Nvidia’s Strong Earnings Ease AI Bubble Fears Despite Market Volatility

Nvidia (NVDA) delivered a highly anticipated earnings report, and the AI semiconductor leader lived up to expectations.

“These results and commentary should help steady the ship for the AI trade into the end of the year,” Jefferies analysts wrote in a Thursday note.

The company’s late-Wednesday announcement arrived at a critical moment for the broader AI-driven market rally. Over the past few weeks, debate around whether AI valuations have entered bubble territory has intensified, fueled by concerns over massive data-center investments, the durability of AI infrastructure, and uncertainty around commercial adoption.

Thursday’s market swings showed just how unresolved the conversation remains. The Nasdaq Composite surged more than 2% early in the day, only to reverse course and fall nearly 2% by afternoon. Nvidia shares followed a similar pattern—after climbing 5% in the morning, the stock later slipped almost 3%.

Still, Nvidia’s exceptional performance provided some reassurance to investors worried about overheating in the AI sector.

The company reported that quarterly revenue jumped 62% to $57 billion, with expectations for current-quarter sal

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