the second chapter in his adaptation of the hit Broadway musical, will hit theaters on Nov. 21. It is loosely based on Gregory Maguire’s 1995 novel — a creative reimagining of “The Wizard of Oz.” The new film is produced by Universal Pictures, part of NBCUniversal.“Wicked,” which Chu also directed, is the most profitable Broadway film adaptation of all time and was nominated for 10 Oscars, of which it won two.Chu says he found that lesson of authenticity reflected in his film’s two main characters — Elphaba and Glinda — and in the actors who played them, Cynthia Erivo and Ariana Grande.Glinda, played by Grande, and Elphaba, played by Erivo, form an unlikely friendship, each challenging the other to view life from a new perspective and defy the expectations their world pins onto them.“I learned so much from Elphaba and Glinda and from Cynthia and Ariana,” he said. “I think I’ve gotten to let go of that idea of proving yourself.”When Chu was just 23, fresh out of the University of Southern California’s film school, he landed two movie deals. Both collapsed before production began.“There were days where I was like, ‘Am I a fool?’ … I would go into USC — they asked me to speak at USC, because this is the guy that just came out of college and got his deal … and I sit in the loading dock, and I’m watching all these kids excited about making a movie. And I feel like nothing. I feel like — and I just started to weep. It was probably the first time I cried in 20 years or something at that point. I was like, ‘These people think I’m a complete fake.’”Years later, after gaining experience and completing a variety of film projects such as “Step Up 2” and “Now You See Me 2,” Chu found a story that changed the trajectory of his career and became a watershed moment for Asian American representation on screen: “Crazy Rich Asians.”“‘Crazy Rich Asians’ was great, because it cracked the door open or showed a path for the other people who needed to invest money in this. I’m not sure if it was for us,” he said. “I think it was for everyone else to say, ‘Oh, these actors have value.’”“Crazy Rich Asians” was the first major Hollywood studio film to feature a majority-Asian cast in 25 years and was the highest-grossing romantic comedy of the decade. Chu says he sees his film as an “avenue” for other Asian American filmmakers to share aspects of their own experience: “Let’s own our stories and tell every version of our story we could.”However, Chu said that more representation “takes time.”“I think we have to be careful to expect too big of a change too quickly,” he said. “Of course we want that, but to change culture, it takes time. You cannot force people to do that.”Chu also says he remains deeply committed to the movie theater experience, despite the growth of streaming.“I think movies are one of our last analog spaces. It’s a space that we have to protect,” Chu said. “You have to make a choice to go in. You have to leave your phone … and then you have to just sit back in the dark and watch something for two hours through someone else’s perspective. That is maybe one of the last spaces we have to do that. It is a part of our culture.”And that, he says, is what “Wicked” is all about.“Even though it’s a fantasy, even though it’s a fairy tale, it’s our access into a human experience. What does it feel like when you believe so deeply, when you love so deeply, when you sacrifice everything? That we still have the capacity to do that,” Chu said. “It’s what my parents taught me. It’s what America has taught me.”Juhi DoshiJuhi Doshi is an associate producer with NBC News’ “Meet the Press.”
October 13, 2025
Freed Palestinians met by cheering crowds in Gaza
October 17, 2025
Gen Z protests erupt in Peru leaving at least one dead
Comments are closed.
Scroll To Top
  • Home
  • Travel
  • Culture
  • Lifestyle
  • Sport
  • Contact Us
  • Politics
© Copyright 2025 - Be That ! . All Rights Reserved