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The Trump Market: A Rollercoaster of Deals, Threats, and Gold Crowns
Stock Market News· 2025-10-29 18:00
Group 1: Trade Agreements and Market Reactions - President Trump announced a "pretty much finalized" trade deal with South Korea, involving $350 billion in investments to the U.S., with tariffs on South Korean imports decreasing from 25% to 15% [2] - The market reacted positively to the South Korea deal, although specific immediate percentage gains on Asian indices were not available [2] - The U.S.-China trade relationship remains volatile, with Trump expressing optimism about a potential deal with China, suggesting a reduction in tariffs in exchange for cooperation on fentanyl precursor chemicals [8] Group 2: Market Volatility and Stock Performance - Following Trump's announcement of a 100% tariff on Chinese exports, the Dow Jones Industrial Average fell by 878.82 points (1.90%), and the S&P 500 dropped by 2.71%, resulting in a loss of $1.5 trillion in market value [3] - The market rebounded shortly after, with the S&P 500 rising by 1.6% and the Dow Jones climbing by 1.3% due to Trump's softened tone on China [4] - Trump Media & Technology Group (DJT), the parent company of Truth Social, saw its stock rise over 6% after announcing plans to enter the prediction markets business [5] Group 3: Stock Predictions and Analyst Sentiment - DJT's stock has experienced significant volatility, with a beta coefficient of 1.67 and a 52-week low of $15.40, with some analysts predicting a further drop to $9.15 per share by late November 2025 [6] - Analysts have coined the term "TACO" (Trump Always Chickens Out) to describe Trump's tendency to retract tariff threats, reflecting the market's sensitivity to his statements [4][10] - The market's reaction to Trump's statements indicates a reliance on his confidence, as seen with Nvidia shares rising following positive comments from its CEO regarding Trump's trade negotiation abilities [10]
Nvidia's $5 trillion market cap is equivalent to around 25 Disneys, 50 Nikes and more than 3,000 JetBlues
CNBC· 2025-10-29 17:56
Core Insights - Nvidia has become the first company to exceed a $5 trillion market capitalization, highlighting its significant position in the market [1] - The stock price increased by as much as 5.5% during the session, contributing to its rise above the $5 trillion milestone [1] - Nvidia's strong performance is attributed to its leadership in the artificial intelligence sector, making it a favored choice among both retail and institutional investors [1]
A Lot Can Go Wrong for Nvidia, Says Analyst Goldberg
Youtube· 2025-10-29 17:53
ON THURSDAY THE PRESIDENT OF THE UNITED STATES AND THE CHINESE LEADER MEETING. PLUS, MORE TECH EARNINGS. APPLE AND AMAZON.LET'S STICK WITH TECH. NVIDIA ON TRACK TO BECOME THE FIRST FIVE TRILLION DOLLARS COMPANY AS PRESIDENT DONALD TRUMP FUELS HOPES OF BLACKWELL CHIP SALES IN CHINA. JAY GOLDBERG OF SEAPORT HOLDS THE SOLE SALE -- SELL RATING ON NVIDIA WITH A $100 PRICE TARGET, SAYING THERE IS A LOT MORE THAT CAN GO WRONG WITH NVIDIA THEN CAN GO RIGHT.WELCOME BACK TO THE PROGRAM. 73 BUYS. SIX HOLDS.YOURSELF. W ...
Nvidia becomes first company valued at $5 trillion as U.S. stocks rise toward records
PBS News· 2025-10-29 17:26
Market Overview - U.S. stocks are rising, with the S&P 500 up 0.3%, Dow Jones Industrial Average up 271 points (0.6%), and Nasdaq composite up 0.5%, all approaching record highs [1] - The bond market remains steady as investors await the Federal Reserve's interest rate announcement, with expectations for a second rate cut this year [2] Company Performance - Caterpillar's stock surged 12.2% after reporting stronger-than-expected profit and revenue, citing resilient demand for equipment [3] - Teradyne's shares soared 19.4% following a strong profit report, driven by robust demand related to artificial intelligence applications [3] - Nvidia's stock rose 2.7%, making it the first company valued at $5 trillion, just three months after surpassing the $4 trillion mark [3] Negative Company News - Fiserv's stock plummeted 40.3% after reporting weaker-than-expected profit, cutting its profit forecast, and undergoing leadership changes, marking its worst trading day since 1986 [4] - Mondelez International's shares fell 3.7% despite reporting stronger results, as the company faces challenges from record-high cocoa inflation [5]
Nvidia's record climb to $5 trillion
Youtube· 2025-10-29 17:14
Here it is above $5 trillion for that market cap for Nvidia. Just yesterday, we were talking about Microsoft and Apple being above 4 trillion. Um, and Nvidia says, "Hold my beer." And here we are at 5 trillion for that stock.Take a look at the price action here today. That was the market cap. Whoops.Here's uh I'll get there. I'll get there eventually, folks. Um, take a look at the price action.Nvidia shares are up 5.4% today. Couple of things that are contributing to this latest push higher. First of all, w ...
NVDA Shows Many A.I. Arms at GTC, Cloud Growth Focus in Mag 7
Youtube· 2025-10-29 17:00
Core Insights - The tech sector is expected to report strong earnings, particularly from major companies like Google, Microsoft, and Amazon, with a focus on cloud growth and AI's impact on business [3][4][10] - Nvidia's recent GTC conference highlighted significant revenue potential, with projections of up to $500 billion by 2026, driven by partnerships and demand from hyperscalers [7][9][21] Company Performance Expectations - Azure is predicted to show the fastest cloud growth at over 37%, followed by Google at over 30%, while Amazon is expected to lag at 18% due to infrastructure challenges [4][5] - Nvidia's market cap has surpassed $5 trillion, indicating strong investor confidence and growth potential in AI and cloud services [6][11] Partnership and Collaboration - Nvidia announced multiple partnerships, including with CrowdStrike and the Department of Energy, which are expected to enhance its growth trajectory and market presence [8][12][14] - The collaboration across various sectors, including security and autonomous technologies, is seen as crucial for Nvidia's long-term growth [19][20] Future Growth Opportunities - The potential for Nvidia in the robotics and autonomous vehicle markets is highlighted, with expectations that these sectors could surpass the data center market in economic opportunity [21][22] - Nvidia is actively developing software and hardware for humanoid robots, positioning itself to capitalize on this emerging market [24][25]
JEX AI connects cryptocurrency investors to real-world NVIDIA AI GPUs, enabling them to profit through AI computing leases.
Globenewswire· 2025-10-29 16:54
Core Insights - JEX AI is a decentralized finance (DeFi) protocol that connects cryptocurrency investors with NVIDIA AI GPUs, allowing users to generate revenue by renting out computing power [1][2]. Group 1: Market Opportunity - The DeFi space has many stablecoins backed by treasury revenues, but smaller AI companies face challenges in raising funds for GPU purchases. JEXAI aims to bridge this gap by enabling stablecoin holders to invest in AI GPUs for higher returns [2]. - JEXAI offers returns that significantly exceed those of government bonds, making AI GPUs more accessible to startups and providing cryptocurrency investors with substantial returns [3]. Group 2: Platform Features - JEXAI allows users to invest in high-quality computing power starting at just $10, breaking down barriers such as expensive hardware and high maintenance costs [5]. - The platform requires no hardware purchases, as users can leverage JEXAI's resources to utilize data and AI for risk reduction and profit maximization [6]. - All operations are powered by renewable energy sources, making the platform eco-friendly and cost-effective [7]. Group 3: User Experience - Users can start earning rewards through a simple three-step process: registration, plan selection, and utilizing AI-driven quantitative strategies tailored to investor characteristics [8]. - JEXAI ensures stable daily returns with full principal refunds upon contract maturity, enhancing fund security [9]. - The platform provides an intuitive application for users to monitor their computing power assets, view real-time earnings, and withdraw funds at any time [11]. Group 4: Company Overview - JEXAI is a UK-based AI-powered Web3 financial services platform that combines blockchain, cloud computing, and automation to create a next-generation financial operating environment [12].
Elon Musk's Tesla Fleet Dream—AWS On Wheels
Benzinga· 2025-10-29 16:50
Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk is full of transformational ideas — but he’s "increasingly confident" one of them could work. TSLA stock is moving. Watch the real-time price action here. Musk has explored a distributed AI inference approach that leverages Tesla's fleet of EVs. That means each car becomes a high-performance AI processing node when not driving. Read Next: Nvidia, Oracle To Build DOE’s Largest AI Supercomputer Using 100,000 GPUsHe envisions Tesla’s millions of cars as a network like Am ...
What Nvidia's $5 trillion market cap means for AI stocks, reasons to be bullish on Boeing
Youtube· 2025-10-29 16:50
Group 1: Nvidia - Nvidia has reached a market valuation of $5 trillion, becoming the first company to achieve this milestone [3][102]. - The stock price of Nvidia increased by 5.4% following positive developments, including CEO Jensen Huang's remarks at the GTC conference regarding data center revenue expectations exceeding analyst forecasts [4][5]. - The broader semiconductor sector is experiencing gains, with companies like Broadcom, TSM, and AMD benefiting from Nvidia's performance, although Intel and Texas Instruments are exceptions [6][7]. Group 2: Boeing - Boeing reported third-quarter revenue and free cash flow that exceeded estimates, but faced a nearly $5 billion write-down due to delays in the 777X program [9][12]. - Despite the write-down, analysts believe Boeing's overall outlook remains positive, with improvements across all segments and positive free cash flow [15][12]. - The company has a significant backlog of 600 planes for the 777X program, indicating strong future demand despite current challenges [12][19]. Group 3: CVS Health - CVS Health reported record revenue for the third quarter and raised its full-year earnings outlook, despite a one-time charge of $5.7 billion related to its healthcare delivery unit [26][27]. - The company is facing challenges in its primary care segment, particularly with Oak Street, due to difficulties in patient reimbursement and a shift in focus back to its core pharmacy business [30][32]. - CVS's medical loss ratio for the quarter was 92.8%, which, while better than expected, remains higher than competitors like United Health [33][34]. Group 4: Tokenization and Securitize - Securitize is set to go public through a SPAC deal valued at $1.25 billion, marking a significant milestone in the tokenization space [43]. - Tokenization is described as a method to modernize capital market transactions by using blockchain technology to improve efficiency and democratize access to assets [45][47]. - The CEO of Securitize emphasized that tokenization represents the actual ownership of assets, providing benefits such as immediate dividend payments and direct voting rights for shareholders [48][50]. Group 5: Market Trends and Analyst Calls - Analysts have raised price targets for Nvidia, with UBS setting a target of $235 and Melius at $300, reflecting optimism about the company's future orders [63][64]. - Apple also saw its price target raised to $320 by Bank of America, driven by expectations of new product introductions and AI's impact on revenue [64]. - Victoria's Secret received an upgrade from UBS, citing management's ability to reposition the brand and potential earnings growth [66].
Helix BioPharma Corp. Announces Fiscal 2025 Year-End Results
Thenewswire· 2025-10-29 16:45
Toronto, Ontario – TheNewswire - 29 October 2025 – Helix BioPharma Corp. (TSX: “HBP”, OTC: “HBPCF”, FRANKFURT: “HBP0”) (“Helix” or the “Company”), a clinical-stage oncology company shaping a near future where today’s hard-to-treat cancers are vincible, today announced financial results for the 2025 fiscal year ended July 31, 2025. OverviewThe Company reported a net loss and total comprehensive loss of $5,205,000 for the year ended July 31, 2025, (July 31, 2024: $9,264,000) and a loss of $0.09 per common s ...