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AI Stocks Face Reality Check Despite Nvidia’s Strong Results

AI Stocks Face Reality Check Despite Nvidia’s Strong Results

Author:

Global Cryptocurrency

Published:

2025-11-21 18:56:02

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Nvidia’s better-than-expected earnings failed to buoy AI-related stocks Thursday as investor skepticism grows about the sustainability of current spending levels. Wedbush Securities reiterated its call to 'buy AI winners,' with analyst Dan Ives drawing parallels to January’s 'DeepSeek Moment'—when concerns over Chinese AI lab DeepSeek triggered similar market jitters.

The sector’s pullback reflects mounting doubts. Nvidia’s tech customers may slow capital expenditures, and the AI adoption curve could prove less steep than projected. Yet Wedbush remains bullish, forecasting $3 trillion to $4 trillion in corporate AI investments over the coming years—a tidal wave expected to reshape automation, robotics, and enterprise workflows.

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