Q3 deliveries beat estimates (486,532 vs ~461,000) while volume slipped only ~2.1% YoY—good demand signal without a collapse.

The news adds a credible new supplier (Toshiba doubling HDD capacity for AI by FY2027) that can break the current “tight ...

The news is a large, bank-led AI infrastructure debt package (Class A senior-secured + Class B junior) that increases the odds AI customers can actually fund chip purchases. UBS also points to upside ...

Weaker jobs (29k vs 90k expected) and rising unemployment (4.2% vs 4.1%) cut October hike odds (86% hold). Buy iShares 7-10 ...

Jobs miss + higher unemployment + big payroll revisions down = Fed can’t justify an October hike. Buy US 2-year Treasury ...

Bitcoin fails to break out (falls back below ~$82,070), crushing both the stock momentum and the value of its BTC holdings.

Toro (ETOR) — sell/avoid Sell ETOR. The stock is breaking down from an inverted cup-and-handle and is nearing the $24.80 ...

Morgan Stanley reinstalled NVDA as top semiconductor pick, citing “undemanding” valuation (~15x fiscal 2028 earnings) with room for upside as earnings estimates rise. The key edge is the AI bottleneck ...

US futures rise as lower yields and cheaper oil lift risk appetite today. Nasdaq futures lead gains as Nvidia and megacaps ...

Nasdaq-100 entry creates forced, short-term index demand, but Citi’s core point is still the thesis killer: valuation is stretched versus realistic oncology sales. The stock is already up 500% in 2026 ...