Fast Money Blog- 11/21/25
It was another busy week on Wall Street, with both Nvidia and Walmart reporting their earnings.
On Wednesday, Nov. 19th, NVIDIA Corporation (NVDA) released its Q3 2026 earnings with record quarterly revenue of $57 billion, up 62% year-over-year. Year-over-year revenue has now exceeded 50% for ten straight quarters, dating back to mid-2023.
How NVDA’s Revenue Broke Down
Third-quarter data center revenue was a record $51.2 billion, up 25% from the previous quarter and up 66% from a year ago. NVIDIA’s data center business includes GPU-accelerated data centers, AI software, and networking solutions.
It’s important to note that Nvidia controls about 90 percent of the market for the chips used in A.I. projects, and its earnings are a pacesetter for the tech industry, which is investing trillions of dollars in big data centers all over the world.
NVDA’s gaming division, which includes its chips for playing 3D games, grew 30% year-over-year to $4.3 billion.
In addition, the company’s automotive and robotics division reported quarterly revenue growth of 32% year-over-year to $592 million. Although this segment is only a small part of Nvidia’s revenue, the company has highlighted it as a growth opportunity.
These earnings are clearly amazing, but we will have to carefully monitor NVDA’s growth in 2026.
On Thursday, Nov. 20th, Walmart, Inc. (WMT) released its Q3 2026 earnings report with top-line revenue of $179.5 billion, up 6% year-over-year. The company pointed out that revenue for groceries increased in the low single digits, and that segment makes up about 60% of its U.S. sales.
Q3 Highlights
Same-store sales at its U.S. business also topped expectations, rising 4.5% year-over-year.
The company reported a 1.8% rise year-over-year in foot traffic and a 2.7% rise in the average ticket at its U.S. stores.
Walmart's global eCommerce sales rose 27% in the quarter year-over-year.
I think WMT is a great long-term hold, as most people in the middle of country live within 10 miles of a Walmart or Sam's Club. In addition, people have a good relationship with the Walmart brand.
Therefore, I expect sales to continue to grow over the next four years.
All of Wealthy Investor stocks that we trade or invest in saw incredible revenue growth this quarter. I suspect many of the same stocks will have spectacular fiscal revenue growth as well.
I will continue to guide you through all of the volatility in the market in 2026 and beyond.
Stay open and stay positive!
Tyrone Jackson, The Wealthy Investor