We get a phone call from China. This took place this morning is kind of an odd headline that we have going it. It landed on the same day that Howard Lutnick, the commerce secretary, joined Bloomberg Surveillance to talk about export controls when it comes to China, whether or not to sell Blackwell's or other high end air ships, maybe the 200, which is reportedly being considered inside the White House.Here's what lightning said to us a bit earlier today. Do you want to sell China some ships and keep them us ...

The company's fate is becoming more tied to one large customer.Nvidia (NVDA +1.40%) continued its streak of remarkable revenue growth in its third quarter (ended Oct. 26), as demand for its graphics processing units (GPUs) remains insatiable. However, there was one red flag in its report that investors should be aware of moving forward. Nonetheless, the stock jumped on the results, and it is now up more than 40% on the year.Let's dig into Nvidia's results and prospects to see whether investors should buy th ...

And it's time now to spotlight Nvidia. Joining us now is Corey Johnson, chief market strategist at Apistrophe Capital Research. And so really, where do we start.I mean, Nvidia had quite the week last week. So really walk us through your initial thoughts here as we do approach trading this week, obviously shortened for the holiday, but given the fact that we have Nvidia earnings, they were not enough to propel a significant catalyst at least through the back half of last week. So how do you think through now ...

Core Insights - Broadcom shares surged 10.3% as investors returned to tech stocks linked to artificial intelligence, with Wall Street recognizing Broadcom as a derivative play of Alphabet's AI growth [1][3] - Year-to-date, Broadcom's stock has increased by 60%, marking its best performance day since April 9, and it is the top performer in the Technology Select Sector SPDR fund [2] - Analysts have raised their outlook on Broadcom due to its strong relationship with Alphabet, particularly in the development of Google's tensor processing units (TPUs) [4][6] Company Performance - Broadcom's stock is experiencing significant momentum, attributed to its role as a major supplier of application-specific chips (ASICs) for hyperscalers [2] - Melius Research's Ben Reitzes has reiterated a buy rating on Broadcom, increasing the price target by $60 to $475, indicating a potential upside of 39.6% from the previous close [5] Strategic Partnerships - Google is a key customer for Broadcom's ASIC business, with the two companies collaborating on TPUs since 2016, which are now in their 7th generation [6] - The TPU is seen as a strong competitor to Nvidia's GPUs for AI workloads, and its development is contributing positively to both Broadcom's AI revenues and Google Cloud's growth [6][7]

Group 1 - The AI trade and broader markets faced significant challenges in the past week [1]

Revolut's Nikolay Storonsky takes part in an event to open Revolut's new global headquarters in the Canary wharf financial district of east London, on September 23, 2025. (Photo by Adrian DENNIS / AFP) (Photo by ADRIAN DENNIS/AFP via Getty Images)AFP via Getty ImagesRevolut’s valuation has surged to $75 billion in a secondary share sale that brought in NVentures, the venture arm of Nvidia. The transaction marks a 66% jump from the level set just over a year ago and underscores Revolut’s appeal to one of the ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. The S & P 500 and Nasdaq each surged Monday on the back of Alphabet 's gains and expectations for a third Fed interest rate in 2025. Shares of the Google parent jumped more than 4% on excitement about the launch of Gemini 3, which also sparked debate about whether it is superior to OpenAI's ChatGPT. Jim Cramer said, "The rate cut story is really behind a lot ...

Retail investors should be aware of upcoming stock market holidays and early closures in order to plan trades and adjust settlement times. Benzinga specializes in market-moving exclusives. Read them here — before everyone else. Here’s a look at the stock market schedule for the 2025 holiday season.Read Next: Nvidia Sell Signal? 3 Market Legends Dump The StockThanksgiving Holiday & Black FridayThe U.S. stock market is closed for Thanksgiving Day 2025. This means both the New York Stock Exchange (NYSE) and th ...

Core Insights - Michael Burry has closed his hedge fund, Scion Asset Management, to focus on a paid Substack newsletter titled "Cassandra Unchained" [1][2] - The newsletter will cover stocks, market trends, economic situations, and investment lessons from Burry's 25 years of experience [3] Market Analysis - Burry has identified the current AI boom as a central theme in the market rally, comparing it to the dot-com bubble of the early 2000s [4] - He specifically criticized NVIDIA Corp. as a modern-day Cisco, suggesting that the excessive investment in AI infrastructure is leading to oversupply and excess capacity [5] Subscription Model - The newsletter is offered at a subscription price of $39, with Burry promising to deliver "one or more pieces" each week [5] - Burry emphasized his ongoing commitment to market analysis, stating that he is not retired and enjoys analyzing companies and markets daily [6]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.NVIDIA Corporation ( NVDA ) is enjoying significant growth drivers supported by AI-driven data center demand. At the same time, concerns are rising on the topic of the sustainability of AI CapEx and chip sales to China. Since myDhierin-Perkash Bech ...