Wake Up With Breakfast News!

Wake up to the latest market news, company insights, and a bit of Foolish fun -- all wrapped up in one quick, easy-to-read email, called Breakfast News. Delivered at 7:30 a.m. ET every single market day. See an example of our weekday Breakfast News email & sign-up below.

Loading paragraph...

Market Data Table

Breakfast News: Huang Rejects AI Bubble

November 20, 2025

Wednesday's Markets
S&P 500 6,642 (+0.38%)
Nasdaq 22,564 (+0.59%)
Dow 46,139 (+0.10%)
Bitcoin $90,392 (-2.26%)

Chart depicting Nvidia's quarterly revenue and net income for the third quarter of fiscal year 2026.

1) Nvidia Soars 5% on Upbeat Outlook

Nvidia (NASDAQ:NVDA) jumped over 5% after the closing bell following quarterly results, as CEO Jensen Huang downplayed any notion of an artificial intelligence (AI) bubble forming and CFO Colette Kress said revenue could exceed $500 billion in the coming quarters.

"We excel at every phase of AI, from pre-training and post-training to inference": Huang outlined how a new wave of applications coming from agentic AI systems and related products should enable Nvidia to continue to grow, as revenue guidance for the coming quarter was raised to $65 billion.
"We believe Nvidia will be the superior choice for the $3 to $4 trillion in annual AI infrastructure built": Kress identified data center demand as a key growth area that continues to exceed their expectations, along with robotics, but said she was disappointed in not being able to sell advanced chips to China.

Loading paragraph...

2) AI Stocks Rally on Trade, NVDA Beat

S&P 500 futures rose over 1%, with Nasdaq futures up closer to 1.5% this morning, as positive sentiment around Nvidia earnings helped to lift semiconductor stocks, with Stock Advisor recommendation Advanced Micro Devices (NASDAQ:AMD) up over 4%.

The Wall Street Journal reports the U.S. has approved a deal to sell 70,000 advanced AI chips to Middle East nations: President Donald Trump reversed his stance from earlier this year, as he agreed to allow U.S. companies such as AMD to sell specific chips to Abu Dhabi and Saudi state-backed enterprises.
"Another incredible performance from Nvidia when many of us were looking at this quarter with one eye closed": Motley Fool Chief Investment Officer Andy Cross pointed out, "What's pretty incredible is that they delivered that sales growth with China/HK sales down 63%."

Loading paragraph...

3) BBB & PANW Fall, With Fed Minutes in Focus

Rule Breakers rec BBB Foods (NYSE:TBBB) dropped over 3% following the closing bell after reporting a quarterly loss greater than anticipated, with management focusing on investing in store openings and boosting the talent base.

Superscore of 73 in our Rule Breakers Primary database: Palo Alto Networks (NASDAQ:PANW) is down almost 4% in pre-market trading. Results failed to live up to investor expectations, even as the company announced it is acquiring Chronosphere for $3.35 billion.
Fed minutes indicate uncertainty around December policy meeting: Minutes released from the October Federal Reserve meeting showed members disagreed on what action could be taken in December, with "many participants" saying it would likely be appropriate to keep rates unchanged.

Loading paragraph...

4) WMT, INTU, VEEV Lead Thursday Earnings

Walmart (NYSE:WMT) reports ahead of the opening bell, with investors keen to observe whether the momentum from last quarter can be continued as it continues to balance both U.S. and international growth plans.

Beaten earnings estimates every time for the past two years: Intuit (NASDAQ:INTU) should post earnings after the market closes. Metrics, including subscription numbers and further AI integrations for QuickBooks and TurboTax, will be closely watched.
Ten straight quarters of total revenue growth: Veeva Systems (NYSE:VEEV) also reports after regular market hours as management pushes for higher customer adoption of the Vault CRM product that helped to grow earnings last quarter.

Loading paragraph...

5) Your Take

Share with friends and family the names of two stocks you believe can outperform Nvidia over five years, and why. Become a member to hear what your fellow Fools are saying!

Loading paragraph...