Is The AI Bubble Popping?
Posted On November 21, 2025
Nvidia’s post-earnings pop evaporated, crypto is testing cycle lows, and the AI trade that carried the market all year is suddenly cracking.
Nvidia’s Earnings Pop Didn’t Stick
Despite a strong headline report, (NASDAQ:NVDA) was up 5-6% after hours on Wednesday, only to fade the entire day as the broader market sold off, eventually closing red.
The numbers were solid, but not strong enough to overpower macro fear and the aggressive unwinding in AI-linked names. When a market darling posts great earnings and still gets sold, that’s a message. Investors are questioning whether datacenter margins have peaked and whether expectations simply ran too far ahead of reality.
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