AI to the rescue for now from Marketplace. I'm Sabri Beneshore in for David Brancaccio.

NVIDIA reported earnings yesterday after markets closed, and boy, it did not disappoint.

NVIDIA makes 90% of all chips used in AI, not to mention chips used in gaming.

Tech stocks, including NVIDIA, have been carrying a lot of weight in markets.

And investors had started getting a little worried about whether the AI boom was a bubble.

But Invidia's results have been pretty reassuring.

The BBC's Michelle Flurry has that.

Invidia reported much stronger earnings, the much stronger growth, I think,

than people were necessarily sure would materialize. The company said revenue was 57 billion.

That was up 62% from a year ago. But not only did it see strong demand from big companies like

Amazon, Microsoft and the like. It also said that it continues to see that

demand going forward. So the next three months, it's expecting 75% increase in revenue compared

to a year ago. So that is really what initially is cheering people here on Wall Street.

The question going forward is where that money continues to come from. And I think that is where, certainly, Wall Street. The question going forward is where that money continues to come from.

And I think that is where certainly Wall Street analysts will be quizzing the boss,

Jensen Huang, when he speaks to investors.

That's the BBC's Michelle Flurry there. NVIDIA stock is up about 4.8% in pre-market trading.

In about an hour and a half, we are going to get some really

important data on the U.S. economy. This would be the jobs reported. It tells us about job

creation, the unemployment rate, wage growth. One little snag, though, we're going to get

that data for September, a month late because of the government shut down.

November's numbers will also be late.

...