Weve Just Seen the Best Quarter in 3 Years (In Revenues) or 4 Years (Earnings)

NEW YORK, NEW YORK – NOVEMBER 18: The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. The Dow was down nearly 500 points in morning trading as investors became increasingly concerned about AI stocks and the potential for a bubble. Photo by Spencer Platt/Getty ImagesCommentaryI wrote this last weekend aboard the forty-fourth Forbes Cruise for Investors, where there was a high level of anxiety about a feared “AI bubble,” but I did my best to assure investors that unscrupulous short sellers are merely trying to ruin the market’s party. In the end, these short sellers will be buried by strong revenues and earnings, positive surprises and guidance – and 2026 is likely to deliver more of the same.