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Nvidia’s Earnings Surge: Is the AI Stock Bubble Deflating or Just Heating Up?

Nvidia's Q4 2025 earnings beat expectations, reigniting debate over whether AI-driven valuations are sustainable. This analysis examines performance, market sentiment, and sector outlook to assess if the rally is justified or a bubble in motion.

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admin 2025年11月20日

Posted inRisk & Portfolio Management

European Market Resilience Ahead of Nvidia Earnings: Tactical Hedging Strategies for AI-Exposed Portfolios

As Nvidia's upcoming earnings report looms, global markets face volatility amid AI stock overvaluation concerns. European equities show relative stability, offering tactical hedging opportunities via defensive sectors ahead of the tech-heavy US earnings season.

Posted by

admin 2025年11月19日

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