Nvidia ( NVDA) took its detractors to task during the company's Q3 earnings call on Wednesday, with both CEO Jensen Huang and CFO Colette Kress launching broadsides against investor concerns related to an AI bubble.

Nvidia has soothed worries about AI demand for now, and dispelled fears of a bubble bursting. Investors piled into tech and AI names after its Q3 results.

Nvidia Q3: revenue up 62% and net income up 65% on strong AI chip demand; shares up ~4% after hours; market cap recently topped $5T.

NVIDIA Corporation's strong earnings beat expectations, but stagnant margins raise questions. Click here to read an analysis of NVDA stock now.

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“There’s been a lot of talk about an AI bubble,” he said, but made it clear that Nvidia is seeing something remarkably different in the real world. Blackwell sales, he said, felt “off the charts,” while cloud GPUs are “sold out,” and demand is being driven by actual spending, not hype.

Shares of Nvidia (NVDA) dipped about 1% on Thursday despite an "exceptional" quarter and "stellar" guidance. The stock gave up its gains of about 5% premarket, which would have seen the company's market cap set to get a boost of over $200B.

Nvidia's Q3 earnings report states that all Nvidia AI cloud GPUs are sold out. *Stock prices used were the after-market prices of Nov. 19, 2025. The video was published on Nov. 19, 2025. Jose Najarro enjoys investing in the tech market, more importantly ...