Key Points Nvidia has huge sales growth on the books for next year. Alphabet displayed excellent resilience in 2025. TSMC is launching a new chip technology. 10 stocks we like better than Nvidia › Despite many investors proclaiming the market as overvalued heading into the end of the year (which it probably is from a historical standpoint), the market continues to roar higher. This isn't an easy task to juggle for investors, as there are some real investment opportunities combined with FOMO (the ...

Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. All right, Rick, let's talk about this chart for Nvidia.Um, it's so interesting the cycles that we've seen this company and there were many companies who went through this from those lows that we saw earlier this year, Aprilish, um, to where we are now. What do you notice in terms of the trends. >> Yes, very true.A good example of how fortunes can wax and wayne in the stock market here. But for ...

Core Viewpoint - Retail investors are gearing up for a busy earnings week with over 1,600 companies set to report their results, highlighting significant interest in tech and consumer sectors [1] Earnings Reports Overview - Palantir Technologies Inc. is expected to report Q3 earnings of 17 cents per share and revenue of $1.09 billion, reflecting nearly 50% and 70% year-over-year growth respectively [2][3] - Advanced Micro Devices and Super Micro Computer are also in focus for their earnings reports after Tuesday's closing bell [3] - McDonald's Corp. is anticipated to report earnings of $3.33 per share and revenue of $7.09 billion, with investors looking for insights on sales growth and consumer spending trends [8] - Robinhood Markets, Inc. is expected to report Q3 earnings of 51 cents per share and revenue of $1.19 billion, indicating year-over-year growth of 200% and 90% driven by trading and crypto activity [9] - Moderna, Inc. and Novavax, Inc. are set to report earnings on Thursday morning, while Opendoor Technologies Inc. will report after the closing bell [10] - Major energy companies Constellation Energy Corp. and Duke Energy Corp. are scheduled to report on Friday morning [15] Company Highlights - CIFR stock is noted for its significant price movement, attracting attention from investors [1] - Companies like FuboTV, BioCryst Pharmaceuticals, and Cipher Mining are among those reporting earnings, indicating a diverse range of sectors being monitored [5][6] - The earnings season is expected to reflect strong momentum in AI platform demand, particularly for companies like Palantir [3]

Core Viewpoint - Amazon's stock price increased by 5% in pre-market trading following the announcement of a $38 billion agreement with OpenAI to supply NVIDIA chips [1] Group 1 - Amazon has signed a significant agreement worth $38 billion with OpenAI [1] - The partnership involves the supply of NVIDIA chips, indicating a strategic move towards enhancing AI capabilities [1]

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We recently published Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season. NVIDIA Corporation (NASDAQ:NVDA) is one of the top AI and non-tech stocks. Guy Adami from CNBC recently commented on NVIDIA Corp (NASDAQ:NVDA) announcement that the company expects $500 billion in GPU sales between the Blackwell generation and next year’s Rubin chips combined. “He (Jensen Huang) has a fiduciary responsibility to his shareholders and he’s doing it extraordinarily well. So good for him. Making deals, c ...

U.S. stock index futures are pointing to a positive open on Monday, November 3, 2025, as Wall Street looks to extend its winning streak into the new month. Investor sentiment remains buoyed by strong corporate earnings, particularly from the technology sector, and a cautious optimism surrounding U.S.-China trade relations. However, the ongoing government shutdown continues to cast a shadow, delaying crucial economic data releases and keeping market participants focused on private-sector indicators and upcom ...

Core Insights - Columbia Threadneedle Investments reported strong market performance in Q3 2025, with a composite return of 12.06%, slightly below the S&P Global 1200 Information Technology Index's return of 12.82% [1] - The fund's positive stock selection contributed to its relative performance during the quarter [1] Company Highlights - NVIDIA Corporation (NASDAQ: NVDA) was highlighted as a core holding, achieving a one-month return of 9.14% and a 52-week gain of 48.83%, closing at $202.49 per share with a market capitalization of $4.93 trillion on October 31, 2025 [2][4] - NVIDIA's quarterly revenue doubled year-over-year, driven by high demand for data-center products and the adoption of its chips in generative AI applications [3] - The company is positioned at the center of the global AI computing cycle, supported by its hardware leadership and strategic partnerships, including a $100 billion investment in OpenAI [3] Market Position - NVIDIA ranked 5th among the 30 most popular stocks among hedge funds, with 235 hedge fund portfolios holding its stock at the end of Q2 2025, an increase from 212 in the previous quarter [4] - In Q2 2026, NVIDIA reported revenues of $46.7 billion, surpassing expectations, indicating strong market confidence [4]

The deal will give Microsoft access to compute infrastructure built with Nvidia's GB300 GPUs, which will be deployed over phases through 2026. https://t.co/Unk4TgAtiu ...

Group 1 - Microsoft signed a $9.7 billion, five-year contract with Australia's IREN to secure additional AI cloud capacity [2] - The deal will provide Microsoft access to compute infrastructure utilizing Nvidia's GB300 GPUs, with deployment planned through 2026 at IREN's facility in Texas [2] - IREN is also purchasing GPUs and equipment from Dell for approximately $5.8 billion [2] Group 2 - Microsoft launched its first production cluster with Nvidia's GB300 NVL72 systems for Azure, optimized for various AI applications [3] - A previous deal was signed with Nscale for around 200,000 Nvidia GB300 GPUs for data centers in Europe and the U.S. [3] Group 3 - IREN transitioned from a bitcoin-mining operation to focusing on AI workloads, significantly benefiting from this shift [4] - The CEO of IREN expects the Microsoft deal to utilize only 10% of the company's total capacity, generating about $1.94 billion in annualized revenue [4]