Nvidia was rising after Amazon added to the chorus of large cloud-computing companies saying demand for AI capacity outstrips supply ...

Hey everyone and welcome to earnings cheat sheet for Friday, October 31st. It's Alexis Garcia and Ed Carson here and we'll be taking a look at some key upcoming earnings reports to help you prepare for the week ahead. So, Ed, uh, a little bit of a spooky week here, a little spooky theme, but, uh, we had major earnings come in from a lot of mega caps this week, but we have a lot of big names also ahead.So, what do you have on tap for us today. >> Yeah, you feel like after all that candy, you can just have a ...

Artificial Intelligence AI, crypto stocks. Photo by BeInCrypto At Jensen Huang's recent appearance in Seoul, attendees waved smartphones showing stock tickers for Nvidia and Samsung rather than crypto charts. Meanwhile, trading volumes on Upbit, South Korea's largest crypto exchange, have declined by 12.8% recently, indicating a notable shift in retail investor sentiment. Korean Retail Market Rotates From Crypto to AI-Linked Equities South Korea is witnessing a visible exodus from digital assets. Data ...

Core Insights - Intel is in early discussions to acquire AI chip designer SambaNova as part of its strategy to enhance its position in the AI hardware market [1] - Previous strategies by Intel to position its chips as cost-effective alternatives to Nvidia's have not significantly impacted the market [2] - SambaNova specializes in custom AI chips and systems for large-scale applications and has received investments from key players connected to Intel [3] Acquisition Discussions - Intel is exploring the acquisition of SambaNova, which may be valued under the $5 billion benchmark set during its 2021 financing round [2] - SambaNova has engaged bankers to assess market interest from potential acquirers [2] Product Development - Intel plans to re-enter the AI GPU market with a new AI data center chip set to launch in 2026 [4] - The upcoming data center GPU, named Crescent Island, will feature 160GB of memory and is designed to support growing AI workloads [5] Financial Performance - Intel reported third-quarter 2025 revenue of $13.7 billion, a 3% year-over-year increase, with earnings per share (EPS) of $0.9 [6] - The company forecasts fourth-quarter revenue between $12.8 billion and $13.8 billion, with projected EPS of $(0.14) and non-GAAP EPS of $0.08 [6]

Micron Technology, Inc. ( MU ) has become one of the most compelling stocks on my radar this year, up roughly 115% YoY, as improving earnings visibility and demand point to a shift in becoming a critical supplierI’m a finance student at St. John's University's Peter J. Tobin College of Business, pursuing a Bachelor's degree in Finance with plans to earn my CFA certification. My goal is to become an equity analyst with a focus on tech and semiconductors. My research centers around companies that are underval ...

Core Insights - Micron Technology, Inc. (MU) has seen a significant stock price increase of approximately 115% year-over-year, indicating strong market performance and improving earnings visibility [1] Company Analysis - The company is positioned to become a critical supplier in the semiconductor industry, driven by increasing demand and enhanced earnings visibility [1] Industry Context - The focus on undervalued companies with strong competitive advantages is essential in the tech and semiconductor sectors, highlighting the importance of data-driven investment strategies [1]

By Wen-Yee Lee and Ben Blanchard TAIPEI (Reuters) -Taiwan's top chip design company, MediaTek, expects to earn revenue of billions of dollars from its AI accelerator ASIC chips by 2027, the chief executive said on Friday, as the company pushes further into the data centre business. Chief Executive Rick Tsai told a quarterly earnings conference call that MediaTek was on track to generate $1 billion in revenue from its cloud AI chips in 2026 after its first AI accelerator ASIC project was well executed. " ...

格隆汇10月31日丨太极实业(600667.SH)在投资者互动平台表示，公司半导体业务系为DRAM和NAND Flash等集成电路产品提供封装、封装测试、模组装配和模组测试等后工序服务，主要依托子公司海太 半导体（无锡）有限公司和太极半导体（苏州）有限公司开展。海太半导体主要经营范围涉及DRAM产 品封装及测试、模组组装及模组测试。根据海太半导体与SK海力士签订的《第四期后工序服务合 同》，自2025年7月1日至2030年6月30日，海太半导体以"全部成本+约定收益"的盈利模式为SK海力士 提供半导体后工序服务。 ...

Core Insights - Nvidia has become the first company in history to achieve a $5 trillion market valuation, driven by the global AI boom [1][6] - The company's stock has surged twelve-fold since the launch of ChatGPT in 2022, reflecting its pivotal role in the AI revolution [2] Company Developments - Nvidia announced it secured $500 billion in AI chip orders and plans to build seven supercomputers for the U.S. government [5] - The company is also investing $1 billion for a stake in Nokia [5] - Nvidia's stock rose 3% to close at $207.04, resulting in a market value of $5.03 trillion [1] Historical Context - Founded in 1993, Nvidia initially targeted the gaming market and faced significant challenges early on, including layoffs and financial difficulties [6][8] - The launch of the graphics processing unit (GPU) in 1999 marked a turning point for the company, leading to its public offering [11] - Nvidia's development of the CUDA software platform in 2006 allowed for significant advancements in AI research, accelerating deep learning capabilities [12] Recent Innovations - The introduction of the RTX GPU in 2018 and the Grace Hopper superchip in 2023 have been critical in driving Nvidia's stock price and market position [13][15] - Future advancements include the announcement of the Blackwell AI chip, which is expected to further enhance Nvidia's offerings [15] Strategic Initiatives - Nvidia plans to invest hundreds of billions of dollars in the U.S. supply chain over the next four years, with a focus on manufacturing AI supercomputers domestically [16] - The company's CEO highlighted the influence of previous U.S. tariffs in accelerating the reindustrialization of the U.S. tech sector [17]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying after a sell-off, which may indicate confidence in the company's future performance [1] - Professional background checks are conducted on insiders who purchase shares, adding an additional layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]