Nvidia’s Strong Quarter Fail To Reverse Growing AI Jitters

Benzinga

Nvidia’s strong quarterly results weren’t enough to boost AI stocks as investors shifted their focus to macro risks, rising inventories, and doubts about OpenAI’s infrastructure funding. Analysts say Nvidia still provides long-term revenue visibility through its Blackwell and Rubin chips, but competitive pressure from Google’s Gemini 3 and concerns about overbuilding weighed on sentiment.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:02Vidya's strong October quarter earnings failed to lift AI stocks as markets shifted from

00:06excitement to caution, according to MarketWatch. Shares opened higher but fell by the close as

00:11investors focused on macro uncertainty, swelling inventories, deferred revenue patterns,

00:16and concerns about OpenAI's ability to fund promised infrastructure.

00:19Analysts said NVIDIA offered long-term visibility into Blackwell and Rubin revenue through 2026,

00:25with rate cut doubts, debt finance AI build-outs, and fears of overbuilding pressured sentiment.

00:31Who's release of Gemini 3 added competitive pressure and raised questions about future

00:34hyperscaler spending? For all things money, visit Benzinga.com.

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