AI Stocks Weekly Recap (16–21 November 2025): Nvidia Earnings, Anthropic Mega‑Deal and Oracle Slump Test the AI Bubble
Nvidia posted record quarterly revenue of $57 billion, driven by surging AI chip demand, while Microsoft and Nvidia announced a $15 billion investment in Anthropic. Despite a Friday rebound, the S&P 500, Dow, and Nasdaq all ended the week lower amid renewed fears of an AI bubble and sharp losses in Oracle. Alphabet’s AI gains pushed its market value near Microsoft’s.