Markets are bracing for Wednesday, when Nvidia will report earnings. (Photo by Justin Sullivan/Getty Images)Getty ImagesKey TakeawaysKey Earnings And Fed Minutes May Drive Significant Midweek Market VolatilityNvidia’s Report Looms Large Amid AI Bubble Concerns And Stretched ValuationsFalling Rate-Cut Odds Pressure Bonds, Equities, And Broader Market SentimentIt was a mixed week for markets with the S&P 500 clinging to a 0.1% gain and the Nasdaq Composite falling 0.5%. As I mentioned last week, there are thr ...

Key Points Recent filings reveal that SoftBank sold its Nvidia stake for $5.8 billion. Nvidia is scheduled to report earnings on Nov. 19. While the timing of the sale is curious, there are some important variables to consider that pertain to SoftBank's other artificial intelligence (AI) investments. 10 stocks we like better than Nvidia › Given the unprecedented level of demand Nvidia (NASDAQ: NVDA) continues to witness from data centers for its graphics processing units (GPUs) and related service ...

Nvidia (NASDAQ: NVDA) is gearing up for its fiscal Q3 earnings call scheduled for Wednesday, November 19, after a noticeable pullback that mirrored a broader tech sell-off last week. In spite of the market jitters, however, multiple investment firms have upgraded their Nvidia price targets and revenue forecasts over the past seven days.Based on analyst notes, data center operations and innovative products, such as the new GB300 Ultra platform, remain key growth catalysts, instilling optimism in the market d ...

Core Viewpoint - Archer Aviation's acquisition of Hawthorne Airport for $126 million is seen as a strategic move to establish a key infrastructure for its electric vertical takeoff and landing (eVTOL) operations in Los Angeles, positioning the company favorably in the urban air mobility market [2][4][13] Group 1: Acquisition Details - Archer acquired Hawthorne Airport, which is less than three miles from LAX, securing control of the airport's master lease through 2055, valued at up to $171 million [1][2] - The acquisition includes an 80-acre property and the airport's fixed-base operator, enhancing Archer's operational capabilities [2][4] Group 2: Market Potential - Morgan Stanley projects the eVTOL market could reach $1.5 trillion by 2040, with a more optimistic scenario of $2.9 trillion, attracting investor interest in Archer [3] - Archer's stock has surged 84% over the past year, reflecting growing confidence in the company's future despite recent market volatility [3] Group 3: Strategic Positioning - Archer's $6 billion order book and its role as the Official Electric Air Taxi Provider for the LA28 Olympic Games position the company to showcase its air taxi viability to a global audience [4][6] - The acquisition of Hawthorne Airport eliminates infrastructure challenges in Los Angeles, a market where building new airports is not feasible [5] Group 4: Operational Innovations - Hawthorne Airport will serve as an innovation hub for AI-powered air traffic management and ground operations, enhancing Archer's operational efficiency [11] - The facility will also support Archer's defense contracts and partnerships, allowing simultaneous development of commercial and military applications [12] Group 5: Financial Considerations - Archer's total liquidity exceeds $2 billion, providing a financial runway of three to four years at current loss rates, which is critical for sustaining operations during the certification process [4][13] - The $126 million spent on the airport acquisition is comparable to a quarter of the company's recent net losses, raising questions about capital allocation priorities [8][14]

Nvidia Corporation’s (NASDAQ:NVDA) November 19 earnings report has emerged as the single biggest catalyst for global equities.Despite signs of slowing from its previous 50% growth pace, Nvidia remains at the center of Big Tech’s multitrillion-dollar data center spending plans.The U.S. chip designer became the first company to top the $4.5 trillion market cap in October 2025 as its graphics processing units, or GPUs, became pivotal for AI applications and video gaming.Also Read: Nvidia’s $1 In AI Chips Fuels ...

LIVE Nasdaq Futures Jump as Investors Buy the AI Dip Last Updated: 33 min ago Gold Falls as Investors Await U.S. Data By Giulia Petroni, Dow Jones Newswires Gold prices fell as investors grappled with the aftermath of the U.S. government shutdown, with New York futures down 0.4% to $4,076.40 a troy ounce. "Despite private-sector data, the absence of official economic figures has left the Fed—and market participants, for that matter—in the dark," said Aaron Hill from FP Markets. "Should we see a meaningfully ...

Group 1 - Nvidia has become a pivotal player in the AI revolution, with its GPUs serving as the backbone for generative AI development, leading to significant capital expenditures from big tech companies [2] - The company has generated $72 billion in free cash flow over the last 12 months, showcasing impressive cash flow acceleration driven by its pricing power in the GPU market [4] - Nvidia has spent approximately $1.4 billion on acquisitions in the past year, targeting businesses that enhance its chip portfolio and strategic investments in infrastructure and CPU design [5][6] Group 2 - Nvidia is actively expanding into new markets, recently announcing a $1 billion investment in the communications industry, particularly focusing on the transition from 5G to 6G [7][8] - The company's primary growth source remains its data center operations, while it continues to invest in future chip architectures [8]

Core Insights - Paytech emerged as the top-performing fintech vertical in Europe for Q3 2025, with an estimated EUR 896 million in growth and venture capital funding, representing a 117% increase from Q2 2025's EUR 413 million [1][3] - Klarna's IPO significantly contributed to the sector's momentum, raising approximately US$1.37 billion and marking it as the fourth-largest IPO of the year [5][6] - Insurtech also showed notable growth, with funding reaching EUR 258 million in Q3 2025, up 25% quarter-on-quarter [15] Paytech Sector - Established ventures like Rapyd and Fnality drove funding surges, with Rapyd raising an additional US$25 million and Fnality securing US$136 million for its global settlement network [3][4] - Klarna's IPO involved selling 34.3 million shares at US$40 each, leading to a valuation of US$19.65 billion and operational profitability for five consecutive quarters [5][6] - Other significant transactions included Lloyds Banking Group's acquisition of Curve for EUR 140 million, enhancing its payments infrastructure [8] Banking and Digital Currency - The banking and digital currency vertical saw a 22% quarter-on-quarter increase in funding, totaling EUR 219 million in Q3 2025 [10] Insurtech Sector - Insurtech experienced major M&A activity, highlighted by Inigo's acquisition of Radian for EUR 1.5 billion, aimed at expanding into new insurance markets [11][12] - Applied Systems acquired Cytora for EUR 150-300 million to integrate AI technology into its insurance solutions [13][14] Overall Fintech Landscape - European fintech growth and VC funding remained stable at EUR 1,711 million in Q3 2025, reflecting a slight decline of 5% from the previous quarter [15] - Wealthtech and capital markets continued to lead the public fintech landscape, with high EV/EBITDA and EV/Revenue multiples indicating strong investor confidence [20][21]

Core Insights - Wave Life Sciences Ltd. (NASDAQ:WVE) is recognized as one of the best small-cap biotech stocks to buy due to its significant upside potential [1] - Jefferies maintains a "Buy" rating on Wave Life Sciences, with a price target of $26, citing improved competitive positioning following the failure of Korro Bio's KRRO-110 in a clinical trial [2] - The company reported Q3 2025 revenue of $7.6 million, which fell short of analyst expectations of $12.89 million, but reduced its net loss from $61.8 million in Q3 2024 to $53.9 million [3] Financial Performance - Wave Life Sciences reported Q3 2025 revenue of $7.6 million, missing analyst forecasts of $12.89 million [3] - The net loss decreased from $61.8 million in Q3 2024 to $53.9 million in Q3 2025, despite an increase in R&D and G&A expenses to $45.9 million and $18.1 million respectively [3] - The increased costs are attributed to ongoing investments in clinical programs, particularly the WVE-007 trial [3] Operational Outlook - The company has extended its cash runway through Q2 2027, ensuring operational continuity and funding for ongoing clinical and development initiatives [4] - Wave Life Sciences is well-positioned to advance its clinical-stage pipeline, focusing on RNA-based therapies and strategic expansion of its product development programs [4] Company Overview - Wave Life Sciences is a clinical-stage biotech company that develops and commercializes RNA medicines using its proprietary PRISM discovery and drug development platform [5]

Investment Ratings - The investment ratings for the companies discussed are all "Buy" with target prices set for VGT at Rmb407.0, WUS at Rmb98.0, and DSBJ at Rmb95.0 [9][11][7]. Core Insights - The PCB industry is experiencing structural growth driven by AI demand, with companies like VGT, WUS, and DSBJ positioning themselves to capitalize on this trend [2][3][6]. - VGT expects a return to normal production levels in 4Q25 after a transition impact in 3Q25, with significant revenue growth anticipated from its largest AI customer in 2026 [1][2]. - WUS highlights that while funds and equipment are not bottlenecks for capacity expansion, human resources may pose challenges [3]. - DSBJ is set to benefit from the AI cycle, with expectations for breakeven in its Thailand FPCB business and a turnaround in precision components by 2026 [6]. Company Summaries VGT (Victory Giant) - VGT has accelerated capacity expansion for 2026-2027, with most equipment booked and an increase in localization rates [2]. - The company anticipates meaningful contributions from CSP clients in 2026, despite small batch production in 4Q25 [2]. WUS - WUS faces fierce competition in the mid-to-low end PCB market, with AI driving structural growth [3]. - The company reported a loss of approximately Rmb40 million in its Thailand plant in 3Q25, but noted improvements in product quality and employee proficiency [3]. DSBJ (Dongshan Precision) - DSBJ is focusing on AI infrastructure opportunities through its RPCB and optical transceiver businesses, with a significant capacity expansion plan of US$1 billion [6]. - The company plans to dispose of its LED business this year and expects revenue growth from key smartphone customers [6].