Core Insights - NVIDIA's CEO Jensen Huang announced the construction of seven new supercomputers for the U.S. Department of Energy, with a backlog of $500 billion in orders for Blackwell and Rubin series chips over the next five quarters [1][2] - Huang addressed concerns about an "AI bubble," stating that the AI industry has reached a turning point where customers are willing to pay real cash for models, indicating a positive feedback loop in the commercial returns of expensive computing infrastructure [1] - The conference showcased collaborations with companies like Uber, Palantir, and CrowdStrike, marking a shift from research validation to large-scale commercial deployment of AI [1] Company Developments - The supercomputers will be partially used for nuclear arsenal maintenance and nuclear fusion energy research, with the largest project involving Oracle and utilizing 100,000 Blackwell chips [2] - NVIDIA's stock rose nearly 5% on the announcement, surpassing $200 for the first time and reaching an intraday high of $203.15 [2] - The company announced a $1 billion investment in Nokia for a 2.9% stake, launching the Arc product line to enhance AI efficiency in 6G base stations [2] Market Positioning - Analysts noted that NVIDIA is extending its influence beyond data centers into new markets, although the scale is still smaller compared to major cloud providers like Microsoft, Amazon, Google, and Meta [2]

Nvidia is closing in on a record $5 trillion market value after a spree of announcements Tuesday lifted its shares another 5%. The company introduced a raft of innovations during its annual GTC event (which is short for GPU Technology Conference, a reference to Nvidia’s core product, the graphics processing unit). Partnerships with Uber, Palantir, Nokia and Oracle were unveiled, as were initiatives across computing, robotics, vehicles, medicine, telecom and other areas. Clad in his customary all-black ens ...

America, the land of innovation, where invention shaped destiny [Music] and technology helped dreams take flight. At Bell Labs, the transistor was born, sparking the age of semiconductors and giving rise to Silicon Valley. [Music] Hedi Lamar reimagined communication, paving the way for wireless connectivity.IBM's system 360 put a universal computer at the heart of industry. Intel's microprocessor drove the digital age forward and Craig's supercomputers expanded the frontiers of science. >> So, we think we'r ...

[Music] There are many ways to build a quantum computer. Each uses cubits, quantum bits as its core building block. But no matter the method, all cubits, whether superconducting cubits, trapped ions, neutral atoms or photons, share the same challenge.They're fragile and extremely sensitive to noise. Today's Qbits remain stable for only a few hundred operations. But solving meaningful problems requires trillions of operations.The answer is quantum error correction. Measuring disturbs a cubit which destroys t ...

The age of AI has begun. Blackwell is its engine, an engineering marvel. In Arizona, it starts as a blank silicon wafer.Hundreds of chip processing and ultraviolet lithography steps build up each of the 200 billion transistors layer by layer on a 12in wafer. In Indiana, HBM stacks will be assembled in parallel. HBM memory dies with 1,024 IO's are fabricated using advanced EUV technology through silicon via is used in the back end to connect 12 stacks of HBM memory and base dye to produce HBM.Meanwhile, the ...

Atomera (NasdaqCM:ATOM) Q3 2025 Earnings Call October 28, 2025 05:00 PM ET Speaker4Hello, everyone, and welcome to Atomera's third quarter 2025 update call. I'd like to remind everyone that this call and webinar are being recorded, and a replay will be available on Atomera's IR website for one year. I'm Mike Bishop with the company's investor relations. As in prior quarters, we are using Zoom, and we will follow a similar presentation format with participants in a listen-only mode. We will open with prepare ...

Jensen Hong is seemingly doing everything right. I mean, short of gifting President Trump a golden GPU, he is ma he is, you know, courting the president in terms of echoing some of the sentiment that the administration has regarding uh manufacturing in in America, etc., and then also making all these partnerships, which seems to be the way to put market cap onto your company these days. Inc, a partnership and and the rest will follow.>> Well, he even referred to it as a virtuous cycle. Um and so at what is ...

Nvidia - Nvidia shares surged 5% to an all-time high following CEO Jensen Huang's keynote at the developers conference, highlighting the company's pivotal role in the AI boom [3][7] - The company announced a $1 billion investment in Nokia, which saw its shares increase by nearly 23%, and a collaboration with Oracle to build AI supercomputers for the U.S. Department of Energy [3][7] - Nvidia is also partnering with Palantir Technologies to develop an integrated AI technology stack [3] Regeneron Pharmaceuticals - Regeneron shares rose close to 12% after reporting stronger-than-expected quarterly earnings, driven by robust sales of eczema treatment Dupixent and skin cancer treatment Libtayo [4] Skyworks Solutions and Qorvo - Skyworks Solutions and Qorvo announced a merger plan, with both companies' shares increasing by about 6% amid challenges from major customer Apple, which is developing its own modem chips [5] United Parcel Service (UPS) - UPS shares increased by 8% after exceeding analysts' estimates for third-quarter revenue and adjusted earnings per share, indicating progress on a turnaround plan that includes operational streamlining and workforce reduction [6][8] Alexandria Real Estate Equities - Alexandria Real Estate Equities missed estimates for third-quarter revenue and adjusted funds from operations (AFFO), leading to a nearly 20% drop in shares, the largest decline among S&P 500 constituents [9] Royal Caribbean Cruises - Royal Caribbean shares fell 8.5% after reporting third-quarter revenue slightly below expectations and a weaker-than-expected outlook for the fourth quarter, impacted by weather disruptions and increased operating costs [10]

[Music] Hello and welcome to Asking for a Trend. I'm Josh Lipton. For the next half hour, we are breaking down the trends of today that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into. Wall Street seeing green stocks hitting fresh records on Tuesday.Investors like what they're hearing in earnings reports and are getting ready for the Fed's big announcement Wednesday at the en ...

Nvidia Inc (NASDAQ:NVDA) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:41 AM EST on October 28, NVDA triggered a Power Inflow signal at a price of $192.64. In the hour leading up to the Power Inflow signal, NVDA's stock price had some slight pullback following the initial price rise that occurred earlier in the day. Following the Power Inflow signal, the pric ...