Youtube·2025-10-29 14:37分组1 - Nvidia is set to open with a $5 trillion market cap, marking the first company to reach this milestone, following a record high stock close after announcing new technologies and partnerships at its GTC event [1][6][36] - CEO Jensen Wang indicated that data center revenue for Nvidia could exceed Wall Street's expectations, with projections suggesting over $500 billion in revenue from new chips [2][8][9] - Nvidia has formed partnerships with companies like Uber and Lucid, and is exploring autonomous flight with Joby, contributing to positive market sentiment [10][11] 分组2 - The Federal Reserve is expected to cut interest rates by a quarter percentage point, with a focus on the implications of this decision during the press conference [3][25][30] - Boeing reported a revenue increase of 30% year-over-year but faced a core loss per share due to a $4.9 billion charge related to delays in the 737X jet certification [17][18] - Caterpillar exceeded earnings estimates driven by rising demand for energy equipment, particularly in AI data centers [34] 分组3 - Major tech companies including Alphabet, Meta, and Microsoft are set to report earnings, with high expectations surrounding their performance [13][14] - Fiserv's shares dropped nearly 40% after cutting its full-year profit forecast, following a 3% revenue decline in its financial solutions segment [35]