Can latest Nvidia results impact your portfolio? Here’s what Anil Singhvi says

Anil Singhvi on Nvidia Q3 Results: Global investors are closely tracking Nvidia’s latest earnings, as the numbers have sparked a sharp reaction across world markets. With technology and AI stocks back in focus, Zee Business Managing Editor Anil Singhvi explains how these results could influence your portfolio.

Leading chipmaker Nvidia Corp reported its third-quarter earnings on 20 November 2025, posting revenue of $57 billion, a 22 per cent increase from the previous quarter and 62 per cent growth year-on-year. Net income jumped 65 per cent to $31.91 billion, compared with $19.31 billion a year earlier.

For the fourth quarter, Nvidia has forecast $65 billion in sales, beating analyst expectations of $62 billion. After the results, Nvidia shares gained 4 per cent and are now up 39 per cent this year.

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Anil Singhvi on Nvidia Q3 Results

Singhvi said Nvidia’s outstanding performance and strong guidance have revived sentiment in the US markets. AI stocks have gained momentum, and short covering is likely to support a strong move in the American markets today. Japan has already reacted with a nearly 3 per cent rally after the results.

He described Nvidia as the world’s most talked-about stock — a “love me, hate me, but can’t ignore me” stock — one that continues to set the mood and direction for global markets.

Impact on your portfolio

Indian IT stocks saw sharp gains over the past three sessions due to the reverse-AI trade. According to Singhvi, this rally may now slow as global leadership shifts back to top AI names following Nvidia’s numbers. The speed of gains in domestic IT stocks may cool.

However, he said there is no risk of a steep correction. These stocks have already seen strong breakouts, and any impact is likely to be limited to slower momentum rather than a major decline.