Nvidia, Jensen Huang, AI valuations, data center spending, Business Insider, Nvidia earnings, market reaction, Michael Burry, Dan Ives, AI boom, NVDA stock

Benzinga 2025-11-21

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Jensen Huang told employees the market failed to appreciate Nvidia’s exceptional quarter, saying the company is in a no-win position given its economic influence and online chatter about its role in averting a recession. Concerns over lofty AI valuations and rapid data-center spending overshadowed strong results as critics like Michael Burry questioned buybacks and others like Dan Ives praised the quarter. Nvidia fell 3.15% Thursday and traded over 2% lower pre-market Friday but remains up more than 30% this year.

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