NVIDIA Corporation (NVDA) was supposed to save the market last week.
And after reporting near-perfect results – with strong sales, earnings and upbeat guidance – it looked poised to do just that.
However, the AI Revolution’s leader also reported an 89% jump in receivables. That triggered fears that customers buying NVIDIA chips might not be able to afford them.
Add on stubborn “AI bubble”… and this led to NVIDIA selling off quickly.
I think the receivables argument is bogus because NVIDIA isn’t going to sell chips to people if they don’t get paid.
It’s an example of markets reacting but not thinking.
So, in Sunday’s Navellier Market Buzz – my weekly YouTube video podcast – I did a deep dive with special guest Adam Johnson about what happened with NVIDIA and what’s really going on.
We also talked about the scrapped merger of private credit funds by Blue Owl Capital Inc. (OWL), concerns around AI data center power shortages and the Federal Reserve’s tone ahead of its December 10 meeting.
Click the image below to watch now.
To see more of my videos, click here to subscribe to my YouTube channel. And if you’d like to learn about Adam, check out his website, Bullseye Brief, here.
Plus, the grades in Stock Grader (subscription required) have been updated this week! Click here to plug in your own stocks and see how they’re rated.
The Hidden Signal Behind the Noise
Everything Adam and I discussed in this week’s episode is evidence of a signal hiding behind all of the noise.
We’re reaching the point where AI demand and capital investment are accelerating faster than the traditional financial system can fully digest.
It’s why NVIDIA’s “perfect” earnings can still spark panic, why data center buildouts are overwhelming the grid, why private lenders are hitting structural limits and why the Fed suddenly sounds like it’s racing to keep up.
This signal is something that I’m calling the Economic Singularity.
This is the moment where AI, automation and exponential computing begin driving economic outcomes faster than humans can model or manage.
It’s behind all the volatility, confusion and opportunity we’re seeing today.
And as history shows, investors who understand a shift like this early stand to benefit the most.
If you want to know which sectors benefit, which ones get disrupted and what to buy now, you’ll want to watch my Economic Singularity special briefing now.
I also share how you how you can access my exclusive report featuring seven stocks set to benefit from this shift.
It’s entirely free to watch, so I encourage you to click here to learn more.
Sincerely,
Louis Navellier
Editor, Market 360
The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:
NVIDIA Corporation (NVDA)
