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Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns

Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns

Global tech stocks rallied Thursday as investors piled back into AI-related names, buoyed by Nvidia earnings. Nvidia topped forecasts for revenue, which jumped 62% to $57.01 billion year-on-year, and issued stronger-than-expected fourth-quarter sales guidance, giving investors the confidence they were looking for to continue placing bets on the AI industry. Shares were 5% higher in […]

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Nvidia’s beat and raise should wow even its most hardened critics, and the stock soars

Nvidia’s beat and raise should wow even its most hardened critics, and the stock soars

Nvidia on Wednesday evening delivered better-than-expected quarterly results, with a guide that should impress even those with the highest of expectations. Revenue in the company’s fiscal 2026 third quarter grew 62% year over year to $57.01 billion, outpacing the $54.92 billion the Street was looking for, according to estimates compiled by data provider LSEG. Adjusted

Nvidia’s beat and raise should wow even its most hardened critics, and the stock soars Read More »

Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’

Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’

Jensen Huang, chief executive officer of Nvidia Corp., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images In the weeks leading up to Nvidia’s third-quarter earnings report, investors debated whether the markets were in an AI bubble, fretting over

Nvidia CEO Jensen Huang rejects talk of AI bubble: ‘We see something very different’ Read More »

Nvidia reports third-quarter earnings after the bell

Nvidia reports third-quarter earnings after the bell

Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025. Jung Yeon-je | Afp | Getty Images Artificial intelligence chipmaker Nvidia is scheduled to report fiscal third-quarter earnings on Wednesday after the market closes. Here’s what Wall Street is expecting,

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Adobe to buy Semrush for .9 billion, sending marketing platform’s shares up 70%

Adobe to buy Semrush for $1.9 billion, sending marketing platform’s shares up 70%

Adobe CEO Shantanu Narayen speaks during an interview with CNBC on the floor at the New York Stock Exchange on Feb. 20, 2024. Brendan Mcdermid | Reuters Adobe said Wednesday that it reached a deal to acquire search engine marketing platform Semrush for $1.9 billion to boost its tools for marketers in the age of

Adobe to buy Semrush for $1.9 billion, sending marketing platform’s shares up 70% Read More »

The 0 billion Nvidia question, and 4 others, CEO Jensen Huang must answer tonight

The $500 billion Nvidia question, and 4 others, CEO Jensen Huang must answer tonight

Nvidia earnings, the most important report of the quarter, will be out after Wednesday’s close, and AI rockstar CEO Jensen Huang will be on the hot seat to answer tough questions about the spiraling artificial intelligence spending promises and how these tech companies — big and not so big — are going to pay for

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Blip, dip, pullback or the beginning of the end? Global investors weigh in on equities sell-off

Blip, dip, pullback or the beginning of the end? Global investors weigh in on equities sell-off

Global investor sentiment for artificial intelligence remains buoyant, despite on the ongoing equities sell-off.   European and Asia markets have seen days of consecutive losses, tracking their U.S. counterparts lower as pressures mount on AI-related stocks and their valuations. The pan-European Stoxx 600 on Tuesday notched its lowest level in a month, with major bourses opening lower on Wednesday, while Asia-Pacific markets fell.   Stateside, stock futures were little

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CNBC Daily Open: AI firms are getting money while their stocks are losing value

CNBC Daily Open: AI firms are getting money while their stocks are losing value

Several AI applications can be seen on a smartphone screen, including ChatGPT, Claude, Gemini, Perplexity, Microsoft Copilot, Meta AI, Grok and DeepSeek. Philip Dulian | Picture Alliance | Getty Images Money keeps flowing into artificial intelligence companies but out of AI stocks. In what looks like — once again — a scenario of the left

CNBC Daily Open: AI firms are getting money while their stocks are losing value Read More »

‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says

‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says

Global stocks are embroiled in a downward spiral as concerns over an AI bubble continue to mount — and for the first time in two decades, fund managers are flagging concerns about companies “overinvesting.” That’s according to the latest iteration of Bank of America ‘s Global Fund Managers Survey. The poll of 172 fund managers,

‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says Read More »

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