JHM2
JDT0
KRE0
DHC0
VIS1
RCH0
WI-A
LIONS
GAL
VFB
SHK
SCP
ATM
MUN
BAR
AVL
BODO
LILL
FEY
INT
LAS
SLB
Newcastle0
Everton1
Deportivo2
Osasuna1
Atalanta0
Parma3
Lorient0
Brest2
LUL
POA
DHA
BAR266/8 (70 ov)
ASSAM135
KNTKA496/5 (117 ov)
MEGHA144
NAGA254 & 73/3 (25 ov)
TPURA268 & 54/4 (21.3 ov)
SAU118
BENG143
MAHA207/9 (79 ov)
ODSA
JHK232/4 (97 ov)
CHD34/1 (8.3 ov)
TN571/7d
CGR284
HYD219/8 (69 ov)
DELHI241/5 (75.4 ov)
SVCS266
GOA397
BIHAR107/8 (25.1 ov)
GUJ534/9d
KER40/2 (12 ov)
NZ
IND
UAE
OMA
HH-W
MR-W
DOLPH
WPR
CD
AUCK
OTAGO
CANT
NED183/3 (36/50 ov, target 183)
MS-W109 (18.1/20 ov, target 125)
PS-W124/9
BIK174/3
JAB172/7 (20 ov, target 175)
CHR129/6
SPR131/5 (16.4/20 ov, target 130)
KAY180/6
KAG181/6 (19.4/20 ov, target 181)
MOW120/7 (19.2/20 ov, target 120)
BRB119
MAN
ROMA
Sassuolo2
Fiorentina4
NEW2
SHP4
Wedbush Securities analyst Dan Ives declared Nvidia’s latest earnings a “masterpiece quarter” that definitively dismisses AI bubble concerns. Despite a post-earnings stock dip, the chipmaker’s $57 billion revenue proves AI infrastructure spending is accelerating, not stalling.
Table of Contents
Nvidia’s Blockbuster Performance Breakdown
| Metric | Result | Year-Over-Year Growth |
|---|---|---|
| Q3 Revenue | $57.0 billion | +62% |
| Net Income Growth | 65% increase | Year-over-year |
| Wall Street Estimate | $54.88 billion | Beat by $2.12 billion |
| Stock Movement | Down 3.15% next day | Closed at $180.64 |
| Chip Demand Ratio | 12:1 demand-to-supply | Severe shortage continues |
Why This Isn’t an AI Bubble
Ives emphasized the AI revolution remains in its early stages, comparing it to the top of the third inning in baseball. Global AI adoption sits at just 3% in U.S. companies, nearly zero in Europe, and under 1% in Asia excluding China.
The analyst dismissed concerns about tech giants struggling to recoup AI spending. Use cases are exploding across enterprise platforms like Palantir and Snowflake, validating massive infrastructure investments. More capital will flow into AI over the next few years than the previous decade combined.
Ives recommended buying stocks like Nvidia, Oracle, and Microsoft during pullbacks, calling them long-term AI beneficiaries. Meanwhile, The Kobeissi Letter noted the tech giant’s $900 billion market cap swing within 36 hours, highlighting the volatility inherent in cutting-edge tech sectors.
For comprehensive tech analysis and market insights, make sure to visit TechnoSports and read the full Benzinga report.
