Nvidia Earnings Surge
According to TechCrunch, “Nvidia’s record $57B revenue and upbeat forecast quiets AI bubble talk”, Nvidia posted $57B in Q3 with $51.2B from data centers and guided $65B for Q4; the keyword AI is driving Blackwell GPU demand and easing market fears. [TechCrunch](https://techcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/)
Foxconn Supercluster
According to Reuters, “Foxconn-Nvidia $1.4 billion Taiwan supercomputing cluster to be ready by H1 2026, Foxconn says”, Foxconn will build a 27MW GB300-powered data centre, produce 1,000 AI racks/week and work with Nvidia to bring AI into factories; the keyword supercomputing signals industrial-scale compute. [Reuters](https://www.reuters.com/world/asia-pacific/foxconn-can-make-1000-ai-racks-week-increase-next-year-chairman-says-2025-11-21/)
US Chips Export Approval
According to Reuters, “US authorizes export of advanced American semiconductors to companies in Saudi, UAE”, the Commerce Dept approved exports equal to up to 35,000 Nvidia Blackwell chips to G42 and Humain, enabling xAI and Saudi data‑centre projects; the keyword chips underscores shifting export controls and geopolitics. [Reuters](https://www.reuters.com/business/us-authorizes-export-advanced-american-semiconductors-companies-saudi-uae-2025-11-19/)
AI earnings surge: According to Nasdaq, “NVIDIA Jumps on Upbeat Earnings & Guidance: ETFs in Focus” after Nvidia reported a record $57 billion quarter and guided roughly $65 billion for the next quarter, reigniting AI-driven market rallies and heightened volatility. [Nasdaq](https://www.nasdaq.com/articles/nvidia-jumps-upbeat-earnings-guidance-etfs-focus)
Fed caution on AI froth: According to Reuters, “Fed’s Jefferson: AI-related stock gains unlikely to be dot-com boom replay” as Vice Chair Philip Jefferson warned AI gains differ from the 1990s bubble and could affect rates, leverage and financial stability. [Reuters](https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/)
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