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Key Takeaways Alibaba reports Q2 fiscal 2026 earnings on Nov. 25 with revenues expected to rise 2.17% year over year.BABA shares surged 80.8% year to date but face headwinds from China deflation and PDD competition.Heavy AI investments and quick commerce subsidies are compressing margins amid weak consumer sentiment.Alibaba Group Holding Limited (BABA) is scheduled to report second-quarter fiscal 2026 results on Nov. 25.For the fiscal second quarter, the Zacks Consensus Estimate for revenues is pegged at $3 ...

Also, exceptions to the downtrend for Big Tech, Nvidia's support for another leg up for AI and the case for taking a bus instead of flying. ...

Core Insights - NVIDIA's Q3 earnings report showcased a double-beat with sales of $57 million, reflecting a 62% growth and a 67% increase in EPS, marking another record-setting release [2][3] - Data Center revenue reached $51.2 billion, growing 66% year-over-year, surpassing the consensus estimate of $49.1 billion, indicating strong demand for AI infrastructure [3][5] Company Performance - The demand for AI GPUs continues to grow, alleviating concerns about a potential AI 'bubble', as companies across various industries are eager to adopt NVIDIA's technology [5][10] - NVIDIA's partnerships with major tech companies like Google Cloud, Microsoft, and Oracle are expected to have significant revenue implications, with new products like Blackwell enhancing performance and efficiency [6][9] Market Dynamics - The AI ecosystem is rapidly expanding, with more foundation model makers and AI startups emerging across different sectors and countries, indicating a robust growth trajectory for NVIDIA [3][5] - NVIDIA's involvement with governments, including significant deals with Saudi Arabia, South Korea, and the UK, highlights the company's pivotal role in global AI infrastructure development [9][10]

Core Insights - Equinix, Inc. (EQIX) has launched a high-performance computer (HPC) in collaboration with Merck KGaA, utilizing Lenovo ThinkSystem servers and advanced liquid cooling technology [1][8] - The hybrid cloud infrastructure allows for rapid and efficient scaling of computing power, which is essential for various applications in life sciences, healthcare, and semiconductor industries [2][8] - Equinix's data centers are designed for efficiency, employing liquid cooling technology to manage high-performance workloads while minimizing energy consumption and environmental impact [4] Company and Industry Summary - The HPC platform developed by Lenovo and hosted by Equinix supports modern scientific discovery that relies on large data volumes and powerful computing models [3] - Equinix plays a crucial role in creating a neutral AI ecosystem with interconnected, high-performance infrastructure that facilitates secure data exchange and sovereignty across different clouds and regions [3] - In the last three months, EQIX shares have decreased by 4.3%, compared to a 2.7% decline in the industry [5]

Mackenzie Sagalas joins us this morning with that story. Hey again, Mac. >> Hey, good morning, Carl.Amazon's massive round of layoffs last month. More than 14,000 jobs hit almost every corner of the business. But new filings revealed that the deepest cuts came in one place, engineering.My colleague Annie Palmer out with a story this morning digging into warn notices filed in New York, California, New Jersey, and Washington. Those are legally required disclosures that companies have to file with state agenci ...

Robotics Industry & Dexterity - Looper Robotics believes robotics will be the biggest industry in human history, with dexterity being the bottleneck [2][3] - The industry is studying and codifying dexterity learned from people using smart gloves to capture hand movements and senses [4] - This data is used to teach robot hands practical skills, transferring human dexterity to robots [5] Applications & Potential - Today, these gloves teach robots to grasp and assemble, potentially reducing workplace injuries and tackling food insecurity [6] - Tomorrow, they could guide robotic surgeons in rural hospitals or disaster zones and restore touch through prosthetic hands [6] - In 10 years, fleets of machines could share dexterity, rebuilding cities, repairing underwater cables, or exploring dangerous environments [7] Labor Market & Automation - The United States has 380,000 unfilled jobs in manufacturing, with a potential shortfall of up to 3 million workers within a decade [7] - Demographics and math are forcing the largest automation wave in modern American history [9] - Robotics can shrink inequality if built with intention, but could also displace millions of workers and concentrate power [9][10] Economic & Geopolitical Implications - Labor is becoming a commodity once more, like "the next oil," with repeatable physical and cognitive work becoming measurable and programmable [11][12] - The nations and firms that control this new commodity will have significant leverage [12] - The US needs to rewire itself to use AI at scale, seeing it as a lubricant to make systems run better, not just perfecting models [15] Policy & Strategy - An actionable idea would be a robot tax index to automation intensity, rechanneling gains into training and safety [14] - The US has no shot at winning the AI race without robotics, as AI's value is in what it touches [14][15] - Robotics is synonymous with the manufacturing of labor and should be scaled to create infrastructure that extracts value from AI [16]

I've got another industry question which is about the huge sums of money that are flowing into again not that many companies like yours and whether this might be a bubble whether this might be like a dot bubble where it turns out that some of these companies are overvalued. AI is still a nent technology and uh and from a development point of view there's still a lot to be developed. The science is very hard.It takes a lot to to to make scientific and technological breakthroughs. This is why resourcing these ...

RT Riley Ray Griffin (@rileyraygriffin)Meta is moving into electricity trading, betting it can speed up construction of new US power plants to fuel its AI ambitions. Our interview with Meta’s energy chief shows how Big Tech is reshaping America’s energy markets.With Josh Saul & @naurtorious: https://t.co/dPnhiP1zux ...

Market Overview - The three major stock indexes are expected to close the week sharply lower, with the S&P 500 and Nasdaq on track for their largest weekly losses since April [1][3] - The Dow Jones Industrial Average advanced 0.8% after a significant drop earlier in the week, while the S&P 500 and Nasdaq also saw slight increases [2][3] - Concerns about AI spending and valuations of major tech firms have contributed to the recent sell-off in equities [1][3] Federal Reserve Insights - New York Fed President John Williams indicated support for a potential interest rate cut "in the near term," leading to a 73.1% likelihood of a rate cut at the next Federal Reserve meeting [2][17] - The Fed's policy committee remains divided on whether to cut rates to support the job market or maintain higher rates to combat inflation [18] Cryptocurrency Trends - Bitcoin has continued its decline, reaching approximately $80,600, its lowest level since April 11, down from an overnight high of over $88,000 [4] Corporate Earnings Highlights - Walmart shares rose 6.5% after reporting better-than-expected third-quarter results and raising its fiscal 2026 outlook [6] - Gap Inc. reported third-quarter adjusted earnings per share of $0.62, exceeding analyst expectations, and raised its guidance for fiscal 2025 [9][10] - Elastic shares fell 15% despite reporting better-than-expected results and raising its outlook for fiscal 2026 [12][13] - BJ's Wholesale Club raised its full-year profit forecast after reporting better-than-expected third-quarter net income [23] Sector Performance - The S&P 500's Health Care Index has risen 5% this month, outperforming the broader market, which is down more than 4% [14][15] - Eli Lilly briefly reached a market capitalization of $1 trillion, becoming the first healthcare firm to do so [19]