• AMAL
• META
• NVDA

US Supreme Court to hear Facebook bid to escape securities fraud suit

• 000660
• AMZN
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Nvidia stock 'set up well to sustain its outperformance' says Goldman Sachs

Goldman Sachs maintains a Buy rating on Nvidia, anticipating strong AI-driven demand and growth, despite potential risks in the GPU market and supply chain.

• AMZN
• GOOGL
• NVDA
• NWSA

Perplexity raising new funds at $9 billion valuation, source says

• AMZN
• META
• NVDA
• TSLA
• US500

What is the outlook for Magnificent Seven stocks beyond October

BCA Research warns of uncertainty for the Magnificent Seven tech stocks as their earnings growth slows and capital spending increases, potentially leading to market underperformance.

• NVDA
• SMCI

Super Micro may have to dump NVIDIA Blackwell to survive – analyst

Super Micro Computer faces financial difficulties, prompting analysts to recommend cutting the costly Blackwell program to ensure long-term viability while addressing inventory and profitability challenges.

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• TSLA

Robot AI startup Physical Intelligence raises $400 million from Bezos, OpenAI

Physical Intelligence raised $400 million to develop versatile software for robots, aiming to make them adaptable, as major tech firms invest heavily in AI and robotics.

• AMD
• AMZN
• AVGO
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA

Hyperscalers like Alphabet, Microsoft, Amazon, and Meta project significant Capex increases to support AI growth, with Nvidia poised to dominate the AI accelerator market.

• DELL
• NVDA
• SMCI

Nvidia said to be routing orders away from Super Micro amid accounting woes

Super Micro Computer Inc faces stock volatility due to auditor resignation and restructuring by NVIDIA, impacting the AI supply chain and benefiting Dell Technologies.

• BA
• DJI
• INTC
• MAR
• NVDA
• SHW
• VKTX

Nvidia, Roblox, Sherwin-Williams rise premarket; Trump Media falls

US stock futures rise amid a significant week with elections and Fed meetings; Nvidia, Roblox, and Sherwin-Williams gain, while Trump Media, Marriott, and Phunware decline.

• AAPL
• META
• MSFT
• NVDA
• TSM

Market value of Nvidia and TSMC surges in October on strong AI chip demand

Nvidia's market value surged 9.3% in October, benefiting from high AI chip demand, while Apple's cap declined. Other companies faced drops amid rising AI costs and economic concerns.