Super excited to be here with Dario and Jensen. What both of you are doing - NVIDIA at the silicon layer and Anthropic at the cognition layer is shaping what every developer and every organization will be able to build on going forward. On our side, we have been scaling NVIDIA across this fungible Azure fleet at the speed of light.Something that Jensen's been talking to me about for multiple years now, and we're continuing to set pace, including with the AI superfactory we announced just last week. And we h ...

Nvidia is set to report its latest quarterly results after the closing bell Wednesday, with traders expecting a big move in the AI chipmaker's stock. https://t.co/asFC1zpshl ...

Core Viewpoint - Nvidia (NVDA) is anticipated to report its third-quarter fiscal 2026 results on Nov. 19, with recent share price momentum declining despite significant year-to-date gains, suggesting a potential investment opportunity in NVDA-heavy ETFs [1][2]. Summary by Sections Earnings Expectations - Nvidia has an Earnings ESP of +3.17% and a Zacks Rank of 2 (Buy), indicating a strong likelihood of beating earnings expectations [4]. - The Zacks Consensus Estimate predicts a 55.7% year-over-year revenue growth and a 53.1% earnings growth for the fiscal third quarter [5]. Analyst Sentiment - Wall Street analysts maintain a bullish outlook on Nvidia, with an average recommendation of 1.29 on a scale of 1 to 5, where 1 is Strong Buy and 5 is Strong Sell [6]. - 85.42% of recommendations are Strong Buy, while 4.17% are Buy, reflecting strong confidence in Nvidia's performance [6]. Price Targets - The average price target for Nvidia, based on short-term estimates from 43 analysts, is $235.51, indicating a potential upside of 26.2% from its last closing price of $186.60 [7]. Investment Opportunities in ETFs - The combination of bullish ratings and favorable pre-earnings metrics suggests that Nvidia shares are likely to rally post-earnings, making NVDA-focused ETFs attractive investment options [8]. NVDA-Heavy ETFs - **VanEck Semiconductor ETF (SMH)**: Total net assets of $35.28 billion, with NVDA holding 18.60% weightage. The fund has surged 40.5% year to date and charges 35 basis points in fees [9][10]. - **Strive U.S. Semiconductor ETF (SHOC)**: Net assets of $131.28 million, with NVDA at 20.46% weightage. The fund has increased by 42.5% year to date and charges 40 basis points in fees [11]. - **VanEck Fabless Semiconductor ETF (SMHX)**: Total net assets of $157.25 million, with NVDA holding 20.74% weightage. The fund has gained 26.5% year to date and charges 35 basis points in fees [12].

The weakness followed another volatile stretch for the US market. Home Depot was among the biggest drags after reporting summer-quarter profit below expectations, with the retailer attributing the shortfall to fewer major storms, anxious consumers and a continuing slowdown in the housing market. The company’s shares fell 3.1% and it cut its fiscal 2025 adjusted earnings guidance while raising its sales growth outlook.The rout in artificial-intelligence-related stocks continued to shape market direction. Nvi ...

US stocks retreated on Tuesday as worries about an AI bubble and the broader US economy continued to set markets on edge, with a pivotal Nvidia (NVDA) earnings report and shutdown-delayed jobs data on the horizon. The Dow Jones Industrial Average (^DJI) fell over 1.1%, more than 500 points, coming off the worst three-day run for the blue-chip benchmark since April. The tech-heavy Nasdaq Composite (^IXIC) pulled back nearly 1.4%. The S&P 500 (^GSPC) was roughly 1% lower, eyeing its fourth consecutive losin ...

Market Sentiment - The current market sentiment is characterized by a risk-off attitude, reflected in rising bond yields and the VIX index [1][2][6] - There is uncertainty surrounding Nvidia's upcoming earnings report, with concerns about potential deceleration in growth impacting market sentiment [2][3][4] Nvidia and AI Sector - Nvidia's earnings are highly anticipated, with many stocks tied to its performance, leading to elevated levels of implied volatility for approximately 15 to 20 companies [2][3] - The market is jittery about Nvidia's ability to maintain growth, with a recent sell-off of $25 and trading below its 50-day moving average [3][4] Economic Indicators - Recent jobless claims data showed a slight increase to 232,000 for the week of October 18th, while continuing claims were reported at 1.947 million, slightly lower than the previous week [5][6] - There is skepticism regarding the relevance of this jobless claims data, as it reflects a market situation from a month ago [6][7] Bitcoin Market - Bitcoin has experienced significant volatility, recently dropping below $90,000 before recovering slightly to around $91,420 [8][9] - The cryptocurrency market is currently facing a downturn, with Bitcoin erasing all of its 2025 gains and discussions of a potential "crypto winter" emerging [10][11] Upcoming Events - Key upcoming events include Nvidia's earnings report and a non-farm payrolls data release, which are expected to influence market dynamics significantly [10]

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the ...

Chaay_Tee / iStock via Getty Images 24/7 Wall St. Key Points: Stocks started the week on a down note as technology once again led the major indices lower. Selling in the Magnificent 7 stocks was mixed across the board, as Alphabet, which received a boost over the weekend following the report that Berkshire Hathaway had initiated a significant position in the company, was a notable exception. Traders are anxiously awaiting the September job numbers that are expected to be released on Thursday after a ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens through thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying after a sell-off, which may indicate confidence in the company's future performance [1] - Professional background checks are conducted on insiders who purchase shares, adding an additional layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points for positions, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]

Core Insights - Supermicro is launching complete, turnkey solutions based on NVIDIA-Certified Systems to enhance AI factory deployment and accelerate time-to-online [1] Group 1: Company Overview - Super Micro Computer, Inc. (SMCI) is positioned as a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge [1] Group 2: Product Offerings - The new solutions leverage Supermicro's Data Center Building Block Solutions (DCBBS) and NVIDIA's latest accelerated computing platforms [1] - Supermicro's AI Factory solutions utilize NVIDIA Enterprise Reference Architectures, ensuring seamless plug-and-play deployment through single and multi-rack validation and testing [1] Group 3: Market Impact - The initiative aims to streamline the AI development process from concept to production at any scale, addressing the growing demand for efficient AI solutions [1]