Nvidia-Linked Shares Rally and Applied Digital's Increase After $40 Billion Data Center Deal

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10-15

Nvidia-Linked Shares Rally. Applied Digital, Recursion Pharma up over 12%; WeRide up over 6%; CoreWeave up over 4%; Innoviz up 3%

10-15

APPLIED DIGITAL创新高，黑石和英伟达主导400亿美元数据中心交易

10-15

异动解读 | 黑石集团和英伟达400亿美元数据中心交易推动，Applied Digital盘中大涨6.09%

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vc888

10-16

Strong Q3 earnings from major banks and robust consumer data support continued S&P 500 gains, despite trade tensions and market volatility. Chairman Powell's comments signal imminent Fed rate cuts and an end to quantitative tightening, providing further monetary stimulus for risk assets. Yield curve steepening, driven by falling short-term rates, is a bullish sign distinct from past cycles that ended in recession. With double-digit earnings growth likely and a resilient consumer, the bull market appears set to continue into next year, favoring buy-the-dip strategies.

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