Core Points - The announcement of a strategic partnership between Nokia and NVIDIA was made, indicating a significant collaboration in the technology sector [1]. Group 1: Partnership Details - The partnership aims to leverage both companies' strengths to enhance their market positions and drive innovation [1]. - Key executives from both companies, including the CEO and CFO of Nokia, participated in the call to discuss the implications of this partnership [1]. Group 2: Agenda Overview - The agenda included a presentation of key messages from the announcement followed by a Q&A session to address investor inquiries [3].

Joby Aviation (NYSE:JOBY) is collaborating with NVIDIA (NASDAQ:NVDA) to advance the development of Joby’s autonomous flight technology "Superpilot" with the integration of NVIDIA’s (NASDAQ:NVDA) IGX Thor compute platform. Powered by NVIDIA's Blackwell architecture, IGX Thor is designed to power the ...

Jensen Huang said Nvidia has helped reinvigorate U.S. manufacturing less than a year into President Trump’s second term https://t.co/vKtx2fXPst ...

U.S. stock markets continued their impressive rally on Tuesday, October 28, 2025, with all three major indexes closing at fresh all-time highs for the third consecutive day. Investor sentiment was buoyed by a robust earnings season, ongoing enthusiasm for artificial intelligence advancements, and strong expectations for an interest rate cut from the Federal Reserve this week. The positive momentum reflects a market digesting solid corporate reports and anticipating a more accommodative monetary policy.Major ...

Market Domination anchor Josh Lipton breaks down the latest financial news for October 28, 2025. Nvidia CEO and co-founder Jensen Huang announced a partnership with the United States Department of Energy to build seven new AI supercomputers at the chipmaker's 2025 GTC event on Tuesday.. Huang also announced partnerships with Palantir, Uber, CrowdStrike, and others. Josh speaks with Daniel Newman of Futurum about Jensen Huang's announcements of these partnerships, Nvidia's record stock moves, and what it mea ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. Tech stocks are rallying on AI optimism and overall major indices are getting a boost, but right now there's under an hour to go with the closing balance stocks.They are higher. Let's take a quick look at the popular averages here. The Dow up 280 points.Your broad day S&P 500 is up about half a percent and your tech heavy NASDAQ is rallying about 1%. Let's welcome our data and markets editor Jared Blickery. Jared, w ...

Q3 2025 Conference Call October 28, 2025 Atomera Incorporated 1 Safe Harbor This presentation contains forward-looking statements concerning Atomera Incorporated (""Atomera," the "Company," "we," "us," and "our"). The words "believe," "may," "will," "potentially," "estimate," "continue," "anticipate," "intend," "could," "would," "project," "plan," "expect" and similar expressions that convey uncertainty of future events or outcomes are intended to identify forward- looking statements. These forward-looking ...

If you build it, they will come. So, how will all this play out in the semis trade. Joining us now is VC Arya from Bank of America.It's great to have you back on and let's start right there because it was another gang busters days day overall for the semis sector. Um, how much further can AI drive this. >> Uh, thanks Morgan.I I think that this thing can go on for at least another year to two years and perhaps even till 2030. And the reason is that most infrastructure cycles you know they tend to last for a ...

Core Viewpoint - The semiconductor sector is experiencing significant growth driven by AI and infrastructure spending, with expectations for this trend to continue for at least another year to two years, potentially lasting until 2030 [2]. Industry Insights - Infrastructure cycles in technology, such as 3G, 4G, and now 5G, typically last over a decade, indicating a long-term growth trajectory for the semiconductor industry [2]. - A virtuous cycle is emerging where infrastructure spending leads to the creation of intelligence, which is monetized and reinvested into further infrastructure, positioning semiconductors as critical components in this process [3]. Company Performance - Companies like Nvidia, AMD, and Broadcom are well-positioned to benefit from the ongoing demand in the semiconductor space, with Nvidia projecting nearly half a trillion dollars in demand between 2025 and 2026 [4][5]. - Nvidia's investments are part of a broader trend where large public hyperscalers are deploying significant capital expenditures, which are only about two-thirds of their operating cash flow, indicating their capacity to invest in infrastructure [6]. Market Dynamics - The semiconductor industry is seeing a divergence in performance, with stronger growth in AI and data center segments compared to weaker areas like consumer electronics and smartphones [9]. - There is potential for increased mergers and acquisitions in the semiconductor sector, particularly among companies facing challenges in the consumer and smartphone markets [10].

Core Insights - The company is facing challenges regarding access to the Chinese market, which is critical for its operations [1] - Jensen Huang, the CEO, has publicly expressed support for the administration's agenda in light of these challenges [1] Company Position - The company is navigating potential risks associated with its market presence in China, indicating a strategic focus on aligning with governmental policies [1] Industry Context - The situation reflects broader industry concerns regarding geopolitical tensions and their impact on market access, particularly in China [1]