Nuveen S&P 500 Dynamic Overwrite Fund

GDS Wealth Management Increased Its Holdings in Tesla in Q2

SK hynix to Significantly Increase 1c DRAM Capacity

Xidian New Energy's Battery Connection System Applied to Tesla Domestic Mass Production Models

AWS Status Page Clear, but Downdetector Reports Issues in US-East Region

Cumberland Partners Ltd Reduces Holdings in Alphabet Inc.

Morgan Stanley reiterates Amazon as a top pick with a $315 price target, seeing 40% upside

Tesla's 2018 Pay Plan Could Bring Billions in Accounting Charges

Zacks Research Raises Alphabet's 2025 EPS Forecast to $10.54

Dynamic Technology Lab Private Ltd increases holdings in Alphabet Inc.

Apple announces the M5-powered Vision Pro will launch in South Korea and Taiwan on November 28.

Inspire Advisors LLC Increased Broadcom's Shares by 167.8% in Q2

United Advisor Group LLC Increases Broadcom Stake by 53.2%

Zacks Research Raises Meta Platforms' FY2025 EPS Forecast

Mizuho Downgrades Microsoft Stock Rating to 'Hold' from 'Strong Buy'

Mizuho Raises Nvidia's Target Price to $245

Empowered Funds LLC Increases Broadcom Stake to 325,917 Shares

Pinnacle Wealth Increases Broadcom Holdings

Dorsey & Whitney Trust CO LLC Increases Broadcom Holdings

Google to make final plea in ad-tech antitrust case to avoid breakup

Rumor suggests Apple's 12th generation iPad will feature A18 chip and support Wi-Fi 7

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TSLA

Tesla stock has dropped nearly 15% from recent highs and the next catalyst could involve robotaxis.

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What Nvidia Earnings Mean For Tesla As 2026 Could Be The Year Of The Robotaxi Wars

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Nvidia's strong Q3 performance is expected to boost investor sentiment, potentially leading to a significant rise in Wall Street's opening. Despite AI bubble concerns, Nvidia's valuation remains strong, with Q4 revenue likely to exceed estimates. Economic announcements, including the September jobs report, are also anticipated. U.S. futures indicate a positive opening, with Dow, S&P 500, and Nasdaq futures all showing gains. Asian markets mostly rose, with notable increases in Japanese and Australian indices.

- Nvidia's strong third-quarter performance is likely to enhance investor confidence, with expectations for fourth-quarter revenue to surpass Wall Street estimates.  
- Economic data releases, including the September jobs report, are anticipated to attract significant attention, with non-farm payrolls projected at 50,000 and an unemployment rate increase to 4.3 percent.  
- Asian markets showed mixed results, with Japan's Nikkei rising 2.65 percent, while the U.S. futures indicate a positive opening for Wall Street.

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GraniteShares 2x Long NVDA Daily ETF

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T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

Wall Street Might Open Significantly Higher

The chipmaking giant did a great job putting to rest worries over an AI bubble.

What AI bubble? Here's your official Nvidia's earnings report scorecard.

NVDA didn’t disappoint… with a big beat and raise.Goldman Sachs Delta-One desk-head, Rich Privorotsky was not surprised: we knew hyperscaler capex was ramping and NVDA would ride that wave…just the question of how “good enough” it needed to be.First blush given post-market reaction itcleared the bar.

- NVIDIA reported strong earnings, exceeding expectations and raising its forecasts.  
- Rich Privorotsky from Goldman Sachs noted that the increase in capital expenditures from hyperscalers was anticipated, positioning NVIDIA to benefit.  
- The initial market reaction suggests that NVIDIA's performance met or surpassed the necessary standards.

ZeroHedge

Will The Rally Stick? Here's What Goldman's Delta-One Desk Is Watching

SK Hynix plans to significantly expand its sixth-generation 10-nanometer DRAM capacity, expecting to increase its monthly production capacity from 20,000 wafers to 160,000 to 190,000 wafers next year to meet the market demand for AI inference applications. The company has completed HBM4 supply negotiations with NVIDIA and plans to add 140,000 wafers of monthly capacity at its Licang campus. Industry insiders expect its facility investment next year to exceed 30 trillion won, with operating profit potentially exceeding 70 trillion won, setting a new historical high

- SK Hynix is significantly expanding its advanced memory chip production capacity, focusing on opportunities in AI applications transitioning from training to inference.  
- The company plans to increase its monthly production of sixth-generation 10nm DRAM to between 160,000 and 190,000 wafers, which will account for over one-third of its total DRAM capacity, primarily to meet demand from major tech firms like NVIDIA.  
- Analysts predict that SK Hynix's operating profit could exceed 70 trillion won next year, driven by high demand for general DRAM and increased prices for HBM4 memory.

Wallstreetcn

Betting on the "AI Memory Supercycle," SK Hynix's 10nm DRAM production will increase eightfold next year

Quilter Plc reduced its holdings in Tesla, Inc. by 17.4% in Q2, now owning 24,362 shares worth $7.74 million. Other investors also adjusted their Tesla positions. Analysts have mixed ratings on Tesla, with a consensus target price of $394.31. Tesla's recent earnings report showed a revenue increase of 11.6% YoY. Director James R. Murdoch sold 120,000 shares recently.

- Quilter Plc reduced its Tesla shares by 17.4%, owning 24,362 shares valued at $7,739,000 after selling 5,126 shares in Q2.  
- Other institutional investors, including Siren L.L.C. and Zuckerman Investment Group LLC, have also adjusted their positions in Tesla, with 66.20% of the stock owned by institutions.  
- Tesla reported Q3 earnings of $0.50 per share, exceeding estimates, with revenue of $28.10 billion, reflecting an 11.6% increase year-over-year.

Market Beat

Quilter Plc Has $7.74 Million Holdings in Tesla, Inc. $TSLA

Media reports indicate that Trump plans to launch the "Genesis Mission" at the White House next Monday. This order may require national laboratories to undertake more work in the emerging AI technology field and could involve public-private partnership mechanisms. Trump also called on Congress to pass federal AI regulatory standards, advocating for a unified federal approval process to avoid obstacles caused by fragmented state regulations

- Trump plans to launch the "Genesis Mission" next Monday, aimed at enhancing the U.S. artificial intelligence (AI) capabilities through an executive order, which is considered as significant as the Manhattan Project and the space race.  
- The initiative will prioritize national-level AI competition, potentially increasing research at national laboratories and fostering public-private partnerships, as stated by Energy Department Chief of Staff Carl Coe.  
- Additionally, Trump is advocating for unified federal AI regulatory standards to prevent fragmented state regulations, warning that inaction could lead to the U.S. being outpaced in the AI race.

"Genesis Project"! Trump will sign new AI policies next Monday, likening it to the "Manhattan Project" and the "Space Race"

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Cumberland Partners Ltd reduced its stake in Alphabet Inc. by 37% in Q2, now holding 171,228 shares worth $30.37 million. Alphabet is the 15th largest holding in their portfolio. Other investors have also adjusted their positions in Alphabet. Analysts have given Alphabet a consensus rating of 'Moderate Buy' with a target price of $324.81. Alphabet's recent earnings exceeded expectations, with a 15.9% revenue increase year-over-year.

- Cumberland Partners Ltd reduced its stake in Alphabet Inc. by 37.0% in Q2, holding 171,228 shares valued at $30.37 million.  
- Other investors, including Wisconsin Wealth Advisors and Dynamic Technology Lab, also adjusted their positions in Alphabet, which has a market cap of $3.54 trillion and reported Q3 earnings of $2.87 EPS, exceeding estimates.  
- Alphabet announced a quarterly dividend of $0.21 per share, with a payout ratio of 8.28%, while analysts maintain a consensus rating of "Moderate Buy" with an average target price of $324.81.

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Direxion Daily Googl Bear 1x Shares

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Alphabet Inc. $GOOG Stock Holdings Trimmed by Cumberland Partners Ltd

The market breathed a sigh of relief after Nvidia’s strong third-quarter earnings report.

Tesla Stock Pops. How Nvidia Results Cemented It as an AI Play.

Following NVIDIA's positive results, market attention shifts to U.S. nonfarm payroll data for September, with expectations of stable unemployment and increased payrolls. Wall Street and European markets are up, while Asian markets mostly closed higher. The Dollar Index strengthened, bond yields rose, and crude oil prices rallied due to inventory declines. Gold prices fell as rate cut expectations decreased. Cryptocurrencies showed mixed performance.

- Following NVIDIA's positive results, markets are anticipating U.S. jobs data for September, expecting stable unemployment and increased non-farm payrolls.  
- Wall Street Futures and European benchmarks are trading positively, while the Dollar Index has strengthened and crude oil prices have risen due to declining inventories.  
- Major stock indexes show gains, with the DJIA up 0.45% and the S&P 500 up 1.01%, while gold prices have decreased amid reduced rate cut expectations.

After NVIDIA, Market Focus Shifts To Nonfarm Payrolls

Nvidia's China business struggled in the third quarter due to ongoing US-China trade tensions. The company reported only $50 million in sales of its H20 chips, which are less powerful versions of its Hopper GPUs tailored for the Chinese market to meet US export restrictions. This reflects the impact of geopolitical turmoil on Nvidia's operations in China.

- Nvidia's sales in China dropped significantly in the third quarter, totaling only $50 million for its H20 chips.  
- This decline is attributed to ongoing trade tensions with the US and stricter export controls affecting the availability of its more powerful Hopper GPUs.  
- The situation highlights the challenges Nvidia faces in navigating the complex geopolitical landscape impacting its business operations in China.

Nvidia 'disappointed' as China business falls flat amid geopolitical turmoil

Zacks Research has increased its FY2025 EPS estimates for Alphabet Inc. from $9.83 to $10.54. The consensus estimate for the current full-year earnings is $8.90 per share. Alphabet's recent quarterly earnings exceeded expectations, with a reported EPS of $2.87. The company has a market cap of $3.53 trillion and announced a quarterly dividend of $0.21. Insider trading activities were also reported, with significant stock sales by CEO Sundar Pichai and CAO Amie Thuener O'Toole.

- Zacks Research has raised its FY2025 earnings per share estimate for Alphabet Inc. to $10.54, up from $9.83, with a current consensus of $8.90.  
- The company reported a quarterly EPS of $2.87, exceeding expectations, and has a market cap of $3.53 trillion with a dividend yield of 0.3%.  
- Analysts maintain a "Moderate Buy" rating for Alphabet, with various price target increases reflecting positive sentiment among investors.

FY2025 EPS Estimates for Alphabet Lifted by Zacks Research

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Ultra-rich family offices bought beaten up stocks last quarter as AI enthusiasm boosted global markets. David Tepper's Appaloosa exited Oracle, closed Intel, trimmed Meta, and increased Whirlpool and Goodyear stakes. Carl Icahn's office increased International Flavors & Fragrances holdings. Leon Cooperman's Omega Advisors leaned into health insurance stocks, increasing Cigna and Elevance Health stakes. Soros Fund Management increased Apple and Amazon stakes, while Stanley Druckenmiller's Duquesne Family Office initiated positions in Amazon and Meta.

- Private investment firms of ultra-wealthy individuals purchased undervalued stocks last quarter, driven by AI enthusiasm that lifted global markets.  
- David Tepper's Appaloosa exited Oracle, increased its stake in Whirlpool significantly, and also raised its position in Goodyear, while Carl Icahn's firm boosted its investment in International Flavors & Fragrances.  
- Omega Advisors focused on health insurance stocks, and Soros Fund Management made substantial increases in its stakes in Apple and Amazon, reflecting a strategic shift amidst market fluctuations.