RT Rowan Cheung (@rowancheung)Google just released Gemini 3, its most intelligent AI model yet.I caught up with Demis Hassabis, CEO of Google DeepMind, to ask about:-Gemini 3 and Google’s AI strategy-Google's new Antigravity tool-Medical-grade AIHere's what he said: https://t.co/CbJj2U9qQD ...

Group 1: Macroeconomic Insights - The September non-farm payroll data exceeded expectations, indicating a robust job market, which may lead the Federal Reserve to cautiously weigh the pace of interest rate cuts [4] - The employment data for October and November will be postponed until after the December monetary policy meeting, adding uncertainty to the economic outlook [4] Group 2: Company Performance - Aidi Precision (艾迪精密) reported a revenue of 2.37 billion yuan for Q1-Q3 2025, a year-on-year increase of 16.5%, with a net profit of 320 million yuan, up 12.6% year-on-year [5] - Nvidia (英伟达) exceeded market expectations for FY26 Q3 earnings, with revenue guidance for FY26 Q4 set at 65 billion USD, higher than the Bloomberg consensus of 62.133 billion USD [5] - Kingsoft Cloud (金山云) achieved its first positive adjusted net profit, driven by AI, marking a significant turnaround and indicating that its previous AI investments are now yielding returns [7]

Core Viewpoint - Nvidia's FY26Q3 performance exceeded market expectations, with significant revenue growth driven by strong demand for its Blackwell platform and positive guidance for FY26Q4 [4][5]. Group 1: Financial Performance - FY26Q3 revenue reached $57.006 billion, a year-over-year increase of 62% and a quarter-over-quarter increase of 22%, surpassing Bloomberg's consensus estimate of $55.189 billion [4]. - Non-GAAP gross margin was 73.6%, showing a quarter-over-quarter increase of 0.9 percentage points but a year-over-year decrease of 1.4 percentage points due to the transition from the Hooper platform to the Blackwell platform [4]. - Non-GAAP net profit was $31.767 billion, with a quarter-over-quarter increase of 23% and a year-over-year increase of 59%, resulting in a Non-GAAP EPS of $1.30, exceeding Bloomberg's consensus estimate of $1.259 [4]. Group 2: Business Segments - Data Center Business: FY26Q3 revenue was $51.215 billion, up 66% year-over-year and 25% quarter-over-quarter, with computing revenue at $43.028 billion and networking revenue at $8.187 billion. The company anticipates continued capital expenditure growth from major CSPs and hyperscale data centers, projecting $500 billion in revenue from Blackwell and Rubin by the end of 2026 [5]. - Gaming Business: FY26Q3 revenue was $4.265 billion, reflecting a year-over-year increase of 30% but a slight quarter-over-quarter decline of 1%, driven by strong demand for Blackwell architecture chips [6]. - Professional Visualization Business: FY26Q3 revenue was $760 million, up 56% year-over-year and 26% quarter-over-quarter, primarily due to increased sales of the new DGX Spark and Blackwell chips [6]. - Automotive Business: FY26Q3 revenue was $592 million, a year-over-year increase of 32% and a quarter-over-quarter increase of 1%, supported by the adoption of the company's autonomous driving platform by downstream customers [7]. Group 3: Future Outlook - FY26Q4 guidance indicates expected revenue of $65 billion (±2%), which is higher than Bloomberg's consensus estimate of $62.133 billion, with a projected Non-GAAP gross margin of 75.0% (±50 basis points) [4]. - The company is collaborating with OpenAI to deploy at least 10 gigawatts of AI data centers, with OpenAI's weekly users surpassing 800 million [5]. - The Rubin platform is expected to begin mass production in the second half of 2026, further enhancing revenue potential [5].

Market Overview - The three major indices collectively rose, with the Dow Jones showing the largest increase of approximately 1.1% [1] - As of the close, the Dow Jones index rose by 1.08% to 46,245.41 points, the S&P 500 index increased by 0.98% to 6,602.99 points, and the Nasdaq index climbed by 0.88% to 22,273.08 points [3] - Despite the Friday rebound, it was insufficient to offset the significant declines earlier in the week, with the Nasdaq down 2.74%, the S&P 500 down 1.95%, and the Dow down 1.91% for the week [5] Federal Reserve Insights - New York Fed President Williams indicated that monetary policy remains slightly tight, suggesting potential adjustments to the federal funds rate target range to align closer to neutral [5] - His dovish remarks signaled to investors that the Fed may consider a rate cut in the December meeting, with futures indicating over a 70% probability of a 25 basis point cut [7] Company News - Google aims to double its computing power every six months, targeting a 1000-fold increase in capacity over the next 4 to 5 years, emphasizing the importance of AI infrastructure in the competitive landscape [10] - Eli Lilly's market capitalization surpassed $1 trillion, making it the first pharmaceutical company to achieve this milestone, with its stock price rising by 1.57% [11][12] - Amazon CEO Jassy plans to sell nearly 20,000 shares of company stock, valued at approximately $4.2992 million, with the sale expected around November 21, 2025 [13] - Nokia announced a $4 billion investment to expand its R&D and manufacturing capabilities in the U.S., with approximately $3.5 billion allocated for R&D and $500 million for capital expenditures in states like Texas, New Jersey, and Pennsylvania [14]

Jeff Bezos Is Backing An AI Startup Aiming To Make Proteins ProgrammableProfluent has raised $106 million to scale up use of its AI models for biology in drug development and agriculture.Read more: https://t.co/czRsmU5GOL https://t.co/A2T05atHHx ...

11/21/2025The stock market rebounded Friday on Fed rate cut hopes but suffered damaging weekly losses. Nvidia, Apple and Eli Lilly... 11/21/2025The stock market rebounded Friday on Fed rate cut hopes... INVESTING RESOURCES Take a Trial Today BREAKING: Futures Loom, Bitcoin Tries To Rebound Apple Apple AAPL $ 271.49 $5.24 1.97% 14% IBD Stock Analysis Stock technically in buy zone from long consolidation Tight entry at 277.32 Relative Strength line ramping up Composite Rating 96/99 Industry Group Ranking 55/1 ...

Market Trends - Mixed macroeconomic signals are fueling market uncertainty this week [1] - Nvidia & Google are propelling the AI rally onward [1] - Bitcoin sentiment flashes fear [1]

Industry Trend Prediction - The open web may have approximately 250 days left [1] - A shift from search results to AI mode is anticipated, potentially marking the end of the web [1] Google's Business Model - Google is expected to switch the default search to AI mode [1] - This switch represents a complete change for Google's business model [1]

EXTRAORDINARY LEVEL OF TECH. WE YOU EXPECTING THAT. CLIFF: THANKS FOR HAVING ME.WE HAVE BEEN ABSOLUTELY BLOWN AWAY BY THE LEVEL OF UP TAKE. IT'S CREAM -- IT POINTS TO A COMMUNITY SCREAMING OUT FOR CHOICE AND US DELIVERING. HAVE BEEN BLOWN AWAY WITH THE PICKUPS.CAROLINE: AFFINITY IS ABOUT PROFESSIONAL DESIGN IN MANY WAYS, BUT HOW ARE YOU SEEING IT IN ADOPTED MORE BROADLY AND WHO IS IT THAT ONCE TO LEAN INTO THIS TYPE OF SOPHISTICATION. CLIFF: CANVA IS A DESIGN TOOL. WHEN WE LAUNCHED CANVA THERE WERE ONLY PRO ...

YOU HAVE THE THREE SC SYSTEM, A NEW CLASS OF SUPERCOMPUTER. WANT TO SHIP IT MORE INTO PARTNERS. YOU ARE WORKING WITH THE UAE. HOW MUCH WILL YOU BE WORKING WITH SAUDI ARABIA.ANDREW: WE HAVE SALESPEOPLE ON THE GROUND IN THE KINGDOM. IT IS A NEW EFFORT FOR US AND IT IS NOT AS FAR ALONG AS WE ARE IN THE UAE AND SOME OTHER TERRITORIES. IT IS AN EXCITING OPPORTUNITY AND I THINK THE MOVE BY THIS ADMINISTRATION TO ALLOW OUR ALLIES AND PARTNERS IN THE MIDDLE EAST TO GAIN ACCESS TO ADVANCED AI COMPUTE IS A GOOD ONE A ...