Schwab Center's chief investment strategist, Liz Ann Sonders, pushed back against the notion that retail investors "must†hold Nvidia (NASDAQ: NVDA) in massive quantities in a CNBC interview today. Ac... ...

Core Insights - Semrush (SEMR) experienced a significant increase of over 70% following Adobe Inc's announcement to acquire the search engine marketing platform for $1.9 billion in cash [1] Company Summary - Semrush's stock price surged due to the acquisition news, indicating strong market confidence in the company's value and growth potential post-acquisition [1] - Adobe Inc's strategic move to acquire Semrush highlights the importance of search engine marketing tools in enhancing digital marketing capabilities [1]

The Abu Dhabi Investment Council significantly expanded its exposure to Bitcoin during the third quarter, increasing its position in BlackRock's iShares Bitcoin Trust ETF shortly before a sharp correc... ...

Plug Power Inc. (NASDAQ: PLUG) opened nearly 20% down this morning after the hydrogen fuel cell specialist announced a $375 million convertible notes offering. Investors are bailing on PLUG shares mos... ...

Core Insights - Alphabet stock (NASDAQ: GOOG) reached a new 52-week high of $303.81, driven by investor confidence in the company's AI strategy and robust cloud performance [1] Company Performance - The stock's recent increase reflects strong market sentiment towards Alphabet's advancements in artificial intelligence and its cloud services [1]

Tesla's stock advanced on Wednesday as investors weighed fresh developments surrounding Elon Musk's ventures, including a major funding round for xAI and regulatory progress in the company's nascent r... ...

Nvidia's extraordinary profitability, a 74% gross margin that towers over the semiconductor industry, faces its first real stress test today. As the company reports Q3 results, investors will scrutini... ...

Core Insights - Dycom Industries stock experienced a nearly 18% surge following strong third-quarter results that exceeded analyst expectations [1] - The company provided a significant upward revision to its fiscal 2026 guidance as a result of the strong performance [1] Financial Performance - The third-quarter results were described as "crushing" analyst expectations, indicating a robust financial performance [1] - The specific financial metrics that contributed to this performance were not detailed in the provided content [1] Future Outlook - The upward revision to fiscal 2026 guidance suggests a positive outlook for the company, reflecting confidence in continued growth [1] - The implications of this guidance revision for investors and market positioning were not elaborated in the content [1]

Core Viewpoint - US stocks remained relatively stable as traders awaited Nvidia's earnings report, which is anticipated to address concerns regarding high valuations in the artificial intelligence sector [1] Group 1: Market Reaction - Traders are closely monitoring Nvidia's upcoming earnings report to alleviate worries about inflated valuations in the AI industry [1] - The stability in US stocks indicates a cautious approach from investors ahead of significant earnings announcements [1] Group 2: Industry Context - The artificial intelligence sector is currently facing scrutiny over its valuation levels, prompting a need for reassessment based on upcoming financial results [1]

Nvidia stock price has pulled back in the past two weeks, moving from the year-to-date high of $212 to $180. This retreat will either accelerate or reverse once the company publishes its financial res... ...