Nvidia's Stellar Quarter Fails to Quell Bears as AI Valuation Fears Deepen on Wall Street► https://t.co/5MwEHnCvcX https://t.co/5MwEHnCvcX ...

RT Bloomberg New Economy (@BBGNewEconomy)@OdysseyEnergyS "We've had flat demand for years so now suddenly we're racing to catch up with the prospect of - fast energy." Co-Founder & CEO@OdysseyEnergyS Emily McAteer on why meeting the AI energy demand is so challenging. #BloombergNewEconomy⏯️https://t.co/ocFSIrdHn7 https://t.co/odocqoQcBJ ...

Welcome to a new era of AI-powered fashion discovery.Daydream is the first chat-based AI shopping agent built exclusively for fashion. https://t.co/9YUFYo630P ...

Core Insights - Q3 2025 saw strong market gains, providing opportunities for active managers to excel by leveraging the market's rally and effectively navigating Federal Reserve policy changes [2][3] - The PSN Top Guns list highlights top-performing separate accounts, managed accounts, and managed ETF strategies, showcasing the value of active management in separately managed accounts (SMAs) [1][2] Market Performance - Strong equity performance was driven by demand for artificial intelligence and technology, anticipated interest rate cuts, and solid corporate earnings [3] - Investors showed resilience amid policy uncertainties, trade tensions, persistent inflation, and elevated valuations [3] PSN Top Guns List - The PSN Top Guns list for Q3 2025 includes notable strategies such as: - White Pine Capital, LLC.: Small Cap (+25.7% for the quarter) - RBC Global Asset Management: RBC China Equity (+31.9% for the quarter) - Fisher Investments: China A-Share Equity (+27.6% for the quarter) [6] PSN Database and Features - The PSN SMA database comprises over 2,800 firms, 285 universes, and more than 21,000 products, providing detailed asset breakdowns and compliance information [2][8] - PSN's historical database offers over 40 years of data, including net and gross-of-fee returns, enhancing its value for asset managers [2][8] New Initiatives - Zephyr launched the "Inside SMAs" podcast to discuss SMA strategies, market trends, and industry insights, aiming to engage thought leaders in the field [5][10] - The PSN Manager Advantage program was introduced to enhance visibility and branding for PSN contributors through digital coverage and market intelligence [4]

Core Insights - The stock market has experienced significant losses, with major indexes like the S&P 500 and Nasdaq closing below their 50-day moving averages for the first time in months [1] - Nvidia's stock initially rose after earnings but reversed lower, negatively impacting the semiconductor sector and broader market [1] - The "Magnificent Seven" stocks, including Nvidia and Tesla, are highlighted as key players in the current market dynamics [2] Market Performance - The Dow Jones index saw a notable decline of 386 points, reflecting the overall market downturn [4] - The AI stock sector, particularly Nvidia, Micron, and Palantir, faced heavy losses, contributing to a broader sell-off [4] - The market has seen a significant reduction in value, with an estimated $2.4 trillion erased from the AI stock bubble [4] Investment Opportunities - Nvidia and Taiwan Semiconductor are leading a new list of stocks that are gaining attention for potential investment [4] - The current market conditions present opportunities for traders to capitalize on shifts in stock market leadership [4]

Core Insights - NVIDIA CEO Jensen Huang highlighted "off the charts" chip sales and dismissed concerns about an "AI bubble" during a recent earnings call, indicating a strong performance in the tech and AI sectors [1][2] - Despite Huang's optimistic outlook, the market reaction was negative, with significant declines in stock prices for major tech companies, particularly within the "Magnificent 7" group [2] Group 1: Company Performance - NVIDIA's chip sales are reported to be exceptionally high, contributing to a positive narrative around the company's performance [1] - Amazon and Microsoft experienced a drop of approximately 6% in their stock prices this week, indicating a broader market correction affecting tech stocks [3] - Alphabet was the only company in the "Magnificent 7" to gain, with an increase of nearly 8%, attributed to the successful launch of Gemini 3 [3] Group 2: Market Trends - The initial positive buzz from NVIDIA's earnings report quickly reversed, leading to losses for most AI-related stocks, with only Alphabet showing resilience [2] - Oracle, a significant customer of NVIDIA, saw its stock decline by about 10%, reflecting the broader market challenges faced by companies reliant on AI technologies [3]

Market Overview - The Dow Jones Industrial Average and other major stock indexes experienced a bounce following a significant sell-off, influenced by a Federal Reserve official's suggestion of a potential rate cut in December [1] - Artificial intelligence stocks, including Nvidia (NVDA), Palantir Technologies (PLTR), and Tesla (TSLA), saw upward movement in the stock market [1] Stock Performance - Nvidia, Taiwan Semiconductor, and other AI-related stocks have been highlighted as leading performers, with Nvidia being a key player in the market [4] - The stock market has shown volatility, with leadership among stocks changing rapidly, indicating a dynamic investment environment [2][4] Market Sentiment - There is a growing concern regarding the AI stock bubble, which has reportedly erased $2.4 trillion in value, reflecting the risks associated with overvaluation in the sector [4] - Despite the downturn, capital markets have not yet shown signs of retreating from the AI bubble, as noted by JPMorgan [4]

RT Bloomberg New Economy (@BBGNewEconomy)"There's a real risk of these economies being left behind because they don't have the energy to power AI infrastructure."Co-Founder & CEO @OdysseyEnergyS Emily McAteer on countries behind left out of the global AI race at #BloombergNewEconomy. https://t.co/7lrl0ube8T ...

Core Viewpoint - IBM reported strong third-quarter 2025 results, surpassing earnings estimates with solid revenue growth driven by demand for hybrid cloud and AI solutions [3][4]. Financial Performance - Net income on a GAAP basis was $1.74 billion or $1.84 per share, a significant improvement from a net loss of $0.33 billion or a loss of $0.36 per share in the prior year [5]. - Non-GAAP net income from continuing operations was $2.65 per share, up from $2.30 in the previous year, beating the Zacks Consensus Estimate by 21 cents [6]. - Total revenues increased to $16.33 billion from $14.97 billion, with a year-over-year growth of 7% on a constant currency basis, exceeding the consensus estimate of $16.1 billion [7]. Segment Performance - Software segment revenues rose to $7.21 billion, driven by hybrid cloud (up 12%), automation (22%), and data (7%), although it fell short of the estimate of $7.35 billion [9]. - Consulting segment revenues increased to $5.32 billion, surpassing the estimate of $5.19 billion, with segment profit rising to $686 million [10]. - Infrastructure segment revenues grew to $3.56 billion, reflecting higher demand for hybrid and distributed infrastructure, with segment profit increasing to $644 million [11]. - Financing segment revenues improved to $200 million, with segment profit up to $123 million [12]. Cash Flow & Liquidity - IBM generated $3.08 billion in cash from operations, compared to $2.88 billion in the prior year, with free cash flow at $2.37 billion, up from $2.06 billion [13]. - As of September 30, 2025, the company had $11.57 billion in cash and cash equivalents against $55.17 billion of long-term debt [13]. Outlook - For 2025, IBM expects revenue growth of more than 5% on a constant currency basis, with free cash flow projected to be around $14 billion [14]. - Estimates for the stock have trended upward, indicating a promising outlook, with a Zacks Rank of 3 (Hold) suggesting an in-line return in the coming months [15][17].

RT Bloomberg New Economy (@BBGNewEconomy)"If you're energy poor in the world of AI, you're AI poor."Josephine Wapakabulo, Founder & Managing Director of TIG Africa on Africa not falling behind in the global AI race.⏯️https://t.co/ocFSIrdHn7 https://t.co/tTl95qIEXI ...