Nvidia Stock, the AI Bubble Debate, and the Data Center Gold Rush: What December 1, 2025 Really Looks Like
Nvidia shares fell 14% from their November 3 high, closing the month at about $178 after another decline Friday. Despite the drop, Nvidia reported Q3 revenue of $57 billion, up 62% year-on-year, and forecast Q4 revenue near $65 billion. CEO Jensen Huang rejected claims of an AI bubble, calling current spending a fundamental shift in computing.