Squawk on the Street Nvidia's Blowout Q3 and Huang's AI Bubble Message, Walmart Beats, John Malone Exclusive 11/20/25
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Nov 20, 2025 Nvidia's impressive Q3 results have sparked a global market rally as CEO Jensen Huang dismisses AI bubble concerns. Walmart also reported better-than-expected quarterly results, boosting its shares. An exclusive chat with John Malone delves into potential Warner Bros. deals and tech regulation issues. The discussion covers Nvidia's strategic partnerships, the broader AI supply chain, and significant moves in the market, including Abbott's acquisition of Exact Sciences. Tune in for insights on market trends and the future of tech!
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NVIDIA As The AI Platform
- NVIDIA frames AI as a multi-decade platform shift driving accelerated and agentic AI adoption.
- Jensen Huang says software will be written on NVIDIA and the next three years will change industries radically.
Three Platform Shifts Powering Demand
- Jensen Huang described three massive platform shifts: accelerated computing, generative AI, and agentic/physical AI.
- The hosts took this as evidence that AI demand will sustain heavy chip spending across industries.
Watch CapEx, Not Quarter-To-Quarter Noise
- Don't dismiss AI spending based on short-term noise; hyperscalers are increasing capex materially year-over-year.
- Watch capital allocation and underwriting quality in data center financings as potential risk areas.