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 ...

Accenture plc (NYSE:ACN) shares rose Friday after the company announced it has acquired U.S.-based data firm RANGR Data.The move deepens Accenture’s work with Palantir platforms and sharpens its pitch around AI-powered business transformation.Accenture is buying RANGR Data, a certified Palantir Technologies Inc. (NASDAQ:PLTR) partner known for complex data programs. Terms of the transaction were not disclosed.Also Read: VIX Surges 50% In November: History Shows Patient Investor Win Big After PanicRANGR focu ...

Key Points Nvidia continues to deliver jaw-dropping results. The company is converting over half of its revenue into bottom-line profit. Nvidia's stock still has a reasonable valuation. 10 stocks we like better than Nvidia › The pressure was on earlier this week for the most valuable company in the world to deliver an epic quarter, and it didn't disappoint. Nvidia (NASDAQ: NVDA) beat analyst revenue and earnings estimates, with shares surging after hours. Here are three reasons why Nvidia remain ...

Primoris Services Corporation ( PRIM ) is a specialty infrastructure contractor that is steadily repositioning itself at the forefront of several powerful thematic catalysts within our market. The company now stands to benefit directly from theMy research is based on key market themes and works to identify setups that provide asymmetrical risk/reward profiles within these niches. My portfolio is currently built around 5 key themes: (1) Artificial Intelligence / Semiconductors, (2) Infrastructure / Logistics ...

Sarah Skerratt, is joining a panel next week at The Future of Knowledge: From Vision to Impact conference in London. She’ll talk about how AI is transforming biotechnology and life sciences across the #KnowledgeQuarter, the innovation district around King's Cross where our head office is based. Head to the link in the comments to join Sarah! ...

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