By Marty Shtrubel
Publication Date: 2025-11-23 13:04:00
Nvidia (NASDAQ:NVDA) investors had plenty to look forward to last Thursday. The AI chip leader delivered another blockbuster earnings report, which featured a customary beat-and-raise, record Data Center sales, while the company said that demand remains extremely robust.
TipRanks Black Friday Sale
Initially, the shares pushed ahead following the print, but the report ultimately failed to quell Wall Street’s increasingly uneasy stance toward all things AI; fears of a bubble have gripped the market, and the shares turned red.
All the talk of a bubble had Nvidia’s top brass in a combative mood during the earnings call. Both CEO Jensen Huang and CFO Colette Kress pushed back hard against investor worries about a potential AI bubble. Huang didn’t sidestep the issue and brought it up right away in his prepared remarks, explaining why he thinks Nvidia is in a uniquely strong position to keep leading the AI market.
“There’s been a lot of talk about an AI bubble,” the CEO said on the matter. “From our vantage point, we see something very different. As a reminder, Nvidia is unlike any other accelerator. We excel at every phase of AI.”
That is obviously no idle boast, and one that Evercore analyst Mark Lipacis thinks is entirely fitting.
“Results were consistent with our channel checks which indicated that NVDA remains the AI ecosystem of choice, “Lipacis, who ranks among the top 1% of Street stock experts, went on to say.
Even with supply still…
