What’s News in Earnings: Should Markets Worry About an AI Bubble?

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November 21, 2025 • 9 mins

Bonus Episode for Nov. 21. Chipmakers are raking it in, but investors are getting nervous over “circular” AI semiconductor deals, the potential for an AI bubble and the pop that could follow. How grounded are those concerns about the AI boom? WSJ chips reporter Robbie Whelan discusses how the biggest names in chipmaking performed last quarter and what it could mean for markets. WSJ Heard on the Street writer Asa Fitch hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Further Reading: Nvidia’s Strong Results Show AI Fears Are Premature Nvidia Profits Soar, Countering Investor Jitters on AI Boom The AI Boom Is Looking More and More Fragile AMD Reports Sharply Higher Profits, Sales AMD Is an Increasingly Formidable Competitor to Nvidia Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum Investors Love Intel Again. That Still Doesn’t Solve Its Problems. TSMC Raises Revenue View Again Amid Global AI Investment Frenzy CoreWeave Reports Doubling of Revenue From AI Boom CoreWeave CEO Plays Down Concerns About AI-Spending Bubble Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Learn more about your ad choices. Visit megaphone.fm/adchoices

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