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Published on
November 20, 2025
5 min read
NVIDIA’s Q4 Revenue Outlook Triggers Global Tech Stocks Rally
In Focus
- Tech stocks globally rallied following NVIDIA’s strong Q4 outlook
- NVIDIA stock gained 5% in premarket trading
- AI-related stocks in Asia and Europe surged on November 20, 2025
Global tech stocks rallied after NVIDIA results indicated strong demand for AI hardware despite analysts warning that the boom could be outpacing fundamentals of the AI market. According to Yahoo Finance, NVIDIA’s strong quarterly results eased investor AI bubble fears.
NVIDIA CEO Jensen Huang dismissed concerns of a potential bubble, saying that AI chip demand remains high with bookings extending into 2026.
“We see something very different from a fleeting hype cycle,” Huang said during NVIDIA’s earnings call.
However, doubts on whether high AI spending will deliver the returns that investors expect remain.
NVIDIA’s Strong Q4 Revenue Outlook
NVIDIA beat revenue expectations after it reported a 62% increase to $57.01 billion from 2024. The company’s fourth-quarter revenue forecast surpassed analyst expectations, renewing investor confidence in the AI sector.
“Amid a swell of concern heading into this print, NVIDIA delivered not just solid results and guidance, but a beat-and-raise that was even stronger than most had expected. In our view, a testament to strong execution across NVIDIA’s vast and complex supply chain,” J.P. Morgan analysts said.
The chipmaker said its profit margins should remain in the mid-70% range through fiscal 2027 fueled by strong demand in its data-center business. The company said sales of its advanced Blackwell AI chip are extremely high and that key computer processing units are already sold out.
“Demand still outstrips supply, with hyperscalers and server makers buying aggressively,” Chief Analyst at Technalysis Research Bob O’Donnell said.
NVIDIA Stock Soars on Strong Performance
NVIDIA stock gained about 5% in premarket trading on November 20, 2025. If these gains hold, the chipmaker could be on the path to adding approximately $243 billion to its market capitalization.
Last month, NVIDIA’s market capitalization hit $5 trillion, making it the first company to cross this mark and establishing its status in the global AI race. The chipmaker’s share price has risen 39% since the beginning of 2025.
“AI exposure is essential for long-term wealth building. Investors should diversify across the AI value chain, from enabling technologies to intelligence and application layers,” UBS Global Wealth Management CIO Mark Haefele told Investing.com.
Related Post – NVIDIA vs AMD: The GPU Battle for AI Dominance in 2025
Tech Stocks in Asia Rally
NVIDIA’s third-quarter performance triggered a global tech shares surge with AMD and Intel stocks gaining 5% and 2% respectively. Shares of Micron Technology, Broadcom, and Arm Holdings rose by 1% to 3%.
In Europe, share prices of Dutch semiconductor firms ASMI and BESI rose 2% and 3% respectively in early trading. Shares of ASML, which manufactures chip equipment, rose 2.1%. Last month, ASML gave a strong Q4 outlook driven by AI megadeals with chip manufacturers and AI firms.
The global technology stocks uplift was also evident in Asia where shares of Samsung Electronics and Foxconn gained 3.3% and 3.5% respectively. TSMC and SK Hynix stocks gained 4.3% and 1.6% respectively.
