I wonder Gina, from a market participants perspective, how does this influence how you will approach today, trading or otherwise. >> Well, you've given us a range that goes from nothing to a lot. So, uh it's a it's a pretty wide range, but look, our 2026 road map um does assume that we continue to see significant capex spending into the infrastructure of AI.Um and we do think that that continues to support uh the kind of let's call it the picks and shovels uh of that uh ecosystem which includes Nvidia, it i ...

Core Insights - The earnings announcements from major hyperscalers like Microsoft will lead to increased scrutiny on AI capital expenditure spending, particularly regarding returns on investment due to their scale and rapid growth [1] Company Analysis - Nvidia Corporation is identified as the main beneficiary of the increased AI capital expenditure, indicating a strong position in the market [1]

Stock Market Today, our daily live blog, is refreshed periodically throughout the day with the latest updates from the market. To find the latest Stock Market Today threads, click here. Happy Friday. This is TheStreet's Stock Market Today for Oct. 3, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 10:05a.m. ET Data Drop We might have no payrolls, but here's what we have instead: PMI. The S&P Global Composite & Services PMI and ISM Services PMI are now out. Here ...