By Elizabeth Knight
Publication Date: 2025-11-20 02:40:00
However, even Nvidia’s 65 percent year-over-year profit growth (that’s 245 percent more than last year) won’t be able to stop the roar of the “AI bubble.”
Its spectacular earnings, sales and forecasts should put an end to those who compare the AI frenzy to the dot.com boom of 2000, when sophisticated technology companies failed to make profits.
If Nvidia is the industry leader, its performance should have a calming effect.
But don’t expect the critics to stay silent for long. In fact, the new surge in Nvidia’s stock price will lead some to believe that the valuation bubble just got bigger.
That’s no surprise, as the AI revolution has polarized investors.
There is a school of fund managers who invest in search of “value” and do not put money into highly valued growth stocks. Your funds have felt the pain of underperformance since this super AI cycle began a few years ago. Therefore, they have a vested interest in screaming “bubble”…
