Nvidia CEO Jensen Huang said the market did not appreciate the company’s record-shattering earnings, as it navigates high expectations and AI bubble chatter.
Huang stated that being in a “no-win situation” amid swelling narratives around an AI bubble is a challenge. He expressed concerns that even if the company delivered a slightly disappointing quarter, the market would react severely, fueling fears of an AI bubble.
The CEO also acknowledged that Nvidia’s massive influence has made it difficult for the company to meet expectations, which is reflected in its volatile stock price. Huang joked about the “good old days” when the company had a $5 trillion market cap, highlighting the significant change in investor confidence.
Source: https://www.businessinsider.com/jensen-huang-market-nvidia-quarter-meeting-2025-11