POPPI. DANI: IT DOESN'T HAVE SUGAR. LORD KNOWS WHAT ELSE IS IN IT.MATT: EXPECTATIONS, NUVEEN'S SAIRA MALIK SAYS COMPANIES ARE LIKELY TO BEAT E. P. S.IN THE PRESENCE AGGREGATE DRIVEN BY TECH. I THINK WE'RE LOOKING FOR, SAIRA, ABOUT 7%, 8% IN THE THIRD QUARTER. WE'VE HAD DOUBLE-DIGIT EARNINGS GROWTH IN THE PREVIOUS COUPLE OF QUARTERS.DO YOU THINK WE'RE GOING TO GET THAT HIGH. I THINK THAT WE LIKELY WILL END THIS QUARTER WITH BEATING OUR SEASONS AGAIN. WHAT IS INTERESTING IS NORMALLY WHEN YOU GO INTO AN EARNIN ...

Shares of Nvidia outperforming today in a red tape after the US reportedly approved the sale of several billion dollars worth of its chips to the UAE. For today's tech check, our Christina Partzos has more on how those chips might supercharge the Gulf States AI ambitions. Hey KP.>> And it all has to do with power. So let's start with the US possibly just approving billions of dollars in Nvidia chip exports to the UAE under an agreement signed in May. And this is according to Bloomberg.Those tips in particul ...

Data CentersEnergyAIRoboticsGenerational wealth combination ...

So, Gadami, can will the AI trade continue to push demand for the copper miners. >> Well, it's not just AI and copper, but yes, Steve talked about this a couple weeks ago. Tim has been talking about it for a while.Freeport should actually be a lot higher. I think copper prices are up. What's what's today. Well, October what.>> Eth 12% already this month. I think up 27% for the year. Back above $5 a pound.Yeah, copper's going higher. Now, we can talk about whether it's inflationary or not. It's probably the ...

Apollo is focusing its search for potential investment opportunities in Spain on the energy transition, data centers and infrastructure https://t.co/TlMBElbMuE ...

Trump is making coal versus renewables personal, @johnauthers writes. For AI's electricity-guzzling data centers, it's business (via @opinion) https://t.co/Ld0nE8PQ6v ...

Things are moving at a rate that 6 8 12 months out everybody's unsure. It's so fast. It's so big. There is unbelievable demand and nobody knows where it will go in the future. The question of depreciation is how much faster are future generations than the current generation. That's the actual question on depreciation. People often say we don't have enough power in the US. And this is strictly wrong. We have plenty of power. It's in the wrong places. Risk comes in financial markets where people fundamentally ...

GE Hitachi Nuclear Energy's BWRX-300 small modular reactor incorporates proven components.Courtesy: GE VernovaVan Buren County is a rural redoubt in southwestern Michigan, a quiet corner of a swing state. Pillow soft sand dunes shift and shape along the shores of Lake Michigan. And the county seat – Paw Paw – is named after a quintessentially Midwestern fruit."It is a beautiful natural environment with gorgeous sand dunes that you don't see in other parts of the world," says Daywi Cook, whose family has liv ...

Market Dynamics - The current market rally is largely driven by individual investors, often referred to as "home gamers," who are actively trading individual stocks, contributing to the upward momentum [2][3] - Professional money managers are expressing concern over the sustainability of the market gains, with some beginning to buy in to avoid missing out on significant winners as the year ends [1][2] Asset Performance - A broad range of asset classes, including cryptocurrencies and gold, have seen increases, indicating a widespread bullish sentiment despite professional skepticism about overvaluation [3] - Data center stocks and sectors like uranium and quantum computing have experienced significant price increases, with professionals viewing these as overvalued but hesitant to short them due to market dynamics [4][3] Industry Insights - The current market environment is characterized by a lack of significant earnings reports, allowing momentum from individual investors to drive stock prices higher, particularly for trading platforms like Robinhood and Coinbase [5] - The pharmaceutical sector has shown strong gains following a deal with Pfizer, with expectations for further deals with other drug companies to continue this positive trend [6]

Oh yeah. Okay. No payroll.And therefore, let's just move past that. And and so if you think about the broadening of the market, I I I would argue industrials have led the S&P all year. Utilities have been a kind of a go-go area to be.Um but the the the pharma small caps this week was great. People are looking for rotation. They are looking for opportunities to not be tied to what feels like a frothy trade.But I'm going to get back to I I think outside of pharma, the big event for me this week were that semi ...