News Summary: NVIDIA NVQLink to be broadly adopted by more than a dozen supercomputing centers across the globe, joining U.S. labs and quantum builders to advance quantum computing.NVQLink connects quantum processors with NVIDIA accelerated computing, enabling large-scale quantum-classical workflows powered by the NVIDIA CUDA-Q platform.A first-of-its-kind open and universal interconnect architecture, NVQLink provides the critical link the world’s supercomputing centers need to integrate a rich array of qua ...

Arm plans to start incorporating Nvidia's NVLink technology into chip designs for AI data centers https://t.co/0R7ag7Ly2n ...

Market Overview - The stock market is experiencing significant selling pressure, with the Dow down nearly 700 points, approximately 1.5% [2][3] - The NASDAQ composite is down less than the Dow, while the S&P 500 is down about 1.3% [3] - Small-cap stocks are particularly affected, with the Russell 2000 down 1.85% and the S&P 600 down 2.3% [3] Volatility and Bond Market - The VIX index has been increasing, indicating rising volatility, with intraday highs surpassing 22 [4] - Bond yields are slightly down, with the 10-year Treasury yield at 4.13% and the 30-year at 4.73% [5] Sector Performance - Only the utilities sector is showing positive performance, up 0.5%, while technology stocks are the biggest losers, down 2.25% [6][7] - Notable losses in the semiconductor and software sectors, with companies like Oracle and Salesforce down 3% [7] Bitcoin and Crypto Market - Bitcoin has dropped to approximately $91,500, down over 25% from its record high of over $126,000 [29][30] - The recent weakness in Bitcoin is viewed as a potential warning sign for equities, with liquidity concerns impacting demand [11][12] Apple Inc. Developments - Apple shares are lower following Berkshire Hathaway's disclosure of selling $10.6 billion worth of Apple stock in Q3 [53] - The company faces pressure regarding its slower move into artificial intelligence and the search for new product innovations [57][58] Quantum Computing Company Performance - Quantum Computing reported a significant improvement in revenue, with a net income of $2.4 million compared to a loss of $5.7 million a year ago [56] Palantir Technologies Insights - Palantir shares have declined around 12% in the last week due to concerns over high valuations in the AI sector [75] - CEO Alex Karp expressed confidence in the company's value proposition and its appeal to average investors [76][78] SoFi Financial Performance - SoFi has seen a year-to-date increase of over 70%, attributed to its diversified business model and benefits from a lower interest rate environment [97][99] - The company is expected to maintain strong revenue growth, with a 25% EBITDA margin [102] Fiserv Challenges - Fiserv's stock has dropped approximately 70% this year, with a significant earnings miss and lowered guidance impacting investor confidence [105][107] - The company faces competition from newer fintech solutions, leading to potential loss of client interest [110]

The Dow Jones Industrial Average (^DJI) concluded Monday, November 17, 2025, down 557.24 (-1.18%) points, as investors navigated a cautious market ahead of pivotal corporate earnings and delayed economic data. The primary narrative driving market sentiment was the impending Q3 earnings report from Nvidia (NVDA), a bellwether for the Artificial Intelligence (AI) sector, scheduled for Wednesday. Concerns over the valuation of AI stocks intensified, contributing to a broader market pullback. Additionally, the ...

Recent note from city pointing to crypto weakness as a potential warning sign for equities but saying liquidity could soon turn and revive risk assets into year end. For more Dirk Viller, head of macro strategy and asset allocation at city. Dirk it is good to see you as always.Let's start with that recent note from you all Durk where you were talking about Bitcoin's recent weakness as sort of this this warning sign for stocks since you've said you know wrote that Bitcoin's even weaker but but start there Di ...

U.S. equities experienced a notable downturn on Monday, November 17, 2025, as investor sentiment was dampened by persistent worries surrounding the valuation of artificial intelligence (AI) stocks and a cautious outlook ahead of crucial economic data and major corporate earnings reports later in the week. All three major indexes closed in negative territory, with the tech-heavy Nasdaq Composite leading the declines.Day's Performance RecapThe Dow Jones Industrial Average (DJIA) shed 1.2%, or approximately 55 ...

I think we're going to have a within a few years, we're going to end up because of the CHIP CHIPS Act. The CHIPS Act was a disaster for this country. We gave away billions of dollars to other countries and other locations and companies, and all they did was rob our money.But because of tariffs, the chips are coming back. Chip makers are all coming back. And I think within a very short period of time, we're going to have maybe even a majority of the chip making in the world will be right in the United States ...

Since my last analysis on Advanced Micro Devices, Inc. ( AMD ) stock, the price has risen by 22%. I leaned cautious in my previous two analyses on AMD because the valuationAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is ...

Core Insights - Advanced Micro Devices, Inc. (AMD) stock price has increased by 22% since the last analysis, indicating a positive market response to the company's performance [1] Group 1 - The previous analyses on AMD were cautious due to valuation concerns, suggesting that the stock may have been perceived as overvalued prior to the recent price increase [1]

Core Insights - The article discusses the ongoing AI revolution, emphasizing the significant investments and growth potential in AI infrastructure, particularly driven by companies like NVIDIA, Taiwan Semiconductor, and OpenAI [1][2][3] Investment Landscape - JPMorgan analysts project that global AI infrastructure investment could reach approximately $5 trillion by 2030, necessitating around $650 billion in additional yearly revenue to achieve a 10% annual return [3][6] - The persistent demand for NVIDIA's GPU-driven accelerated computing systems is highlighted, suggesting that analysts have underestimated the growth potential in this sector [4][5] Economic Impact - AI systems are characterized as multipliers of economic activity, requiring new and faster computing power to enhance productivity across various industries [8][10] - The emergence of Physical-AI is expected to significantly impact GDP, with autonomous machines and smart systems becoming more prevalent in the coming years [10][11] Market Dynamics - The article notes that large institutional investors, such as Baillie Gifford, focus on long-term growth and are significant players in the AI investment landscape [12][13] - The current market sentiment is described as underhyped, with the potential for further growth and investment in AI technologies [15][16] Future Outlook - Expectations are set for NVIDIA to report strong quarterly results, leading to potential upward revisions in growth estimates and price targets from Wall Street analysts [16]