Core Insights - NVIDIA reported record revenue of $57 billion for the third quarter, exceeding Wall Street expectations and providing a positive forecast amid concerns about an AI bubble [2][3] - The company anticipates total revenue of approximately $203 billion for 2025, with the current quarter projected to reach $65 billion, reflecting a 65% year-over-year growth [3] - CEO Jensen Huang emphasized strong demand for AI chips and highlighted a sales pipeline worth half a trillion dollars for 2025 and 2026 [2][3] Financial Dynamics - NVIDIA's optimistic outlook includes expectations of around $500 billion in revenue potential from AI chips in 2025-2026, supported by significant investments in customer companies [7] - The company announced a potential investment of up to $100 billion in OpenAI, aimed at expanding data center capacity and ensuring a return flow to NVIDIA [8] - NVIDIA also invested $1 billion in Nokia to collaborate on AI-driven telecommunications and 6G technology, which may lead to further purchases of NVIDIA hardware [9] Investment Strategy - NVIDIA has engaged in over 50 venture capital deals in 2025, investing $23.7 billion in AI companies, with many recipients likely using funds to purchase NVIDIA chips [10] - Critics argue that this creates a circular financing dynamic, where NVIDIA's investments enable recipients to buy its chips, potentially masking underlying risks [11] Insider Activity - There has been a notable increase in insider stock sales at NVIDIA in 2025, with 258 trades totaling approximately -$221.8 million, coinciding with a 6.6% rise in stock price [12] - The uptick in insider selling may indicate executives sensing peak valuations, suggesting that investors should consider realizing gains and reducing exposure [12] Market Position - NVIDIA's growth is driven by AI's transformative potential, but the interplay of circular financing and insider selling raises questions about the sustainability of its rally [13] - Investors are encouraged to reassess their positions and consider trimming or diversifying their holdings as the market dynamics evolve [13]

>>> 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]

Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equities rallied in the third quarter, driven by AI enthusiasm, resilient corporate earnings, the first U.S. rate cut of the year, and targeted policy easing across key regions. Against this backdrop, the Ariel Global fund traded +4.99% higher in the quarter, compared to the +7.62% return of the MSCI ACWI Index and +6.13% return of the ...

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]

High-performance, low-latency AI processing will be installed directly on Microspot, Micropolis’ proprietary real-time surveillance, behavior-analysis, and mission-management platform Micropolis has been a member of the NVIDIA Inception Program since 2022 DUBAI, United Arab Emirates, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Micropolis Holding Co. (“Micropolis” or the “Company”) (NYSE: MCRP), a leading UAE-based developer of autonomous mobile robots and AI-driven security solutions, announced the launch of a new in ...

>> 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 ...