To The Moon

Blackwell GPUs are overheating when connected in custom server racks, The Information reported. Nvidia Corp.'s stock fell 3% in premarket trade Monday, after a report of snags with its new Blackwell artificial-intelligence chips.The company, which is due to report earnings on Wednesday, has run into an issue with its Blackwell graphics processing units, which are overheating when connected in custom server racks, The Information reported on Sunday, citing sources familiar with the issue.The company has asked its suppliers to redesign servers for Blackwell a number of times in the past few months, the technology-focused news site reported.The Blackwell chips have already suffered delays related to design issues. Nvidia Chief Financial Officer Colette Kress said in August that the company was expecting to ship several billion dollars of Blackwell revenue in its fiscal fourth quarter.The previous quarter, Chief Executive Jensen Huang had said that Blackwell would begin shipping in the fi

SummaryNvidia is expected to report strong Q3 2025 earnings growth of 84.7% and revenue growth of 83.3%, continuing its trend of outperforming guidance.Despite strong earnings, Nvidia's stock may not rise post-results due to high implied volatility and potential market maker adjustments in options trading.Analysts' current revenue estimates for Q3 seem low, suggesting Nvidia might report higher-than-expected results and provide robust Q4 guidance.The options market anticipates an 8% price swing

SummarySuper Micro Computer is significantly undervalued due to highly likely exaggerated fears of accounting manipulations and the reported DOJ investigation, presenting a strong buying opportunity.D

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Donald Trump's return to the White House has me wondering about the world's most beloved stock, Nvidia .All of this matters since, as I mentioned, Nvidia has become the market — even before its inclusion in the former smokestack index known as the Dow Jones Industrial Average .Do an advanced search of Trump's X account, and you do not unearth a single post on Jensen or Nvidia. Scour interviews of Jensen from the prior Trump presidency, and there isn't much for Trump to feast on as he returns to the Oval Office.Huang is besties with Tesla CEO and Trump supporter Elon Musk, but it's unclear what that means for Nvidia's financial fortunes over the next four years.But by and large, Nvidia is poised to continue being Nvidia, experts say.Bank of America analyst Vivek Arya told me the company's next three chips after Blackwell — Blackwell Ultra, Rubin, and Rubin Ultra —

$Palantir Technologies Inc.(PLTR)$ stock continued to rise 3.3% in overnight trading. Palantir Technologies Inc. shares jumped over 8% and hit new all-time highs on Wednesday, continuing to surge on t

The one-time AI favorite more than quadrupled early this yearArgus downgraded the shares following the auditor newsSuper Micro Computer Inc. shares turned negative for the year on Thursday, as cascadi

$Super Micro Computer (SMCI)$ shares slumped 33.75% in morning trading on Wednesday after it said Ernst & Young had resigned as its public accounting firm, over a month after Hindenburg Research alleg

COPENHAGEN/STOCKHOLM, Oct 23 (Reuters) - Nvidia CEO Jensen Huang said on Wednesday a design flaw wit

AMZN stock could be considered a value thesis, with forward multiples indicating it is undervalued while offering growth at a reasonable/cheap price.Amazon's impressive fundamentals, wide moats, and d

ZINGER KEY POINTSPalantir Technologies shares are volatile Wednesday, hitting new 52-week high.Palantir's stock surge is fueled by its expanding role in AI, with strong government and commercial contr