Morning Brew Daily Nvidia Calms AI Bubble Fears & Target Nearing Rock Bottom?
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Nov 20, 2025 Discover how Nvidia's strong earnings are easing fears over an AI bubble. Explore Target's ongoing struggles and attempts to turn its fortunes around. A surprisingly affordable Thanksgiving dinner may be on the horizon due to aggressive turkey pricing. Dive into the art world with Gustav Klimt's record-setting $236.4 million sale and intriguing auction stories. Plus, learn about the origins of kissing, tracing back to a common ape ancestor, and some captivating underdog stories from the World Cup.
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Nvidia Dominates AI Infrastructure
- Nvidia's data-center demand is surging, with revenue up 62% and $500B in orders booked through 2026.
- Jensen Huang says "AI is going everywhere," pushing markets higher and easing short-term bubble fears.
Profits Don't Prove Industry Profitability
- Strong Nvidia results calm some bubble concerns but don't resolve whether AI buyers can monetize investments.
- Hosts stress that Nvidia profits don't answer if the broader ecosystem will generate returns.
Invest In Stores To Win Shoppers Back
- Target plans a $5 billion investment next year to remodel stores, refresh inventory, and lower prices.
- The carrier strategy focuses on holiday merchandise and improved in-store experience to win back shoppers.