Nvidia announced a revenue of $57 billion for Q3 of fiscal year 2026, exceeding market expectations, and expects Q4 revenue to be $65 billion. The company's CEO stated that there is no sign of an artificial intelligence bubble, and the market is rebounding, with the probability of a Fed rate cut in December expected to decrease to 31.6%. The meeting minutes show that there are differences among officials regarding the rate cut issue.

PANews, November 20 news, NVIDIA (NVDA.O) has just announced its Q3 fiscal performance, with chip sales at the core of the AI boom growing faster than Wall Street expectations. The company also provided a strong revenue forecast for the quarter, leading investors to believe that the AI investment frenzy will continue. Its Q3 financial report shows that the company's revenue in the third quarter was $57 billion, a year-on-year increase of 62%. Among them, data center revenue was $51.2 billion, exceeding the expected $49 billion. Additionally, its revenue outlook for the fourth quarter is about $65 billion, far higher than the analysts' average estimate of $61.6 billion. After the financial report was released, NVIDIA (NVDA.O) saw its stock price rise over 4% in after-hours trading. NVIDIA CEO Jen-Hsun Huang stated, "Blackwell's sales are off the charts, and cloud GPUs are completely sold out." Previously, Huang had downplayed concerns about an AI bubble.

Golden Finance reported that Nvidia stated, I have not seen an artificial intelligence bubble.

According to ChainCatcher news and Jin10 reports, a survey of global fund managers by American Bank shows that 54% of respondents believe that the "Big Seven" in the US stock market is the most crowded trade currently, while 45% of respondents think that the AI bubble is the biggest tail risk.

Nvidia will release its third-quarter financial report on November 18, and the market is following its impact on the AI industry, especially as concerns about the AI bubble intensify. Nvidia's market capitalization is 4.53 trillion, and its stock price has fallen over 11% from its peak, with several institutions recently reducing their holdings in the stock.

Billionaire Peter Thiel has completely liquidated his holdings in Nvidia, selling approximately 537,742 shares for nearly $100 million. He has also significantly reduced his stake in TSL while increasing his investments in Apple and Microsoft. Concerns over a technology stock bubble are intensifying.

Alliance DAO co-founder QwQiao is uneasy about the crypto market, believing that despite macro factors supporting the market, the overall trend suggests it may be coming to an end. He sees AI as a dominant factor in the U.S. stock market and warns that if the AI bubble bursts, the market will face the risk of collapse. At the same time, he is optimistic about the rise potential of stablecoin startups.

CreditSights analyst Mary Pollock warns that SoftBank bonds may be affected by AI market sentiment, despite strong second-quarter performance driven by OpenAI valuation increases. She emphasizes that AI valuations carry bubble risks and advises investors to be patient for a better entry point.

The Korean exchange reported that during the first week of November, foreign investors sold a record 7.26 trillion won worth of stocks, due to profit-taking and concerns over an AI stock bubble, leading to a market decline. This selling volume exceeded the record set in August 2021.

Macro analyst Mel Mattison believes that if Bitcoin rapidly rises to $250,000, it could lead to a bubble, followed by sharp surges and crashes as investors rush to profit, triggering a price decline. He noted that Bitcoin is currently experiencing a healthy rotation.

On November 5, Jin10 reported that the market capitalization of global chip manufacturers has sharply declined, as investors' concerns over the high valuations of tech stocks deepen. The selling wave led to a combined evaporation of about $500 billion in market capitalization for the Philadelphia Semiconductor Index on Tuesday and the index tracking Asian chip stocks on Wednesday. This big dump highlights that the rise of semiconductor stocks driven by the AI boom has been excessively overdrawn. Since the low point in April, as investors bet on a surge in AI computing demand, the market capitalization of chip manufacturers has increased by several trillion dollars. However, the current pullback reflects the market's growing concerns about the industry’s earnings prospects and excessively high valuations, especially against the backdrop of interest rates potentially being 'higher for longer.' Chris Weston, the research director at Pepperstone Group, stated: 'The entire market is a 'sea of blood,' presenting a gloomy and dull risk landscape. We must keep an open mind and acknowledge that this adjustment may further expand. Currently, there is almost no reason to buy.'

Gate News bot message, BUBBLE is now live on Alpha.

The Indian stock market lags behind the global trend due to a lack of pure AI concept stocks and needs to rely on the global AI bubble bursting to attract capital again. Investors have doubts about the high valuation of AI stocks, and although a market correction Consensus has not yet been reached, funds may flow into those Indian companies that are growing quickly but have weak cash flow.

The introduction of policies has triggered a more intense Bull vs Bear Battle in the gold market, and rising tax costs may lead to increased short-term selling pressure. Investors should be cautious; holding long-term or using gold ETFs can help avoid some tax burdens. The policy aims to regulate investment paths, which is beneficial for deflating the market bubble, and funds will be more concentrated in high Liquidity standard gold and gold ETFs.

According to BlockBeats, on October 30, Fed Chairman Powell stated: Artificial intelligence is different from the 1990s bubble; companies are already profitable. Investment in artificial intelligence is clearly one of the important sources of rise. (Jin10)

Jin10 Data, October 29th – Jen-Hsun Huang, CEO of NVIDIA (NVDA.O), dismissed concerns about an AI bubble on Tuesday, stating that the company's latest chips will generate $500 billion in revenue over the next five quarters. At the GTC conference held in Washington, Huang pointed out that the Blackwell processors and the new generation of Rubin models are driving unprecedented sales growth. The conference highlighted the company's collaborations with enterprises such as Uber, Palantir, and CrowdStrike to integrate AI into various products. NVIDIA also introduced a new system that connects Quantum Computers with AI chips. "We have reached a turning point in a virtuous cycle," Jen-Hsun Huang told thousands of attendees at the conference center near the White House, "This is indeed extraordinary." Huang's speech focused on the turning point in the AI industry, arguing that current AI models are powerful enough for customers to be willing to pay for their use, which will lead to.

PANews, October 16 news, according to Fortune, BitMine Chairman Tom Lee stated in the Crypto Playbook that several DATs (digital asset treasury companies) have fallen below net asset value, indicating that the bubble may have burst. BitMine is transforming into a public vehicle primarily holding Ethereum, with a market capitalization exceeding $15 billion and holding over 3 million ETH (approximately 2.5% of total supply), aiming to increase this to 5%, while earning returns through staking and being included in major indices. Lee stated that Ethereum remains the "blockchain of Wall Street," with BitMine acting as a bridge for institutions to understand Ethereum's upgrades; however, he warned of more DATs entering the market, covering alt assets such as Dogecoin and Worldcoin, exacerbating valuation discounts and risks.

BlockBeats news, on October 16, CryptoQuant analyst Axel released data on social media indicating that the current "Bitcoin Comprehensive Sentiment Index" has fallen into the extremely pessimistic range. Although the Bitcoin price still hovers near cycle highs, investors generally adopt a defensive posture, and market participation is sluggish, with risk appetite continuing to shrink. It is reported that the Bitcoin Unified Sentiment Index captures overall market psychology through three main components: · Fear and Greed Index (reflecting macro sentiment and volatility) · CoinGecko rise and fall voting (reflecting retail investor sentiment) · Rolling normalization layer (aligning and calibrating the first two over a one-year window) The index scale ranges from -100 to +100, with extreme negative values indicating market collapse and panic, while extreme positive values signify a frenzied bubble.

Pepperstone analyst Ahmad Assiri stated that gold is experiencing a strong bull run, having risen about 15% over the past month. Concerns over the high valuations of the US stock market and the tech bubble have pushed gold to become a core component of diversified investments and a safe haven for anxious investors.

According to ChainCatcher news and Jin10 reports, the International Monetary Fund (IMF) stated that U.S. stock market valuations are approaching the high range since 1990, but still below the bubble period at the beginning of 2000.

Odaily News BlackRock CEO Fink stated that the biggest risk faced is the deficit of the U.S. economy. If the annual economic growth rate in the U.S. does not reach 3% over the next 10 years, the fiscal deficit will completely collapse the economy. Artificial intelligence is not a bubble, but there will still be failures in the future. AI is the most worthy capital to invest in. (Jin10)

German startup n8n successfully raised $180 million in funding, reaching a valuation of $2.5 billion, aiming to compete with companies like OpenAI. This financing was led by Accel, with participation from NVIDIA, reflecting the investment boom in the AI industry, while also raising concerns about a bubble.

BlockBeats news, on October 7, Fed's Daly stated that the AI bubble will not threaten financial stability. (Jin10)

The Chief Investment Officer of the Government of Singapore Investment Corporation warned that venture capital in artificial intelligence is forming a "hype bubble" and pointed out that the technology has failed to keep up with high market expectations, which could lead to financial risks. He emphasized that the global economy is facing massive debt, and the difficulty in government spending cuts and tax increases could result in market volatility and a decline in monetary confidence.

Despite the recent signs of a bubble in Enterprise Digital Asset Treasuries (DATs), TON Strategy CEO Veronika Kapustina remains optimistic about their long-term prospects, believing that DATs serve as a bridge between TradFi and Crypto Assets, and she does not think they will crash, although consolidation may occur.

Ray Youssef, the founder of the peer-to-peer lending platform NoOnes, warns that current crypto assets reserve companies face significant market risks, which may trigger a Bear Market. He advises companies to drop their debts, follow the limited supply of crypto assets, and emphasizes that companies with real business operations are more resilient to risks and can thrive against the trend during market downturns.

According to a report by Jinse Finance, Ray Youssef, the founder of the NoOnes app, pointed out in an interview that even though financial institutions have now entered the crypto assets field, the "overly enthusiastic investor mentality" that led to excessive investment in early internet and technology companies during the internet bubble burst has not disappeared. He said: "The narrative of crypto assets holdings has become a significant feature of the current market cycle, which is very similar to the investor sentiment during the internet era from the late 1990s to the early 2000s — the internet bubble back then caused the stock market to fall by about 80%."

According to BlockBeats news, on September 27, the trading information platform Kobeissi Letter released data: currently, the top 10% of stocks by market capitalization in the United States account for 78% of the market capitalization of the U.S. stock market, a record high. This is still 3 percentage points higher than the record high set in the 1930s, and higher than the peak during the 2000 internet bubble, when the proportion was 74%. In contrast, in the 1980s, the total weight of the top 10% of companies by market capitalization was less than 50%. Meanwhile, the percentage of the top 10 stocks in the S&P 500 index's market capitalization has reached a record 41%, the market has never been so concentrated.

Gate News Bot news, on September 26, according to CoinMarketCap, as of the time of writing, LABUBU (LABUBU SOL) is currently reported at $0.01, with a rise of 24.77% in the last 24 hours, reaching a high of $0.01 and a low of $0.00. The current market capitalization is approximately $6.1 million, an increase of $1.21 million compared to yesterday. Recent important news about LABUBU: 1️⃣ **Market sentiment warms up, prices strongly rebound** LABUBU (LABUBU SOL) price has rebounded significantly after experiencing a previous decline. It rose 24.77% within 24 hours, with a market capitalization increase of 1.21 million USD, indicating a clear improvement in market sentiment and strengthened buying power. 2️⃣ **Pop Mart Optimizes Market Strategy to Boost Investor Confidence** Bubble

According to a report by Jinse Finance, Meta CEO Mark Zuckerberg stated that he is willing to invest heavily to ensure that the company does not fall behind in the AI field. In a podcast aired on Thursday, he mentioned that an AI bubble is "very likely" to occur, but the greater risk for Meta is hesitation. "If we ultimately waste 100s of billions, I think that would obviously be very unfortunate. But what I want to say is that I actually think the risk on the other side is greater." He added that if a company develops too slowly and the arrival of artificial superintelligence is earlier than expected, it will be at a disadvantage in what he considers the most important technology, which will be able to enable most new products, innovations, value creation, and history. Zuckerberg further stated, "The risk, at least for a company like Meta, may be not being aggressive enough, rather than being too aggressive."

According to Jinse Finance, when discussing expectations for interest rate cuts, Stephen Roach, a senior researcher at Yale University and former chairman of Morgan Stanley Asia, pointed out that the Fed will not be rushed to adjust its policy due to political pressure. On the other hand, the vulnerability of the labor market, coupled with the disturbances caused by tariffs, may prompt the Fed to shift to a more accommodative stance. Although the current risks have changed, the extent is not yet severe, and future developments will still depend on the performance of future data. Roach also stated that the U.S. economy has shown signs of slowing down, with consumption growth only half of the average level of the past few years. In addition, the investment boom in the AI sector hides bubble risks, with the market capitalization concentration of the "Seven Giants" in U.S. stocks even exceeding the levels during the internet bubble of 2000. "Therefore, I believe that there is a high likelihood of some degree of market correction in U.S. stocks within the next six months," he said. (21st Century Business Herald)

Odaily News OpenAI CEO Sam Altman warned that the AI boom has shown signs of a bubble, and some investors may lose "huge" amounts of money — although he remains optimistic about the long-term potential of artificial intelligence. (Jin10)

Gate News Bot news, August 26, according to CoinMarketCap data, as of the time of writing, BUBB (Bubb) is currently priced at 0.00414084 USD, with a rise of 162.56% in the last 24 hours, reaching a high of 0.00455441 USD and a low of 0.00106561 USD. The 24-hour volume reached 14.7 million USD. The current market capitalization is approximately 4.14 million USD, an increase of 2.56 million USD compared to yesterday. Important news about BUBB recently: 1️⃣ **Bubble mapping technology reveals Memecoin risks** The newly developed bubble-based mapping technology is being used to identify potential pumps and internal threats in Memecoin projects. The application of this technology may enhance investors' risk awareness regarding Memecoin projects like BUBB, thereby influencing

Jin10 data on August 22 reported that Mark Haefele of UBS Group stated that the rise momentum of global stock prices may continue. He pointed out: "We expect the economy will achieve a soft landing, and robust corporate earnings along with lower interest rates will support the market in the next 12 months." Haefele noted that corporate earnings have consistently exceeded expectations, which provides justification for the high stock market valuations. "This indicates to us that the market is not in a bubble."

Gate News Bot message, August 22, according to CoinMarketCap data, as of the time of writing, LABUBU (LABUBU SOL) is currently priced at $0.01, falling by 5.96% in the last 24 hours, with a high of $0.01 and a low of $0.01. The current market capitalization is approximately $8.59 million, a decrease of about $544,700 compared to yesterday. LABUBU Recent Important News: 1️⃣ **Bubble Mart's market capitalization hits a new high, launching a mini LABUBU** Recently, Pop Mart's stock price has surpassed 298 HKD, and its market capitalization is close to 400 billion HKD, setting a new historical high. The company plans to launch a mini version of LABUBU soon, which may bring new attention and potential user base to the LABUBU project. However, the LABUBU token price has not benefited from this positive news.

According to Jinse Finance, economist Henrik Zeber has issued a warning about Bitcoin, describing it as a "high-risk asset" that is closely correlated with the Nasdaq index — both of which belong to what he calls the "Second Tech Bubble (TechBubble2)." "This correlation is simple," he stated, "if tech stocks fall, Bitcoin will also fall."

Gate News bot message, Gate market shows that since the launch of Alpha, Bubble has risen 2653.75%, current price 0.003903 USDT.

Gate News bot message, Bubble has launched Alpha.

BlockBeats news, on July 18, according to DL News, Wall Street's well-known short seller Jim Chanos has sounded the alarm on the heated phenomenon of corporate Bitcoin treasuries. Chanos likened it to the frenzied SPAC (special purpose acquisition company) wave of 2021—when $90 billion was raised in just three months, only to end in a disastrous collapse. But this time, the difference is that public companies are purchasing Bitcoin through the issuance of Convertible Bonds and preferred stock, without engaging in any substantial business. "What we are seeing in the Bitcoin treasury market now is strikingly similar to the madness of SPACs in 2021," Chanos said this week on a podcast, "Almost every day there are significant announcements—'hundreds of millions every night.'"

The well-known financial blog ZeroHedge cites the latest report by Michael Hartnett, Chief Investment Strategist at Bank of America, pointing out that the issuance of debt in the United States (and globally) will experience exponential growth,预计到2032年总额将达到数百万亿美金。Hartnett believes that the U.S. government, under Trump, is preparing to launch an epic deficit financing debt offensive. All of this points to the formation of a "beautiful big bubble," and the role of Bitcoin (BTC) in this is moving from the periphery to the core.

Since the beginning of this year, the global crypto market has welcomed a long-awaited emotional recovery, with Bitcoin and Ethereum successively breaking new highs, and the memecoins zone once again becoming a paradise for external funds. In this wave of enthusiasm, the pumpfun platform has quickly gained popularity with its "zero-threshold rapid issue coin," continuously breaking records in daily active Wallets and new coin quantities, becoming one of the fastest-growing memecoin issuance platforms in the Secondary Market.

According to the Gate News bot, Wealth Magazine reports that Jim Chanos, founder of Chanos & Co, compares current AI companies to the internet giants Cisco and Lucent from the 1990s. He pointed out that during the TMT bubble burst, these companies faced a simultaneous fall in orders and valuations. Chanos emphasized that, with the slowdown in the labor market and tariff disruptions, companies are currently reducing.

Gate news, Jim Chanos sharply criticized MicroStrategy's Bitcoin business model, stating that its valuation is detached from reality and its promotional rhetoric is "financial nonsense." He also warned that the AI investment craze could repeat the mistakes of the millennium internet bubble. VanEck has also issued a warning about the risks of Bitcoin strategies for publicly listed companies.

On June 27, Jin10 reported that Morgan Stanley released a research report stating that it has raised its earnings per share forecasts for Pop Mart (09992.HK) for 2025, 2026, and 2027 by 6%, 15%, and 21% respectively, to reflect the company's clearer growth path in North America and Europe. For 2025, the most optimistic profit expectations in the industry still significantly exceed the bank's adjusted forecasts. The bank believes that Pop Mart's combination of a rich and diverse IP matrix with operational skills is expected to create sustainable growth, and the current stock price does not reflect the potential for long-term scale.

Gate News bot message, US stocks are rising against the trend in 2025, just a hair's breadth away from their historical highs. However, the higher the S&P 500 index rises, the stronger the concerns about its valuation multiples becoming a bubble. Data shows that the index has a price-to-earnings ratio of 22 times, based on expected profits for the next 12 months, which is 35% higher than the long-term average. Among the 20 such valuation indicators tracked by Bank of America strategists, the index shows overvalued conditions on every single indicator.

Gate News bot reports, according to Cointelegraph, entrepreneur and author of "Rich Dad Poor Dad" Robert Kiyosaki suggested that "if you want to become richer when the global debt bubble bursts, you should hold gold, silver, and Bitcoin."

BlockBeats news, on June 20th, according to market information, Hong Kong stock Pop Mart today fell over 5.15%, with the current stock price reported at 235.8 Hong Kong dollars, down over about 16.8% from its historical high. According to GMGN market information, the Meme coin LABUBU, based on the Pop Mart潮玩 IP, has a market capitalization that has fallen below 28 million USD, currently reported at 27.89 million USD, with a 24-hour decline of 20.4%. BlockBeats reminds users that Meme coin prices fluctuate greatly, and users should invest with caution.

Odaily News According to Presto Research analysis, the current "encryption asset reserve strategy" for companies incorporating encryption assets into their financial statements has significant bubble risks, but its landscape is more complex and subtle than in previous market cycles. Presto Research notes that this trend carries potential risks, such as market corrections, liquidity crises, and leverage issues. However, compared to the 2017-18 ICO bubble, the current reserve strategy has more structural differences, such as the use of convertible bonds, the use of dominant figures to attract capital, and the policy push. In addition, analysts warn that if the volatility in the crypto market increases, these reserve companies could face rapid selling pressure and even trigger systemic risks. The strategy combines bitcoin reserves with equity financing, leverage, and policy drivers, making it fundamentally different from the purely speculative bubbles of the past. （