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3 'Magnificent 7' Stocks With Cheap Options Prices
Schaeffers Investment Research· 2025-10-28 18:37
AAPL is charging higher, earlier tapping a fresh record of $269.89, with added support stemming from the 30-day moving average. Should today's gains hold, the equity will be headed for a fourth-straight win and add to its now 7.4% year-to-date gain. This price action comes ahead of the company's fiscal fourth quarter report, slated for after the bell on Thursday, Oct. 30. Tim Cook's Apple Inc (NASDAQ:AAPL) was last seen trading up 0.3% at $269.67, earlier surpassing the $4 trillion market cap level. In term ...
Lilly partners with Nvidia on AI supercomputer to speed up drug development
Reuters· 2025-10-28 18:31
Eli Lilly said on Tuesday it was collaborating with Nvidia to build a supercomputer to help with drug discovery and shorten development cycles, getting medicines to people faster. ...
Synopsys Spotlights Agentic AI, Accelerated Computing, and AI Physics at NVIDIA GTC Washington, D.C.
Prnewswire· 2025-10-28 18:30
Accessibility StatementSkip Navigation SUNNYVALE, Calif., Oct. 28, 2025 /PRNewswire/ -- Synopsys, Inc. (NASDAQ: SNPS) is attending NVIDIA GTC Washington, D.C. October 27-29 to showcase advancements in engineering solutions from silicon to systems that will underpin the next era of industrial innovation. Now united with Ansys, Synopsys' expanded portfolio accelerates engineering productivity, improves product performance, and unlocks development insights, from semiconductor design at the atomic scale to larg ...
Eli Lilly Partners With Nvidia to Build AI Supercomputer for Drug Discovery
WSJ· 2025-10-28 18:30
Core Insights - The drugmaker aims to utilize a supercomputer powered by Nvidia chips to enhance its drug discovery process and reduce lengthy research and development timelines [1] Company Summary - The company is focusing on leveraging advanced technology, specifically Nvidia's supercomputing capabilities, to improve efficiency in finding new drugs [1] - The initiative is expected to significantly accelerate the research and development phases, which are traditionally time-consuming in the pharmaceutical industry [1] Industry Summary - The pharmaceutical industry is increasingly adopting advanced computing technologies to streamline drug discovery and development processes [1] - The integration of supercomputing in drug research is seen as a pivotal move to address the challenges of lengthy R&D timelines faced by the industry [1]
Keysight to Showcase Quantum-AI Collaboration at GTC 2025 with NVIDIA NVQLink
Businesswire· 2025-10-28 18:30
SANTA ROSA, Calif.--(BUSINESS WIRE)---- $KEYS #AI--Keysight Technologies, Inc. (NYSE: KEYS) announced that they support the development of the new NVIDIA NVQLink open architecture for the low- latency of quantum processors and AI supercomputing. Keysight Technologies is working with NVIDIA to advance hybrid quantum–AI computing through high-performance control systems and AI-driven infrastructure. Disaggregated computer architecture is redefining the future of high-performance computing (HPC), enabling orga ...
Eli Lilly, Nvidia partner to build supercomputer, AI factory for drug discovery and development
CNBC· 2025-10-28 18:30
Core Insights - Eli Lilly and Nvidia are collaborating to create the pharmaceutical industry's most powerful supercomputer and AI factory to enhance drug discovery and development [1][2] - The partnership aims to reduce the time and costs associated with bringing new drugs to market, which typically takes about 10 years [2] - Eli Lilly expects the supercomputer and AI factory to be operational by January 2026, with significant benefits anticipated by 2030 [3] AI and Drug Discovery - The pharmaceutical industry's use of AI is still in its early stages, with no AI-designed drugs currently on the market, but there is progress in AI-discovered drugs entering clinical trials [4] - The supercomputer will utilize over 1,000 Nvidia Blackwell Ultra GPUs, creating a high-speed network to support AI model development for drug discovery [5] - Eli Lilly's Chief AI Officer described the supercomputer as a novel scientific instrument that will enable unprecedented scale in drug discovery [6] Opportunities and Platforms - The new tools will focus on discovering new molecules, which is seen as a significant opportunity for the industry [7] - Eli Lilly launched the Lilly TuneLab platform to provide biotech companies access to AI models trained on its proprietary research, valued at $1 billion [7][8] - The TuneLab platform employs federated learning, allowing companies to utilize AI models without directly sharing data [9] Precision Medicine - The company aims to support researchers with new AI agents and advanced medical imaging to develop new biomarkers for personalized care [10] - Precision medicine is a key goal, tailoring treatment based on individual genetic and lifestyle differences, which requires a robust AI infrastructure [11]
Nvidia Stock Is Sailing Into A Sweet Spot — And The Street's Just Taking Notice
Benzinga· 2025-10-28 18:28
For once, Nvidia Corp's (NASDAQ:NVDA) numbers are growing faster than its valuation — and that's saying something. After months of AI euphoria and multiple expansion warnings, Nvidia might actually be drifting into a valuation zone that even cautious investors can live with. In market terms, that's called a "sweet spot." AI demand remains insatiable, from hyperscalers like Microsoft Corp (NASDAQ:MSFT) and Meta Platforms Inc (NASDAQ:META) to new AI model players scrambling for GPUs. Yet, with earnings growth ...
ASM International Orders Miss Forecasts as Chip Demand Remains Fragmented
WSJ· 2025-10-28 18:15
The Dutch company posted orders below analysts' forecasts for the third quarter as bookings from China fell substantially and demand for semiconductors in different sectors remains uneven. ...
X @Bloomberg
Bloomberg· 2025-10-28 18:14
ASM reported third-quarter orders that missed analysts’ estimates due to lower demand from manufacturers of cutting-edge chips and a drop off in orders from China https://t.co/9zroHAm9P5 ...
Jensen Huang says Nvidia's AI chips are now being manufactured in Arizona
CNBC· 2025-10-28 18:01
Core Insights - Nvidia's CEO Jensen Huang announced that the company's fastest AI chips, Blackwell GPUs, are now in full production in Arizona, marking a shift from previous manufacturing solely in Taiwan [1][2] - The production move aligns with a request from former President Trump to bring manufacturing back to the U.S. for national security and job creation [2] - Nvidia expects $500 billion in GPU sales from the Blackwell generation and next year's Rubin chips combined, with 6 million Blackwell GPUs shipped in the last four quarters [5] Manufacturing and Partnerships - Nvidia's Blackwell-based systems will also be assembled in the U.S., emphasizing the company's role in the U.S. technology landscape [3] - A partnership with Nokia was announced, where Nvidia will invest $1 billion to build telecommunications gear, focusing on 5G and 6G technologies [6][7] - The collaboration aims to reduce reliance on foreign technologies, particularly from China's Huawei, which has faced restrictions in the U.S. [8] Technology and Innovation - Nvidia's new product, Nvidia ARC, will integrate its Grace GPU, Blackwell GPU, and networking components for future base stations [9] - The company is positioning itself as a leader in the U.S. AI infrastructure, with a focus on quantum computing advancements through partnerships with various startups and the Department of Energy [15][16] Market Challenges - Nvidia has faced significant challenges in the Chinese market, with the company currently "100% out of China" and no market share there due to U.S. export restrictions [14] - The U.S. government has imposed licensing requirements on Nvidia's H20 chip, which could have generated approximately $10.5 billion in sales over two quarters [12][13] - Despite receiving licenses for the H20 chip, Nvidia has not introduced a newer chip for the Chinese market based on the current Blackwell generation [14]