Gabelli Growth Innovators ETF

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

D.A. Davidson & CO. Acquires Shares of Microsoft Corporation

Microsoft introduces a new digital signage mode for Windows 11

The game 'DAVE THE DIVER' lands on the Microsoft Xbox platform

Microsoft acknowledges a defect in Windows 11 core functions that has been latent for four months

Amazon Launches New Product Alexa+ in Canada

AI startup CraftStory releases a model capable of generating 5-minute videos, challenging Google and OpenAI.

Binance Launches Kazakhstani Tenge Mastercard Deposit and Withdrawal Function

Nvidia's Earnings Beat Expectations but US Stocks React Coldly

NVIDIA to settle in T17, T18 of Nangang Software Park

Suncoast Equity Management Purchased Broadcom Stocks in Q2

Google launches new generation AI model Gemini 3

Nvidia Earnings Boost Analysts to Raise Price Target

Amazon's 2025 Black Friday Sale Starts Slow Amid Advertising System Glitches

Foxconn and Nvidia Collaborate on $1.4B Supercomputing Center

Microsoft CEO Nadella states that a power shortage is leaving a large number of Nvidia GPUs idle.

Alteri Wealth LLC Reduces Broadcom Holdings, Brighton Jones LLC Increases

Americana Partners LLC Increases Stake in Meta Platforms, Inc.

ABN AMRO Bank N.V. Acquires 50,599 Shares of Mastercard

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

Mobile-Health Network Solutions

Sonder

Epsium Enterprise

VisionSys AI

PACS

Robo.ai

Luda Tech

RISING DRAGON ACQUISITION CORP COM USD0.0001 15/11/2028 (SUBS/RT)

Planet Green

Defiance Daily Target 2X Short IONQ ETF

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U.S. stock futures for Nasdaq and S&P 500 fell, with technology stocks like Nvidia under pressure due to valuation concerns. Gap Inc rose on better-than-expected sales and profit. Crypto stocks, including Coinbase and Robinhood, slumped as Bitcoin and Ether hit multi-month lows. Gold and silver miners fell as U.S. jobs data reduced hopes for rate cuts. Nvidia extended its slide despite record earnings.

- Futures linked to the Nasdaq and S&P 500 declined on Friday, with technology stocks like Nvidia facing continued pressure due to concerns over high valuations.  
- Gap Inc reported better-than-expected quarterly sales and profits, while crypto stocks fell as Bitcoin and Ether reached multi-month lows.  
- Gold and silver mining stocks also dropped following US jobs data that diminished expectations for interest rate cuts.

Reuters

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BUZZ-U.S. STOCKS ON THE MOVE-Gap, Nvidia, crypto stocks

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Nvidia stock is continuing its fall after earnings but Wall Street is even more positive on the chip maker than before.

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Nvidia Stock Drops Again. Why Wall Street Sees a Buying Opportunity.

US equity futures are mixed with NVIDIA down 1.5% pre-market. JPMorgan and Standard Chartered no longer expect a December Fed rate cut. European markets are down, with AEX underperforming. The USD is firmer, and bonds benefit from risk sentiment. US President Trump modifies tariffs on Brazilian imports, removing duties on beef, coffee, and orange juice. EU-Australia trade talks show progress. The market is focused on upcoming US economic data and central bank comments.

- JPMorgan and Standard Chartered have revised their forecasts, no longer expecting a Federal Reserve rate cut in December.  
- European markets are down, with the AEX index underperforming, while US equity futures show mixed results amid ongoing concerns about NVIDIA's performance.  
- The geopolitical landscape remains tense, particularly regarding the Russia-Ukraine situation, impacting commodities and market sentiment.

ZeroHedge

US equity futures are mixed, NVIDIA -1.5% pre market; banks scale back bets of a December Fed cut - Newsquawk Market Open

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IBM's "Mixture of Experts" podcast discusses AI advancements, focusing on Google's Gemini 3 and IBM's CUGA framework. Despite impressive benchmark scores, Gemini 3 faces challenges like hallucination. The industry shifts from single models to orchestrated agent ecosystems, emphasizing management of agents. IBM's CUGA offers a multi-agent supervisory layer, accelerating development. Challenges include latency and security concerns. The future of AI lies in intelligent orchestration of specialized agents, promising democratized development and complex applications.

- The latest episode of IBM’s “Mixture of Experts” podcast featured a discussion on AI advancements, focusing on Google’s Gemini 3 and IBM’s CUGA framework.  
- Panelists highlighted the shift from singular models to multi-agent systems, emphasizing the need for collaboration and the challenges of real-world deployment, including latency and security concerns.  
- This evolution in AI development aims to create sophisticated ecosystems of specialized agents, promising to enhance real-world applications while addressing governance and reliability issues.  

StartupHub

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Alphabet

Beyond Benchmarks: AI’s Shift to Orchestrated Intelligence

Market Beat

Meta Platforms

Zacks Research Cuts Earnings Estimates for Meta Platforms

Nvidia's stock fell as Foxconn confirmed the delivery date for a $1.4 billion data center, expected in the first half of 2026. Despite Nvidia's strong Q3 earnings, investor concerns over AI sector risks and valuations persist. Foxconn, expanding into AI and EVs, is a key supplier for Nvidia's AI systems. Analysts maintain a Strong Buy rating for Nvidia, with a price target indicating a 42% upside.

- Nvidia's shares declined as Foxconn confirmed plans to deliver a $1.4 billion supercomputing cluster in the first half of 2026, which is being built in partnership with the Taiwanese government.  
- The 27-megawatt data center will utilize Nvidia's advanced processing systems and is expected to enhance Taiwan's AI infrastructure and optimize chip manufacturing for Taiwan Semiconductor Manufacturing Company.  
- Despite Nvidia's strong Q3 earnings, investor concerns about high valuations and risks in the AI sector have contributed to the stock's decline, although analysts maintain a Strong Buy consensus rating.

Tip Ranks

Nvidia Stock (NVDA) Falls as Foxconn Confirms Delivery Date for $1.4B Data Center

Shares of Nvidiadown 1.7% at $177.71 premarket, extending losses after 3.2% drop in previous sessionWorries about tech stock valuations dampen sentiment despite stellar resultsChipmaker on Wednesday posted Q3 revenue of $57 bln, crushing estimates, and forecast strong demand for AI chips into 2026However, boost from upbeat NVDA results was short-lived, as Nasdaq logged its sharpest intraday swing since April on ThursdayNVDA stock up 34.51% YTD, as of last close

- Nvidia shares fell 1.7% to $177.71 in premarket trading, following a 3.2% decline in the previous session.  
- Despite reporting Q3 revenue of $57 billion and strong demand forecasts for AI chips through 2026, concerns over tech stock valuations have affected market sentiment.  
- The Nasdaq experienced its largest intraday swing since April, although Nvidia's stock remains up 34.51% year-to-date as of the last close.  

BUZZ-Nvidia extends slide after valuation fears overshadow record earnings

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Google faces criticism for allowing Gemini AI access to users' Gmail inboxes by default, raising concerns about privacy and data security. Users are frustrated with Google's lack of transparency and demand explanations. Google claims the feature is part of its Smart Features system, offering enhanced control but requiring access to emails and calendars. Despite Google's explanation, users argue they weren't informed before the feature was activated. The controversy highlights ongoing concerns about Google's data management practices.

- Dave Jones has raised concerns about Google’s Gmail integration with Gemini AI, which he claims automatically analyzes user data by default.  
- Users are frustrated that they were not informed about this feature, leading to demands for clearer communication from Google regarding data sharing practices.  
- Despite Google's explanation that these Smart Features enhance user experience, many users feel they should have been given the option to opt out before the feature was activated.  

Cryptopolitan

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Google faces criticism for allowing Gemini access users' Gmail inboxes

NVDA jumps after a blockbuster quarter, with soaring AI demand and strong guidance renewing interest in semiconductor-focused ETFs.

Zacks Commentary

The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF

Huang argues that Nvidia's AI boom is grounded in lasting shifts in computing rather than a fragile bubble.

Motley Fool

Nvidia CEO Jensen Huang Downplays AI Bubble Concerns: This Is "Very Different"

Nvidia's latest earnings report reveals a significant surge in revenue, reaching $57 billion for the October quarter, marking a 62% increase year-over-year. This figure surpasses Wall Street's estimate of $54.9 billion, with net income also rising by 65%. Despite the impressive financial results, concerns about a potential bubble in the AI sector persist.

- Nvidia's recent earnings report indicates it may be a key driver of the current AI market surge.  
- The company reported $57 billion in revenue for the October quarter, a 62% increase year-over-year, surpassing Wall Street's expectations of $54.9 billion.  
- Additionally, Nvidia's net income rose by 65%, highlighting its significant growth and influence in the technology sector.  

Nvidia’s AI Chip Surge Lifts Forecasts, But Bubble Risks Linger

Inspire Advisors LLC purchased 954 shares of GE Aerospace, valued at $246,000, in the second quarter. Several other institutional investors have also increased their holdings in GE Aerospace. Analysts have given the stock a consensus rating of "Moderate Buy" with an average price target of $301.27. GE Aerospace reported strong quarterly earnings, beating estimates, and announced a dividend payout. The stock has a market cap of $307.05 billion and a P/E ratio of 38.86.

GE Aerospace

954 Shares in GE Aerospace $GE Bought by Inspire Advisors LLC

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Alphabet is a far better stock pick than Apple.

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Warren Buffett Is Selling Apple and Buying This Brilliant Growth Stock Instead