>>> HI, THERE. GOOD THURSDAY MORNING. A MAJOR NEW MOVE ON THE EPSTEIN FILES OVERNIGHT.>> THE CLOCK NOW TICKING ON THEIR RELEASE. IT IS NOVEMBER 20th. THIS IS "TODAY." >>> BREAKING OVERNIGHT, PRESIDENT TRUMP SIGNS THE BILL ORDERING THE JUSTICE DEPARTMENT TO GO PUBLIC WITH ITS RECORDS ON JEFFREY EPSTEIN IN THE NEXT 30 DAYS.BUT THIS MORNING, GROWING QUESTIONS OVER JUST HOW MUCH WILL ACTUALLY BE RELEASED. >> WE WILL CONTINUE TO FOLLOW THE LAW WITH MAXIMUM TRANSPARENCY WHILE PROTECTING VICTIMS. >> WE'LL HAVE THE ...

In this piece, we will look at the stocks Jim Cramer discussed.In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the weakness in the stock market as technology stocks headed towards ending a seven-month winning streak. Cramer’s remarks came before AI chip giant NVIDIA’s earnings report and after co-host Carl Quintanilla mentioned a Bank of America survey that didn’t do much to quell market uneasiness. BofA’s Global Fund Manager Survey outlined that a net 20% of managers part of the ...

Core Insights - authID has joined the NVIDIA Connect Program, marking a significant milestone in its development as a leader in biometric identity authentication and AI security [1][2][3] Company Overview - authID specializes in biometric identity authentication, ensuring enterprises can accurately verify user identities to prevent cybercrime [4] - The company utilizes a patented biometric identity platform with a False Positive Rate of 1 in 1 billion, providing high assurance and speed while preserving user privacy [4] NVIDIA Connect Program Participation - Joining the NVIDIA Connect Program allows authID to access advanced GPU technologies and AI frameworks, enhancing its AI security architecture [3] - The collaboration with NVIDIA aims to support enterprises in deploying AI agents with accountability and transparency, addressing the governance gap in Agentic AI [2][3] Strategic Goals - The partnership with NVIDIA is expected to accelerate the development of GPU-powered biometric and policy engines for real-time monitoring of both human and AI agents [3] - authID's commitment to serving customers within the NVIDIA ecosystem focuses on providing AI Agent security that evolves alongside Agentic AI advancements [4]

Core Insights - AWS and HUMAIN have expanded their partnership to deploy and manage up to 150,000 AI accelerators in an "AI Zone" in Riyadh, Saudi Arabia, aiming to drive global AI innovation [2][8] - The AI Zone will utilize NVIDIA's GB300 AI infrastructure and AWS's Trainium AI chips to support a wide range of AI workloads, enhancing the capabilities for model training and inference [3][4] - This collaboration is part of a broader strategy to invest over $5 billion in AI infrastructure and services in Saudi Arabia, with a focus on developing local talent and advanced AI solutions [6][11] Partnership Details - AWS will become HUMAIN's preferred AI partner globally, facilitating the delivery of AI compute and services to customers worldwide [2][8] - The partnership includes the integration of specialized AWS generative AI services, such as Amazon Bedrock, which will provide customers with access to leading foundation models [5][8] - HUMAIN will join the AWS Solution Provider Program, enhancing the AI Zone's capabilities and accelerating AI adoption across the region [6][10] Economic Impact - The AI Zone is expected to support both national AI needs and the growing global demand for compute, contributing to Saudi Arabia's ambition to become a global AI leader [5][10] - AWS plans to train 100,000 Saudi citizens in cloud computing and generative AI, with a specific initiative to upskill 10,000 women, preparing the workforce for an AI-driven economy projected to add $130 billion to the nation's GDP by 2030 [11]

Core Insights - Ariel Global Fund's third-quarter 2025 performance was +4.99%, underperforming the MSCI ACWI Index (+7.62%) and MSCI ACWI Value Index (+6.13%) [1] - The fund's performance was influenced by AI enthusiasm, resilient corporate earnings, the first U.S. rate cut of the year, and targeted policy easing across key regions [1] Company Highlights - Intel Corporation (NASDAQ: INTC) reported a one-month return of -7.02% but a 52-week gain of 42.98%, with a market capitalization of $163.754 billion as of November 18 [2] - Intel's revenue for the third quarter of 2025 was $13.7 billion, reflecting a 6% sequential increase [4] - A strategic partnership with NVIDIA was announced, involving a $5 billion investment in Intel common stock, aimed at co-developing custom data center and personal computing solutions [3] Investment Considerations - Intel's ambitious turnaround strategy includes significant investments in manufacturing and foundry services, supported by U.S. and European government subsidies [3] - Despite execution risks, Intel's scale and engineering capabilities position it as a key player in the AI and computing sectors [3] - The company is not among the top 30 most popular stocks among hedge funds, with 82 hedge fund portfolios holding Intel shares at the end of Q2 2025, down from 91 in the previous quarter [4]

Core Insights - Penguin Solutions announced support for the latest NVIDIA DGX B300 and RTX PRO 6000 GPUs in its OriginAI solution portfolio, aimed at enhancing AI infrastructure for organizations transitioning from pilot projects to production [1][2][8] Product Features - The OriginAI solution will support NVIDIA DGX B300, which offers up to 72 petaFLOPs of training throughput and 144 petaFLOPs of inference performance, and the RTX PRO 6000 with 96 GB of GDDR7 memory [3][4] - OriginAI architectures can scale from 1/4-pod configurations to over 90 pods, accommodating deployments from 64 to more than 24,000 GPUs [5][6] Service and Support - Penguin Solutions, as an NVIDIA DGX-Ready Managed Services Provider, combines advanced GPUs with validated infrastructure architectures and expert services to simplify deployment and accelerate AI adoption [4][5] - The ICE ClusterWare software enhances infrastructure performance and simplifies AI cluster management, introducing features like multi-tenancy and anomaly detection [7][8] Availability - The general availability of the OriginAI solution with the latest NVIDIA configurations is scheduled for early 2026 [8]

Core Insights - Micropolis Holding Co. has launched a new industrial-grade, IP67-rated Edge Computing Unit powered by NVIDIA Orin SOC, designed for high-performance, low-latency AI processing on its Microspot platform [1][4] - The new Edge Computing Unit enhances the capabilities of Micropolis's autonomous robots and fixed installations, enabling advanced AI applications in law enforcement, border control, and national security without relying on cloud connectivity [2][4] - The units can operate as a distributed edge network, improving situational awareness and operational resilience across large areas [3] Company Overview - Micropolis is a UAE-based developer specializing in autonomous mobile robots and AI-driven security solutions, with a focus on unmanned ground vehicles (UGVs) and smart infrastructure [5] - The company has been a member of the NVIDIA Inception Program since 2022, integrating advanced AI acceleration technologies into its systems [2] Product Features - The Edge Computing Unit is designed for durability and field readiness, featuring industrial-grade Ethernet for high-speed data flow and secure, low-latency processing [6] - Multiple performance configurations are available for clients, including options of 8 GB, 16 GB, 32 GB, and 64 GB to meet diverse operational requirements [6]

>> A GLOBAL SELLOFF IN STOCKS EXTENDING TO A FOURTH DAY AS INVESTORS SHIFT AWAY FROM RISKIER ASSETS AMID LINGERING UNCERTAINTY. DONALD TRUMP SAYS HE WOULD APPROVE THE SALE OF F-35 FIGHTER JETS TO SAUDI ARABIA, A MOVE THAT COULD POTENTIALLY ALTER THE MILITARY BALANCE IN THE MIDDLE EAST. AND WE ARE AT BLOOMBERG'S INAUGURAL AFRICA BUSINESS SUMMIT IN JOHANNESBURG.JOINING US, EGYPT'S MINISTER OF INVESTMENT IN FOREIGN TRADE AND THE CEO AND MANAGING DIRECTOR FOR SUB-SAHARAN AFRICA AT LOGISTICS GIANT DP WORLD. I AM ...

The explosive growth in AI so far happened at a low point cyclically for semis, enabling a smooth ramp to 12x+ revenue growth in the last 10 quarters - but the fabs are starting to become full, which shifts value add to commodities and semicaps. The strength in AI semis is starting to enter a phase that strains overall semiconductor capacity. In the last ten quarters, NVIDIA has grown its data center revenue from $3.6bn to $49bn, a remarkable ascent which has required unprecedented supply chain dynamism fro ...

Core Insights - nVent Electric plc has introduced new modular liquid cooling solutions aimed at meeting the cooling requirements of next-generation AI chips, showcasing these innovations at SC25 [1][3][12] - The company is collaborating with Siemens to develop a liquid cooling and power reference architecture tailored for hyperscale AI workloads [8] Product Offerings - The new product portfolio includes modular and scalable row-based coolant distribution units (CDUs), next-generation power distribution units (PDUs), and advanced technology cooling system manifolds [3][4] - nVent's CDUs and PDUs feature a common control platform designed to enhance reliability and improve user experience for data center operators [3] Industry Collaboration - nVent is participating in Project Deschutes, exhibiting a new CDU design based on Google's specifications, which aims to accelerate the adoption of liquid cooling in data centers [9] - The company is leveraging its extensive experience and technical expertise to address unique challenges faced by customers in the data center industry [2][7] Educational Initiatives - nVent will host "Tech Talks" at SC25 to provide insights into new products and address critical industry questions, supporting data center managers in deploying the latest AI technology [11] - Industry experts from nVent, NVIDIA, Lenovo, HPE, and AMD will participate in a panel discussion on the evolution of liquid cooling technology [10] Marketing Campaign - nVent is launching a new marketing campaign titled "We Do Cool Stuff" to highlight its leadership and innovation in the data center industry [12][13]