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Trump: Nvidia and China chip deal is between them.
Yahoo Finance· 2025-10-31 15:55
They're going to be talking to Dvidia and others about taking JIPS. We make great jips. Dvidia is the leader.I'll be speaking to Jetsonia, but they're going to be discussing that with Dvidia to see whether or not they could do I said that's really between you and Dvidia, but we're sort of the arbitrator or the referee. We're not talking about the black ball that just came out. ...
X @The Wall Street Journal
Nvidia has struck a spate of deals with some of South Korea’s biggest companies that will see more than a quarter-million of its chips deployed across the country https://t.co/ZekeCQNzOY ...
Unlocking Q4 Potential of Qualcomm (QCOM): Exploring Wall Street Estimates for Key Metrics
ZACKS· 2025-10-31 15:38
Wall Street analysts expect Qualcomm (QCOM) to post quarterly earnings of $2.87 per share in its upcoming report, which indicates a year-over-year increase of 6.7%. Revenues are expected to be $10.77 billion, up 5.2% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. ...
Nvidia Rises As Amazon's Andy Jassy Touts 'Deep Relationship'; Is Nvidia A Buy Or Sell Now?
Investors· 2025-10-31 15:23
Group 1 - Nvidia stock (NVDA) is approaching $200 per share, driven by optimism surrounding a potential trade agreement between the U.S. and China [1] - Nvidia shares increased despite Qualcomm (QCOM) announcing its entry into the artificial intelligence data center market, which is currently dominated by Nvidia [1] - The stock market is experiencing a rise, influenced by expectations of a trade deal and upcoming earnings reports from major companies [4] Group 2 - The best AI stocks are those that either generate revenue or gain a strategic advantage from the rapidly evolving artificial intelligence sector [2]
Stock Market Today: Traders Seek Turnaround Trade to Cap off Hallow-Week
Yahoo Finance· 2025-10-31 15:19
This 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. 31, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 9:32 a.m. ET Opening Bell The U.S. markets are now open. The Nasdaq (+1%) is 1% higher, trailed by the S&P 500 (+0.60%) and Dow (+0.15%). The Russell 2000 (+0.05%) is also registering a few bip ...
Korea's Next Industrial Revolution
NVIDIA· 2025-10-31 14:55
대한민국 한강의 기적을 읽어낸 나라. 여러분의 결단력과 희생으로 단순한 재건을 넘어 역사상 가장 빠른 산업화를 이루었습니다. 작은 공방에서 시작해 대규모 공장에 이르기까지 오늘날의 한국을 만들었습니다.철강, 반도체, 전자 제품, 선박, 자동차, 그리고 기술을 통해 전 세계 가정에 한국의 이름을 알렸습니다. 사람과 사람을 연결하고 한국을 미래와 연결했습니다. >> 그리고 하나의 불꽃이 피어났습니다.바로 스타크래프트. PC방이라는 새로운 경기장이 탄생했고 엔비디아 쥐퍼스는 새로운 플레이어들의 장비가 되었습니다. 이 스포츠는 모두의 무대가 되었고 챔피언은 국민의 염원을 안고 우승을 거어주였습니다.케이컬처 세계는 처음에는 호기심으로 이내 사랑에 빠졌습니다. K드라마, K뷰티, K스타일에 빠졌고 떠오르는 세대는 더욱더 높이 나아가고 있습니다. >> 한국의 황금기를 향해 그리고 AI, AI 엔진엔 M비디아 GPU로 구동되는 새로운 종류의 AI 팩토리와 함께 AI 혁명이 도래했습니다.한국은 반도체에 이어 이제는 AI ...
Nvidia CEO: Korea will grow tremendously in semiconductors
Bloomberg Television· 2025-10-31 14:50
Uh Korea is going to be um uh growing tremendously in semiconductors in the coming years and the reason for that as you know uh Samsung and SK helped me invent the AI supercomputer. Without the HBM memory there is no AI supercomputer and over the next decade uh memory technology and semiconductor growth here in Korea will be very significant with with with respect to China. Uh, China is now 0% of our business.We used to have 95% share of the AI business in China. Now we're at 0% share. And I'm disappointed ...
U.S. Stocks Regain Ground As Amazon Surges On Upbeat Earnings
RTTNews· 2025-10-31 14:43
Stocks have moved mostly higher during trading on Friday, regaining ground following the slump seen over the course of the previous session. The tech-heavy Nasdaq has shown a notable rebound, while the Dow is posting a more modest gain.The major averages have given back ground after an initial surge but are currently all in positive territory. The Nasdaq is up 243.78 points or 1.0 percent at 23,824.92, the S&P 500 is up 36.16 points or 0.5 percent at 6,858.50 and the Dow is up 60.12 points or 0.1 percent a ...
Market Breadth & Mega Cap Earnings Back Rally, Watch WMT as SNAP Benefit Barometer
Youtube· 2025-10-31 14:30
Market Overview - The S&P 500 is experiencing a rotation with over 50% of its stocks in the green, although some mega-cap stocks like Apple and Nvidia are seeing slight declines [2][3] - There is an inverse relationship observed where market breadth expansion leads to S&P 500 declines, while concentration in stocks results in upward movement [4] Earnings Insights - A mixed reaction was noted from the earnings reports of major tech companies, particularly regarding capital expenditure (capex) guidance [6][7] - Meta's vague capex guidance negatively impacted its stock, while Amazon reported significant growth in AWS revenue and increased capex, positively affecting its stock [7][8] - Apple's recent quarter missed expectations due to supply chain issues in China, leading to initial gains followed by a sell-off [8][9] - Over 60% of the S&P 500 has reported earnings, with over 80% beating expectations [10] Walmart and SNAP Benefits - Walmart could be significantly impacted by the potential suspension of SNAP benefits due to a government shutdown, with estimates suggesting a $500 million weekly impact [10][12] - The company typically receives about 25% of SNAP benefits, which could lead to a $2.5 billion to $3 billion impact on current quarter topline growth if the situation persists [11][13][14] Macro and Geopolitical Factors - The recent FOMC decision resulted in a 25 basis point cut, with ongoing discussions about trade agreements, particularly with China [16][17] - Agricultural products like soybeans are holding up, but corn and wheat are declining, indicating potential volatility in those markets [18] - Crude oil prices may be affected by potential strikes on Venezuelan military assets, with recent imports from Venezuela showing a significant drop [19][20]
芯德半导体向港交所提交 上市申请
Mei Ri Jing Ji Xin Wen· 2025-10-31 14:28
据港交所文件,10月31日,江苏芯德半导体科技股份有限公司向港交所提交上市申请书,独家保荐人为 华泰国际。 0:00 ...