As often happens, you expect one thing and get another. At the beginning of the week, the financial world was waiting for the quarterly results of Nvidia, the leader in the artificial intelligence industry. Some predicted a failure that would cause panic in the markets, while others predicted another success that would give a new impetus. Everyone agreed on one thing: the announcement of Nvidia’s results was a remarkable event. This is a quick review from Ivan Kompan, Edinburgh Business School analyst.
The reality exceeded the forecasts: Nvidia showed strong results in terms of revenue and profits. The company also announced the launch of the new Blackwell processor in Q4 2025. This is a breakthrough technology that will provide computing 30 times faster than the current H100 models and increase cost efficiency. Jensen Huang, CEO of Nvidia, assured that “the era of artificial intelligence is in full swing!”.
However, this was not enough for the market: there is demand, but supply problems are holding back growth. After the announcement of the results, Nvidia shares fell by 5%, although they recovered the next day and even showed a slight increase. Despite the high share price, the company’s fundamental prospects remain bright.
The unexpected hero of the week was Bitcoin, which grew by 10% over the week and by 46% since Trump’s election, almost reaching $100,000. This happened due to the expected easing of cryptocurrency regulation. SEC Chairman Harry Gensler, a well-known crypto opponent, has resigned, and the new president’s team is considering creating a position dedicated to crypto policy. The excitement around cryptocurrencies is only growing, and Katie Wood predicts the price of bitcoin to reach $1 million.
The week ended with a bang. The hero is not quite the one we were waiting for, but he is there. Preparations for the Christmas rally are ahead. Although markets are expensive, there is no reason to be pessimistic.
*And finally, we would like to remind you that the information you have just listened to is not an investment advisory. Remember – investments in the stock market are always tied up with financial risks. So be careful and cautious.
