Nvidia CEO Huang on Blackwell Sales, Vera Rubin and China
Youtube· 2025-11-20 00:42
Core Insights - The company is experiencing unprecedented demand for its Blackwell GPUs, with sales described as "off the charts" and a forecast of $500 billion for growth potential [1][2][3] - The supply chain is robust, with strong partnerships with major manufacturers like TSMC and memory partners such as SK Hynix, Micron, and Samsung, ensuring a well-planned supply chain for upcoming products [3][4][5] Product Development - The Vera Rubin chip development is progressing well, with around 20,000 engineers working on bringing it from silicon to systems, indicating a strong commitment to innovation and product readiness [5][6] - The company is on track to deliver Vera Rubin by Q3 of next year, maintaining an annual product release cycle, which is expected to be a significant success [6][8] Market Dynamics - The Chinese market is currently forecasted to contribute zero revenue due to regulatory challenges, but the company remains committed to re-engaging with this important market in the future [10][12][13] - The U.S. Commerce Department has allowed the export of Blackwell chips to specific markets, indicating a cautious but strategic approach to international sales [14][15] Energy and Infrastructure - The company is growing at a rate of 60% annually, which presents challenges in energy sourcing and infrastructure development, necessitating collaboration with energy providers to ensure readiness for market deployment [16][17] - The extensive network of partnerships across various cloud service providers positions the company advantageously to meet diverse energy needs globally [18] AI and Market Demand - There is exponential growth in compute demand driven by AI applications, with significant partnerships with companies like Anthropic, indicating a strong market presence and future growth potential [25][22][23] - The company is focused on disciplined investment and build-out strategies to support the rapid scaling of AI technologies, ensuring alignment with market demand and financing capabilities [21][22]
ROSEN, A TOP RANKED LAW FIRM, Encourages Inspire Medical Systems, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - INSP
Newsfile· 2025-11-20 00:41
Core Viewpoint - Rosen Law Firm is encouraging investors of Inspire Medical Systems, Inc. to secure legal counsel before the January 5, 2026 deadline for a class action lawsuit related to the company's stock performance during the specified class period [2][4]. Group 1: Class Action Details - The class period for the Inspire Medical Systems, Inc. stock is from August 6, 2024, to August 4, 2025, inclusive [2]. - Investors who purchased common stock during this period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [3]. - A class action lawsuit has already been filed, and potential lead plaintiffs must act by January 5, 2026 [4]. Group 2: Legal Representation - Investors are advised to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience [5]. - The Rosen Law Firm has a history of successful settlements, including the largest securities class action settlement against a Chinese company, and has recovered hundreds of millions for investors [5]. Group 3: Case Allegations - The lawsuit alleges that Inspire Medical misrepresented key facts about its Inspire V sleep apnea device, including market demand and necessary steps for its launch [6]. - Defendants are accused of issuing materially false and misleading statements that led investors to believe in strong demand for the device, resulting in investor damages when the truth was revealed [6].
Brookfield Infrastructure Corporation Announces At-the-Money Equity Issuance Program
Globenewswire· 2025-11-20 00:40
Core Viewpoint - Brookfield Infrastructure Corporation has initiated an "at the market" equity issuance program allowing for the sale of up to $400 million of class A exchangeable subordinate voting shares to enhance financial flexibility and support corporate activities [1][2][4]. Group 1: ATM Program Details - The ATM Program allows Brookfield Infrastructure Corporation to sell shares directly from treasury at prevailing market prices through various exchanges [2][6]. - The program is designed to be non-dilutive, maintaining the overall number of LP Units and BIPC Shares outstanding [5]. - The net proceeds from the ATM Program will be used for repurchases of LP Units under the normal course issuer bid program and for general corporate purposes [4][5]. Group 2: Regulatory and Legal Framework - The ATM Program is supported by a Distribution Agreement with Canadian and U.S. agents, and it complies with applicable securities laws [6][7]. - The program will terminate upon the earlier of the sale of all BIPC Shares, termination of the Distribution Agreement, or on February 28, 2027 [6]. Group 3: Company Overview - Brookfield Infrastructure is a global infrastructure company focused on high-quality, long-life assets across various sectors, generating stable cash flows [11][12]. - The company is part of Brookfield Asset Management, which manages over $1 trillion in assets [12].
ROSEN, A RESPECTED AND LEADING FIRM, Encourages Freeport-McMoRan Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - FCX
Newsfile· 2025-11-20 00:38
Core Viewpoint - Rosen Law Firm has filed a class action lawsuit on behalf of investors who purchased Freeport-McMoRan Inc. securities between February 15, 2022, and September 24, 2025, alleging misleading statements and safety issues at the Grasberg Block Cave mine in Indonesia [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Freeport-McMoRan did not ensure adequate safety at its Grasberg Block Cave mine, leading to heightened risks for workers [5]. - It is alleged that the company failed to disclose these risks, which included regulatory, litigation, and reputational risks, resulting in materially false and misleading statements about its business and operations [5]. - Investors are encouraged to join the class action, with the deadline to serve as lead plaintiff set for January 12, 2026 [1][3]. Group 2: Investor Guidance - Investors who purchased Freeport-McMoRan securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. - The firm has a history of significant recoveries for investors, including over $438 million in 2019 alone [4].
Are CBA shares worth considering in November?
Rask Media· 2025-11-20 00:37
Commonwealth Bank of Australia share price is on watch this month as ASX investors scramble to put a rough valuation on the company. In this update, you’ll discover how to value a bank share like Commonwealth Bank of Australia, but remember this is just a quick version.Theshare price is on watch this month as ASX investors scramble to put a rough valuation on the company. In this update, you’ll discover how to value a bank share like Commonwealth Bank of Australia, but remember this is just a quick version. ...
Enhanced Fortifies Executive Leadership Team & Board of Directors
Prnewswire· 2025-11-20 00:32
Core Insights - Enhanced has strengthened its executive leadership team and board of directors to drive operational excellence and prepare for the inaugural Enhanced Games scheduled for May 24, 2026 [1][10]. Executive Appointments - Maximilian Martin, Co-Founder, has been appointed as CEO, taking over operational leadership from Founder Dr. Aron D'Souza, who remains a shareholder [2]. - Christian Angermayer has been appointed as Executive Chairman of the board, bringing extensive experience as an entrepreneur and financier with over $7 billion in assets under management [3]. - Jim Murren joins the board, bringing a strong background in leading global entertainment companies, including his tenure as Chairman and CEO of MGM Resorts [4][5]. Financial Leadership - Sid Banthiya has been named Chief Financial Officer, with over two decades of experience in finance and operations, previously holding key roles at Milk Bar and Blue Apron [6]. Brand and Sporting Operations - Alex Lopez has been promoted to Chief Brand Officer, tasked with global brand positioning and go-to-market strategy, leveraging his extensive experience at Nike [7]. - Rick Adams has been appointed Chief Sporting Officer, overseeing events and athlete management, with a distinguished background in high-performance athletic operations [8]. Communications Strategy - Chris Jones has been appointed Chief Communications Officer, responsible for public affairs and investor relations, previously serving at FanDuel and Interpublic Group [9]. Company Vision - The expansion of the leadership team signifies Enhanced's commitment to attracting top talent to build a sustainable business and position the Enhanced Games as an innovator in sports [10]. - Enhanced aims to revolutionize the Performance Medicine category, providing products that optimize health, performance, and recovery for athletes and consumers alike [10][12].
Palo Alto (PANW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-11-20 00:31
For the quarter ended October 2025, Palo Alto Networks (PANW) reported revenue of $2.47 billion, up 15.7% over the same period last year. EPS came in at $0.93, compared to $0.78 in the year-ago quarter.The reported revenue represents a surprise of +0.52% over the Zacks Consensus Estimate of $2.46 billion. With the consensus EPS estimate being $0.89, the EPS surprise was +4.49%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...
Compared to Estimates, Copa Holdings (CPA) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-11-20 00:31
Core Insights - Copa Holdings reported revenue of $913.15 million for Q3 2025, a 6.8% year-over-year increase, with an EPS of $4.20 compared to $3.50 a year ago [1] - The revenue was slightly below the Zacks Consensus Estimate of $914.95 million, resulting in a surprise of -0.2%, while the EPS exceeded the consensus estimate of $4.03 by +4.22% [1] Financial Performance Metrics - Load Factor was reported at 88%, exceeding the average estimate of 87.1% [4] - PRASM (Passenger revenue per ASM) was 10.5 cents, slightly below the average estimate of 10.56 cents [4] - Yield was reported at 11.9 cents, compared to the average estimate of 12.12 cents [4] - Average Price Per Fuel Gallon was $2.44, slightly lower than the average estimate of $2.46 [4] - ASMs (Available seat miles) totaled 8.24 billion, slightly below the estimate of 8.28 billion [4] - CASM Excluding Fuel was 5.6 cents, better than the average estimate of 5.75 cents [4] - CASM was reported at 8.5 cents, compared to the average estimate of 8.6 cents [4] - RPMs (Revenue passenger miles) were 7.25 billion, slightly above the average estimate of 7.22 billion [4] - RASM was reported at 11.1 cents, below the average estimate of 11.3 cents [4] - Fuel Gallons Consumed was 96.10 million gallons, lower than the estimate of 96.71 million gallons [4] - Total Number of Aircraft was 121, exceeding the average estimate of 120 [4] - Operating Revenues from Passenger revenue were $861.34 million, below the average estimate of $874.71 million, but represented a year-over-year increase of +5.3% [4] Stock Performance - Shares of Copa Holdings have returned -3.2% over the past month, compared to a -0.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Nvidia Stock in an AI Bubble? The AI Giant's Fantastic Q3 Results and Guidance Should Put That Concern to Rest
The Motley Fool· 2025-11-20 00:30
The AI tech leader's Q3 results and guidance indicate that the AI market remains powerful.Shares of Nvidia (NVDA +2.92%) are up 4.5% in Wednesday's after-hours trading as of 5:57 p.m. ET, following the artificial intelligence (AI) tech leader's release of its report for its third quarter of fiscal 2026 (ended Oct. 26, 2025).Investors' positive reaction is attributable to Q3 revenue and adjusted earnings per share both beating Wall Street's estimates, and Q4 guidance for both the top and bottom lines also co ...
On any given day there are so many stocks that can make us money, says Jim Cramer
Youtube· 2025-11-20 00:25
last it dawned on me. You can let one stock in this case Nvidia define the entire market even if you like it as much as I do or you can let hundreds of stocks be your teachers. Now on a day where the Dow edged up 47 points as it be advanced 38% NASDAQ gained.5%.We can indeed decide all that matters is Nvidia which reported would look to be outstanding numbers after the bell. Or how about this. Why don't we try to learn about the entire syllabus of stocks in the rest of the market for a change.So on any give ...