Nvidia delivered another outstanding report, beating expectations with USD 57 billion in Q3 revenue (+62% y/y) and issuing an exceptionally strong USD 65 billion forecast for Q4. Management addressed all major bearish arguments — from supply constraints to demand durability — emphasizing the feasibility of USD 500 billion in combined Blackwell + Rubin revenue by 2026. The optimistic tone and record data-center sales triggered a strong positive reaction across global equity markets linked to AI.
The results immediately improved market sentiment. US100 (Nasdaq 100) rebounded by around 2.00%, reversing some of the recent declines as AI and semiconductor stocks rallied in tandem. Nvidia shares themselves jumped 5–5.5% in pre-market trading to USD 196 per share. AMD, Broadcom and Intel also gained; Asian chipmakers such as Samsung and Foxconn recorded strong increases earlier in the day. The improved risk appetite spilled over into a short-term rebound in the cryptocurrency market as well.
Nvidia was the primary catalyst for markets, but short-term investor focus is now shifting toward upcoming macro data. The market expects the NFP report to be released later today, which could influence the Fed’s December rate decision. For now, however, Nvidia’s results have clearly lifted sentiment, easing concerns about an “AI bubble” and driving a broad-based recovery.
NVIDIA Beats Expectations: The AI Powerhouse Saving the Future
BREAKING: FOMC minutes - many against December cut!
Daily Summary: Market attempts recovery, all hope in Nvidia
Constellation Energy and Three Mile Island — Nuclear Past and Future
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.
