Core Insights - Intel Corp. is actively seeking funding and partnerships to facilitate its turnaround, with CEO Lip-Bu Tan reaching out to key players like TSMC and Apple [1][2][4] - The U.S. government, particularly under the Trump administration, is encouraging technology companies to support Intel in regaining its semiconductor market position [3][5] - Intel has secured significant investments, including $2 billion from SoftBank and $5 billion from Nvidia, aimed at enhancing U.S. chip-making capacity [5][6] Partnerships and Investments - Intel is exploring collaborations with Apple and TSMC, indicating a strategic shift in its partnership approach [2][4] - The company has engaged in discussions with Apple regarding joint ventures, especially after Apple transitioned to in-house chip designs [4] - Recent investments from SoftBank and Nvidia highlight a growing confidence in Intel's potential, with Nvidia's investment also tying Intel to hardware design responsibilities [5] Ongoing Challenges - Despite efforts to secure funding, Intel reported a loss of $3.7 billion in the first half of 2025, indicating a pressing need for capital and stable customer relationships [6] - The company previously paused fundraising plans but may seek new capital from private-equity firms and institutional investors by year-end [6] - There are discussions among investors about potentially splitting off Intel's fabrication division, although the CEO emphasizes its importance for national security [7] Market Reaction - Following these developments, Intel's stock experienced a notable increase of 9.21%, reaching $34.10 [7]

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Group 1 - Nvidia is being analyzed for a broken-wing butterfly options trade, which presents no risk on the upside and potential income on the downside [1][4] - The trade setup involves buying puts at different strike prices, with the upper-strike put 5 points away from the middle put and the lower-strike put 10 points away, allowing for a slight credit of around $40 [4][11] - The ideal profit scenario occurs if Nvidia trades between $155 and $160 at expiration, with maximum profit of $540 if it hits $155 [5][6] Group 2 - The trade has a defined risk, with a maximum loss of $460 if Nvidia falls below $145, and a breakeven point at $149.60 [6] - Nvidia stock has high ratings from Investor's Business Daily, including a Composite Rating of 99 and an Earnings Per Share Rating of 99, ranking first in its group [8] - Nvidia is expected to report earnings in late November, which reduces earnings risk for this trade [8]

Market Performance - The Shenzhen Component Index and the ChiNext Index both reached new short-term highs, rising by 1.14% and 2.22% respectively by midday, while the Shanghai Composite Index saw a slight increase of 0.16% due to pressure from banking, precious metals, and real estate sectors [1] - Over 3,300 stocks declined across the two markets, with a total trading volume of 1.54 trillion [1] Sector Performance - Precious metals experienced a decline, dropping by 2.43% at midday, with companies like Shandong Gold and Xiaocheng Technology seeing average declines exceeding 4% [3] - The port and shipping sector collectively fell, with Ningbo Port dropping over 8% and Nanjing Port down 7.93% [3] - Other sectors such as jewelry, real estate, banking, and automotive services also followed suit with declines [3] Emerging Trends - AI hardware and application sectors saw a collective surge, with Inspur Information hitting a historical high and Huqin Technology reaching its limit up [3] - Non-ferrous metal stocks were active, with companies like Northern Copper achieving limit up [3] - Controlled nuclear fusion concept stocks experienced fluctuations, with Hezhan Intelligent achieving two limit ups in four days and Hahuan Huaton hitting limit up [3] News Highlights - China Fusion Company plans to build a high-temperature superconducting fusion device named Circulation No. 4 in Shanghai [3] - The world's largest coal-fired carbon capture demonstration project at Huaneng Gansu Zhengning Power Plant has completed a 72-hour trial run and is officially operational [3] - In September, 156 games were approved, including 145 domestic and 11 imported titles [3] - The Ministry of Commerce and seven other departments jointly issued guidelines to promote digital consumption and create a better life in the digital age [3]

Core Insights - Jabil, Inc. (JBL) reported strong fourth-quarter fiscal 2025 results, with both net income and revenues exceeding expectations, driven by growth in data center infrastructure, capital equipment, healthcare, and retail automation markets [1] Financial Performance - Net income on a GAAP basis for the quarter was $218 million or $1.99 per share, up from $138 million or $1.18 in the prior-year quarter, primarily due to top-line growth [2] - Non-GAAP net income for the quarter was $360 million or $3.29 per share, compared to $270 million or $2.30 in the prior-year quarter, surpassing the Zacks Consensus Estimate of $2.95 [2] - For fiscal 2025, GAAP net income was $657 million or $5.92 per share, down from $1.38 billion or $11.17 per share a year ago; non-GAAP net income was $1.08 billion or $9.75 per share, compared to $1.05 billion or $8.49 per share in fiscal 2024 [3] Revenue Growth - Net sales for the quarter increased to $8.3 billion from $6.96 billion in the year-ago quarter, beating the consensus estimate of $7.66 billion, driven by strong demand in the Intelligent Infrastructure segment [4] - The Regulated Industries segment contributed 38% to revenues, with a 3% year-over-year growth attributed to the healthcare and packaging end market [4] - Intelligent Infrastructure accounted for 45% of total revenues, with a significant 62% year-over-year increase, supported by demand in capital equipment and AI-related cloud and data center infrastructure [5] - The Connected Living & Digital Commerce segment contributed 17% of total revenues, experiencing a 14% year-over-year decline due to soft demand for consumer-driven products, although strong growth in digital commerce partially mitigated this trend [5] Profitability Metrics - Gross profit for the quarter was $783 million, up from $663 million in the year-ago quarter; non-GAAP operating income was $337 million, an increase from $318 million in the prior year [6] - Non-GAAP operating margin improved to 6.3%, up from 5.8% in the year-ago quarter [6] Cash Flow and Liquidity - In fiscal 2025, Jabil generated $1.64 billion of net cash from operating activities, slightly down from $1.71 billion a year ago; as of August 31, 2025, the company had $1.93 billion in cash and cash equivalents, with $2.38 billion in notes payable and long-term debt [7] - Free cash flow stood at $1.31 billion, compared to $1.05 billion in 2024 [7] Future Guidance - For the first quarter of fiscal 2026, revenues are expected to be in the range of $7.7 billion to $8.3 billion, with non-GAAP operating income projected between $400 million and $460 million; non-GAAP earnings per share are estimated to be between $2.47 and $2.87 [8][9] - Management anticipates that AI data center infrastructure, healthcare, and advanced warehouse and retail automation will be the major growth drivers in 2026, projecting fiscal 2026 revenues at $31.3 billion and non-GAAP earnings per share at $11.00 [9]

Let's talk about that and these markets with two of our favorite people. Joe Mowgli is former CEO and chair of TDMIR trade. Also co-founder and executive adviser of FG Nexus.Paul Hickeyi is co-founder of Bespoke Investment Group on set. And I just found out both these guys went to the same high school. Go Rams.How bizarre is that. But anyway, welcome. Appreciate it, Joe.Thank you guys for coming in. Are you worried that this market is anything like 2000 to 2002. I'm not.And here's the reason why. I think I ...

Rothschild and and company Redburn today they initiate Oracle with a sell rating. They say the target's 175. I'll read you a bit of their note again. Let's let's show the stock first again. Please let's do that because again their target's 175. The stock's at 300 more or less. Quote, "The market materially overestimates the value of Oracle's contracted cloud revenues. Our analysis suggests Oracle's 5-year Oracle Cloud Infrastructure revenue guide equates to roughly $60 billion in value, meaning the market i ...

Well, that that has been what the administration is trying to do, right. That's why they lifted some of the export controls on chips. >> Well, then they turned around and said, "You're going have to pay a special payment to DC to sell the chips." And and look where we are today.>> Right. >> Right. >> What about the all of the enthusiasm around AI and these these eyepopping deals that get announced nearly every day.Nvidia and Alibaba, Nvidia and Open AI. I mean, are you are you a buyer of all of this optimis ...

Core Viewpoint - Jihong Co., Ltd. (002803) is expected to achieve a net profit of 209 million to 222 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 55% to 65% [1] Group 1: Financial Performance - The company anticipates a net profit of 120 million to 134 million yuan for the third quarter, representing a year-on-year increase of 83.03% to 103.55% [1] - The performance recovery is attributed to the resurgence of global market demand after a decline in 2024 [1] Group 2: Business Operations - Jihong Co., Ltd. operates a dual-driven business model with cross-border social e-commerce and paper-based fast-moving consumer goods packaging [1] - The company leverages AI-driven "goods find people" model for precise advertising on major social platforms, promoting Chinese industrial products globally [2] - The proprietary "Giikin 3.0" system integrates various AI models to automate the entire business process, enhancing operational efficiency [2] Group 3: Market Position and Strategy - Jihong Co., Ltd. maintains the leading market share in domestic paper-based fast-moving consumer packaging, benefiting from partnerships with major brands like Luckin Coffee, KFC, and McDonald's [2] - The company plans to increase investment in AI research and self-owned brand development, aiming to enhance its cross-border e-commerce and expand into overseas packaging markets [3]