BlackRock Innovation and Growth Term Trust

The U.S. administration is reportedly considering allowing Nvidia to sell its advanced Hopper chips to China.

US Considers Allowing Nvidia to Sell H200 Chips to China

Trump's Team Proposes Selling NVIDIA H200 Chips to China

Cantor Fitzgerald Raises NVIDIA EPS Forecast

Fundstrat strategist Tom Lee recommends 'buying the dip' after NVIDIA stock volatility

Nvidia's Earnings Beat Expectations but US Stocks React Coldly

NVIDIA to settle in T17, T18 of Nangang Software Park

Nvidia Earnings Boost Analysts to Raise Price Target

Foxconn and Nvidia Collaborate on $1.4B Supercomputing Center

Foxconn Announces Plan to Build a Major Data Center in Taiwan Using NVIDIA's GB300 Platform

Asian chip stocks fall after NVIDIA's overnight drop due to AI valuation concerns

Cathie Wood Buys Nvidia Stocks

NVIDIA's stock experienced a "roller coaster" after strong earnings, turning from gains to a loss.

NVIDIA identifies power supply as a new growth risk for data center customers in its filings.

Google and NVIDIA Launch GeForce NOW Fast Pass for New Chromebook Customers

NVIDIA and Foxconn Partner to Introduce AI into Factories and Production Lines

NVIDIA Approved to Invest 100 Million New Taiwan Dollars for Building an Office in Taiwan

Jensen Huang Dismisses Market Skepticism: Nvidia's Order Total Surpasses $50 Billion

NVIDIA to Collaborate with VisionBay to Create Market Platform

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

Foxx Development

Palatin Tech

Mobile-Health Network Solutions

Nuvve

Datavault AI

CCSC Tech

Iveda Solutions

Harrison Global

Alps

NVDA

The Score is a weekly review of the biggest stock moves and the news that drove them.

Constellation Energy

NVIDIA

Eli Lilly

The Score: Nvidia, Constellation, Eli Lilly, Gap and More Stocks That Defined the Week

The stock market rebounded Friday on Fed rate cut hopes but suffered damaging weekly losses. Nvidia, Apple and Eli Lilly are in focus.

Apple

Dow Jones Futures: Stocks Bounce, Still Battered; Nvidia, Apple, Eli Lilly In Focus

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Nvidia's latest earnings report exceeded expectations, showing re-accelerated growth for the first time in six quarters. Despite a post-earnings rally that fizzled, Nvidia's results disproved fears of an 'AI bubble' and confirmed accelerating AI demand. Q3 revenue rose 62% YoY, with Q4 guidance projecting 65% growth. Data center revenue also surged. Nvidia's performance indicates the AI boom is speeding up, not slowing down.

- Nvidia's recent earnings report showed a 62% revenue increase, signaling a re-acceleration in AI demand after six quarters of slowing growth.  
- Despite fears of an "AI bubble," Nvidia's strong guidance and sold-out GPU capacity indicate sustained growth in the AI infrastructure sector.  
- Analysts suggest that this performance debunks bubble concerns and positions Nvidia and other related stocks for potential gains as the AI market continues to expand.

InvestorPlace

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

Nvidia Crushes Earnings as AI Demand Stays Red-Hot

Stock Market Today: The Dow Jones index rallied Friday after back-and-forth action. But Nvidia and Palantir couldn't pull ahead.

Stock Market Today: Dow Gains Nearly 500 Points After Whipsaw Action As Nvidia Finishes Lower (Live Coverage)

With Earnings Behind It, Nvidia Stock Looks Ripe for Covered Calls

Barchart Option

With Earnings Behind It, Nvidia Stock Looks Ripe for Covered Calls

New York Federal Reserve President Williams said he believes there is room for further adjustments to interest rates "in the near term." The phrase "in the near term" is somewhat ambiguous, but the most obvious interpretation refers to the December meeting. Although he may be expressing a personal opinion, the signals from the three key leaders of the Federal Reserve on critical policy issues are almost always approved by the Fed Chair. Issuing such a signal without Powell's endorsement would be a serious professional misstep

- Recent fluctuations in the U.S. stock market indicate that Nvidia's strong quarterly results did not prevent a significant decline.  
- The market rebounded after Federal Reserve official John Williams suggested a potential interest rate cut in December, raising expectations from about 40% to over 70%.  
- Williams' comments provided crucial confidence to investors amid concerns over AI bubbles, geopolitical risks, and uncertain Fed policies, potentially averting further market sell-offs.

Wallstreetcn

Williams

NVIDIA couldn't save the US stock market, can he? Why this Federal Reserve official's speech is very important

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The article discusses concerns about AI stock valuations, highlighting speculative stocks to avoid and solid investments like Nvidia and Broadcom. It emphasizes the importance of management insights from leaders like Jensen Huang and Lisa Su over bearish financial models. The piece suggests long-term investors should trust technology experts for AI investments, as these companies are crucial to the global economy and have a strong track record of innovation and execution.

- Concerns over stock valuations in AI-related companies have caused market fluctuations, with investors debating the sustainability of these valuations.  
- Despite worries about capital expenditures and depreciation, the article argues that companies like Nvidia and AMD are fundamentally sound and essential to the economy, with management teams providing insights that counter bearish predictions.  
- The author emphasizes confidence in the long-term potential of AI technologies, suggesting that historical performance and expert management should guide investment decisions rather than short-term valuation fears.

CNBC

Broadcom

Here are real AI stocks to invest in and speculative ones to avoid

US stocks surged on Friday due to rising hopes of a December interest rate cut by the Federal Reserve, following dovish comments from New York Fed President John Williams. All three major US stock indexes rose over 1.5%. Treasury yields fell, and the dollar softened against the yen. Cryptocurrencies pared losses, and oil prices declined. The market is pricing in a 73.3% chance of a rate cut. Solid earnings from AI-related tech stocks, particularly Nvidia, also contributed to the rally.

- Wall Street stocks rose sharply as hopes for a December interest rate cut by the Federal Reserve increased, despite concerns over high tech valuations.  
- The Fed's recent comments, particularly from New York Fed President John Williams, shifted market perceptions towards a dovish stance, raising the likelihood of a third rate cut this year to 73.3%.  
- Meanwhile, cryptocurrencies recovered slightly after hitting multimonth lows, and the dollar weakened against the yen while still on track for weekly gains.

Reuters

GLOBAL MARKETS-US stocks surge on growing likelihood of Fed rate cut next month

If the whipsawing of around 3 percent in Nvidia’s share price on each of the past three days is making you queasy, with each lurch representing a swing in market capitalisation of at least $120 billion, take a look at the Federal Reserve Bank of Dallas’s extraordinary estimate of the impact of AI on US GDP per capita from June.

- Nvidia's share price has fluctuated by approximately 3 percent over the past three days, affecting its market capitalization by at least $120 billion each time.  
- This volatility highlights investor concerns amid significant market movements.  
- Additionally, the Federal Reserve Bank of Dallas provided a remarkable estimate regarding the influence of AI on US GDP per capita in June.  

ZeroHedge

Is This The ScAIriest Chart In The World?

ASML

GRAB

MELI

MercadoLibre, ASML, and Grab are highlighted as underrated stocks to buy and hold for the next decade. MercadoLibre dominates in Latin America with over 200 million users, ASML monopolizes AI chip technology, and Grab's GMV grew 24% in Q3 with low penetration rates in Southeast Asia.

Grab

Mercadolibre

4 Underrated Stocks to Buy and Hold for the Next Decade

SNOW

Snowflake to Post 'Strong' Q3 Results Despite Growing Competition, Oppenheimer Says

marketscreener

Snowflake

Snowflake to Post 'Strong' Q3 Results Despite Growing Competition, Oppenheimer Says

Snowflake Likely to Exceed Third-Quarter Revenue Estimates, Oppenheimer Says

Snowflake Likely to Exceed Third-Quarter Revenue Estimates, Oppenheimer Says

Snowflake (SNOW) stock surged nearly 90% over the past year due to continuous earnings beats and groundbreaking AI cloud advancements. Key events include significant revenue increases, strong earnings reports, and innovative AI cloud products. Despite recent gains, the stock is considered relatively overpriced and carries risks during market disruptions.

Forbes

What Is Happening With Snowflake Stock?

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Prudential PLC increased its holdings in MercadoLibre, Inc. by 9.2% in Q2, owning 6,856 shares valued at $17.9 million. Other investors like Invesco and UBS also raised their stakes. MercadoLibre's stock opened at $2,077.18, with a market cap of $105.31 billion. Analysts have a consensus "Moderate Buy" rating with an average price target of $2,854.71.

Market Beat

Prudential USD

Prudential

Prudential PLC Raises Position in MercadoLibre, Inc. $MELI