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The AI bubble talk is coming from inside the earnings calls [Business Insider]

NVIDIA Corporation (NVDA)  More Company Research Source: Business Insider
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Have an account? Log in The phrase "AI bubble" has recently been in the zeitgeist. Mentions in earnings calls and investor conference transcripts increased 740% from last quarter. Only demonstrable profits will quiet the talk, analyst Gil Luria told BI. There's a bubble in talk of an "AI bubble." The phrase "AI bubble" appeared in 42 earnings calls and investor conference transcripts between October and December — a 740% increase from the previous quarter, according to an AlphaSense analysis. In the third quarter of 2025, five transcripts mentioned the term. The quarter before that, four. For all of 2024, executives and analysts used the phrase in 24 transcripts total. In 2023, it was nine. (The analysis counted transcripts where "AI" and "bubble" appeared within five words of each other.) Now dozens of companies across semiconductors, cloud infrastructure, financial services, and industrials are fielding some version of the same question: Is the AI boom a bubble? At [Read more]

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Stockreport

The AI bubble talk is coming from inside the earnings calls [Business Insider]

NVIDIA Corporation  (NVDA) 
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Have an account? Log in The phrase "AI bubble" has recently been in the zeitgeist. Mentions in earnings calls and investor conference transcripts increased 740% from last quarter. Only demonstrable profits will quiet the talk, analyst Gil Luria told BI. There's a bubble in talk of an "AI bubble." The phrase "AI bubble" appeared in 42 earnings calls and investor conference transcripts between October and December — a 740% increase from the previous quarter, according to an AlphaSense analysis. In the third quarter of 2025, five transcripts mentioned the term. The quarter before that, four. For all of 2024, executives and analysts used the phrase in 24 transcripts total. In 2023, it was nine. (The analysis counted transcripts where "AI" and "bubble" appeared within five words of each other.) Now dozens of companies across semiconductors, cloud infrastructure, financial services, and industrials are fielding some version of the same question: Is the AI boom a bubble? At [Read more]

IMPACT SNAPSHOT
EVENT TIME:
NVDA
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
POST NEWS RANGE
%
PRICE CHANGE

PRICE CHANGE PERCENTAGE


S&P 500 (SPX)

%

VOLUME RATIO
%

VOLUME (SHARES)
TICKS

AVG SHARES PER TRADE

EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS