Group 1 - Futures for the Dow Jones Industrial Average and S&P 500 rose by 0.2% as Wall Street anticipated the release of the consumer price index (CPI) [1] - Nvidia (NVDA), Palantir Technologies (PLTR), and Tesla (TSLA) were highlighted as early winners in the stock market [1] - Today's CPI report is expected to influence the Federal Reserve's projections regarding future rate cuts at next week's meeting [2] Group 2 - AI stocks, including Palantir and Nvidia, are under scrutiny as revenue performance becomes increasingly important amid a rally in cloud services [4] - The competition in the robotaxi sector is intensifying with Amazon's Zoox launch in Las Vegas and Lyft's expansion in Atlanta [4] - Nvidia is actively investing in startup companies within the quantum computing sector, indicating a growing interest in this emerging technology [4]

Mackenzie Seagalos with those details. What do we know here. Hey Scott.So those shares started to jump up after the company unveiled Quen 3. That's the next generation of its AI model. Now Alibaba says it's more efficient, built to deliver stronger performance while cutting computational costs.This is open source, similar to Deepseek's R1 model, and analysts say that it is a serious threat to rivals in China as well as to the big LLM makers like OpenAI and Anthropic here in Silicon Valley. BU shares also cl ...

Accessibility StatementSkip Navigation SAN JOSE, Calif., Sept. 11, 2025 /PRNewswire/ --Â Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced the broad availability of its NVIDIA Blackwell Ultra solutions. Supermicro is now delivering Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers worldwide. These solutions are purpose-built and pre-validated at system, rack, and data center scale before shipping, enabling ra ...

Key Takeaways Butterfly Network's AI-powered ultrasound showed 0.94 AUROC accuracy in detecting aortic stenosis.Omnicell launched MedTrack and MedVision to improve medication tracking, safety, and efficiency.BFLY and OMCL are Buy-ranked stocks with projected earnings and revenue growth into 2025 and 2026.The global AI in healthcare market is experiencing explosive growth. According to a Fortune Business Insights report, the market is projected to scale from $39.25 billion in 2025 to approximately $504.17 bi ...

The world's most valuable company and chip giant, Nvidia (NVDA), recently revealed its new chip system, aimed specifically at AI-led video and software creation. Named Rubin CPX, Nvidia claims that the platform will boast 8 exaflops of AI performance and 100 TB of fast memory in a single rack. Notably, this is also the first concrete product that has been unveiled under the Rubin architecture—the successor to the Blackwell chips. The Rubin CPX class of GPU is purpose-built for handling very long context, ...

But we begin with two of the biggest tech calls on Wall Street today. Nvidia upgraded to buy from neutral at DAD Davidson. The price target also raised to 210 bucks a share.It was 190 before. DA Davidson's also downgrading Apple to a neutral rating from a prior buy. The t the price target there stays at 250 bucks a share.Let's now bring in the analyst behind both of those calls. Gil Lauria is managing director at DA Davidson. Covers a lot of ground in technology.Gil, thank you very much for being with us he ...

Group 1: Nvidia Analysis - Nvidia has been upgraded to a buy rating from neutral, with a price target raised to $210 per share from $190, reflecting strong optimism about AI adoption and computing needs [1] - The current valuation of Nvidia at 28 times next year's earnings is considered attractive compared to other AI stocks, as it is expected to grow earnings by 30-40%, while Apple is projected to grow earnings by only 10% [5][6] - The rotation of AI investments away from Nvidia has made it the least expensive option in the AI trade, prompting a renewed focus on the company [6] Group 2: Apple Analysis - Apple has been downgraded to a neutral rating from a prior buy, with the price target remaining at $250 per share, due to a lack of significant AI advancements since the last Worldwide Developer Conference [1][7] - The company has not delivered on expected AI capabilities, leading to concerns about low single-digit revenue growth and high single-digit earnings growth, making its current valuation hard to justify [10] - Future potential for Apple could improve if they successfully integrate more AI capabilities into upcoming products, but current execution has not shown signs of imminent progress [12][13]

Modeling and simulation are core pillars of science and engineering workflows. AI surrogate models can enable nearrealtime simulation workflows. To develop such models, it's critical to integrate domain knowledge.But building these knowledge guided models isn't easy. Training a model only on available data restricts its usability as it has very limited generalizability. Existing frameworks also don't cater to approaches that fuse data with domain knowledge.NVIDIA Physics Nemo is an open-source AI physics pl ...

10:15 AM ETJustin Nielsen and Ed Carson analyze Friday's market action and discuss key stocks to watch on Stock Market Today. 10:15 AM ETJustin Nielsen and Ed Carson analyze Friday's market action and... INVESTING RESOURCES Take a Trial Today SPECIAL REPORT: Most Trusted Financial Companies By Category From artificial intelligence powerhouses like Palantir Technologies (PLTR), Nvidia (NVDA) and Alphabet (GOOGL) to IPO Leaders like Karman Space & Defense (KRMN), Reddit (RDDT), Life360 (LIF) and Empro (EMPG), ...

The U.S. stock market surged to fresh record highs in afternoon trading on Thursday, September 11, 2025, buoyed by a combination of favorable inflation data and strong expectations for a Federal Reserve interest rate cut next week. Investors largely shrugged off a mixed jobs report, focusing instead on the broader narrative of easing inflationary pressures and supportive monetary policy. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all extended their gains, continuing a robust rally that ...