By Adrian Suljanovic
Publication Date: 2025-11-21 08:00:00
A fresh rise in Nvidia’s earnings outlook has heightened debate over whether the artificial intelligence boom is drifting into bubble territory, even as analysts highlight the chipmaker’s solid financial fundamentals.
Billy Leung, senior investment strategist at Global
Leung said Nvidia’s strong guidance going forward “provides a clearer earnings anchor for 2025 and 2026” and could help stabilize broader equity markets following recent weakness in mega-cap tech stocks.
Nvidia last week became the first company to reach a market cap of more than $5 trillion, and Leung believes sales of more than $500 billion from its Blackwell and Ruby chip lines could take the company to $6 trillion by 2026, when…
