The Rundown Nvidia Earnings Alleviate AI Bubble Concerns, Walmart Raises Outlook Amid Strong Value Shopping Demand
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Nov 20, 2025 In a lively market update, the focus is on Nvidia's stellar earnings that ease AI bubble fears, boosted by strong data-center growth and promising guidance. Walmart shines as well, raising its outlook thanks to a surge in value shopping and fast delivery options. There's buzz around Jeff Bezos' ambitious AI project, Project Prometheus, backed by significant funding. Meanwhile, other industry players like Bath & Body Works face challenges with disappointing sales, showcasing the varied landscape of current market dynamics.
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NVIDIA's Report Calms AI Bubble Fears
- NVIDIA's earnings crushed expectations and may have single-handedly halted a market slump.
- The report suggests AI demand is still accelerating and industry momentum isn't close to peaking.
Delayed Jobs Data Clouds Fed's December Decision
- The BLS published a delayed September jobs report showing 119,000 jobs added and unemployment at 4.4%.
- Missing October data means the Fed will lack current labor info before its December meeting, reducing odds of a rate cut.
Surging Revenues Signal Unstoppable Chip Demand
- Nvidia posted staggering growth: Q3 revenue up 62% and data-center revenue up 66%.
- Management forecasts even larger quarters ahead, implying sustained chip demand for AI.