Fears of an AI bubble took at least a temporary breather after Nvidia (NVDA) reported an earnings beat as well as a strong fourth quarter outlook after the close of U.S. markets on Wednesday. The chipmaker topped Wall Street’s expectations for the third quarter, reporting revenue of $57.01 billion — a 62% jump from a year earlier — as the AI investment boom continues to fuel demand for its chips. "Blackwell sales are off the charts, and cloud GPUs are sold out," said CEO Jensen Huang. "Compute demand kee ...

By Arsheeya Bajwa and Stephen Nellis (Reuters) -Nvidia CEO Jensen Huang on Wednesday shrugged off concerns about an AI bubble as the company surprised Wall Street with accelerating growth after several quarters of slowing sales. The chipmaker's stellar third-quarter earnings and fourth-quarter forecast calmed, at least temporarily, investor nerves over concerns an AI boom has outrun fundamentals. Global ​markets have looked to the chip designer to determine whether investing billions of dollars in AI inf ...

股市整体表现 - 主要股指在震荡交易后多数收高，纳斯达克指数上涨131.38点或0.6%至22,564.23点，标普500指数上涨24.84点或0.4%至6,642.16点，道琼斯指数微涨47.03点或0.1%至46,138.77点 [1][2] - 市场早盘走强的原因是交易员在经历过去几个交易日的大幅下跌后，寻求在相对低位买入股票 [2] - 主要股指在周二因对潜在AI泡沫的持续担忧而跌至一个月最低收盘水平 [3] 行业板块动态 - 半导体板块在近期疲软后强势反弹，费城半导体指数上涨1.8% [7] - 黄金股表现出显著强势，纽交所Arca黄金虫指数上涨1.2% [7] - 能源股随原油价格大幅下跌，拖累纽交所Arca石油指数下跌1.7% [8] 重点公司：英伟达 - 市场关注焦点集中在市场龙头及AI宠儿英伟达盘后发布的财报，该股在财报发布前上涨2.9% [3] - 分析师指出，任何令投资者失望的消息都可能引发全球市场波动，投资者将密切关注CEO黄仁勋的言论，以寻找AI巨额投资是否值得的线索 [4] - 尽管公司有超越盈利预期的习惯，但投资者可能会比往常更深入地研究数据以发现任何疲软迹象 [4] 美联储政策展望 - 美联储最新货币政策会议纪要显示，官员们对利率前景存在分歧，对于12月会议何种政策决定合适表达了“强烈不同的观点” [4][5] - 虽然大多数与会者同意最终降息是合适的，但几位官员认为12月会议再次降息25个基点不一定合适，而许多与会者建议在今年剩余时间保持利率不变可能是合适的 [5][6] 其他市场 - 亚太地区股市周三多数下跌，日经225指数下跌0.3%，恒生指数下跌0.4% [9] - 欧洲主要市场收跌，英国富时100指数下跌0.5%，法国CAC 40指数下跌0.2%，德国DAX指数微跌0.1% [10] - 国债市场缺乏方向，基准十年期国债收益率微升1.0个基点至4.133% [10] 后续市场焦点 - 市场交易可能受英伟达财报反应驱动，9月就业报告也可能吸引注意力 [11]

This post originally appeared in the First Trade newsletter. You can sign up for Business Insider's daily markets newsletter here. No matter where you come out on the AI bubble debate, your next move will boil down to one thing: how long you're willing to wait. If you're an AI bull that believes in the productivity gains that will be unlocked, you might be OK with waiting a long time for that to materialize. Or maybe it's the opposite. You want tangible results now, and that's impacting your investm ...

Thank you so much, John, and thank you, Kim, for doing this today. Um, obviously AI is front and center in everybody's mind, and you're really at the center of this ecosystem from a venture and IPO standpoint, from an M&A standpoint, from a debt financing standpoint. Based on that 360 view, do you get the sense that AI is in a bubble right now.>> So, great to see you, Leslie. Thanks for having me. Um, so the AI bubble question, that's the multi- trillion dollar question.Um I think that um AI will be absolut ...

Live Coverage The S&P 500 was on pace to snap a four-session losing streak Wednesday. Michael M. Santiago / Getty Images Close Major stock indexes mostly rose Wednesday, with investors focused on AI darling Nvidia's highly anticipated quarterly results after the closing bell. The tech-heavy Nasdaq and benchmark S&P 500 advanced 0.4% and 0.2%, respectively, while the blue- chip Dow Jones Industrial Average erased earlier gains and slipped 0.3%. Yesterday, the S&P 500 and Dow both fell for a fourth straigh ...

Hello, hello. Good Wednesday morning from Yahoo Finance's New York City headquarters studios. I'm Yao Finance executive editor Brian Sazi.The day has arrived. It's Nvidia earnings day after the close and by judging what Nvidia founder and CEO Jensen Wong was doing last night. He thinks the earnings results will crush.Let's put up a photo here. There you can see Jensen uh just hanging out at the White House with Nvidia chip users. Elon Musk of Tesla and opening eyes.Greg Brockman. No clue if AI's David Saxs ...

Meta Platforms (META), which not long ago was the year's best-performing constituent of the “Magnificent Seven” and briefly joined the $2 trillion market cap club, has since pared gains and has lost nearly a quarter of its value from the peak. The stock is in a bear market now and is barely in the green for the year, as it plunged below $600. The stock fell below the $700 price level following the Q3 2025 earnings release last month as the company raised the midpoint of its 2025 capex guidance. It further ...

Even as the investing world continues to debate whether we are or are not in an "AI bubble,†there shouldn't be any question whether AI-driven dividend stocks are still enjoying a moment. ...

市场波动与投资者情绪 - 知名个人理财专家Suze Orman鼓励投资者在市场波动加剧时不要恐慌，避免让情绪失控 [1] - 过多投资者在股市出现初步下跌迹象时容易迅速陷入恐慌 [1] - 若标普500指数下跌略超3%就感到恐慌，可能意味着在风险资产上配置过度或受到过多看空预测影响 [2] 对市场调整的理性看待 - 大盘指数3-4%的下跌幅度相对温和，不应引发过度恐慌 [3][7] - 部分看空观点认为当前处于“AI泡沫”破裂情景，但目前的下跌在更大格局下仅是轻微波动 [3] - 在市场出现连续下跌时，控制情绪和有效管理投资是长期取得良好表现的关键 [4] 投资策略与纪律 - 建议投资者保持投资组合的多元化和策略的一致性，以应对市场起伏 [4][7] - 将耐心和纪律视为重要资产，尤其在市场波动时期 [4] - 采用美元成本平均法可以消除择时压力，并确保在市场下跌时持续买入 [7] AI泡沫争议与长期视角 - 市场上关于AI泡沫的讨论使得应对市场调整变得更加复杂 [5] - 尽管存在支持AI泡沫的观点，但在股市回调时这些声音会被放大 [6] - 保持长期投资心态至关重要，特别是对那些容易因市场波动而恐慌的投资者 [6]