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Arm Holdings had a record quarter — so why is the stock red today?
Arm posted record AI-driven royalties and a Meta partnership. So why is ARM down today? High expectations, valuation, and strategy jitters meet reality.
NVIDIA’s Big Week: Targets Rise, Shares Dip, All Eyes on Nov. 19
NVIDIA fell even as analysts hiked targets. With Q3 FY26 due Nov 19, watch Blackwell ramp, networking, and supply/power updates—moves could shake $SPY, $IVV, $VOO.
Tesla’s Powerwall Recall Meets CarPlay Buzz: What Actually Matters Today
Tesla slides as regulators post a recall of ~10,500 Powerwall 2 units while CarPlay rumors resurface. Here’s what it means for the stock, ETFs, and your next move.
Super Micro’s AI Guidance Is Huge—But Margins Are the Plot Twist
SMCI slips 3.4% as investors weigh massive AI guidance—up to $11B next quarter, $36B FY26—against margin pressure and a double-miss. Here’s what to watch.
Schneider Electric’s Quiet AI Backbone: Not Flashy—But It’s Working
Schneider Electric rides AI data center demand, topping organic growth views. Stock up ~3.4% to $282.31. Here’s the setup, risks, and ETF angles to watch.
Joby’s First Real Revenues Touch Down: FAA Tailwinds and an Uber On‑Ramp
Joby’s first real revenue lands as FAA eIPP could greenlight limited ops in 2025. With Uber integration targeted for 2026, the next year is all about milestones.
CoreWeave just posted an AI-sized flex: Q3 beat, $55B backlog, big-name deals
CoreWeave smashed Q3 with ~$1.36B revenue vs ~$1.29B est. and a ~$55B backlog, landing mega AI deals. What it means for $CRWV and key ETFs like $VUG and $ARKW.
Nvidia’s Next Boss Fight: Earnings vs. Export Curbs (and Burry’s Shade)
Nvidia reports Nov 19. Street sees $54.6B rev (+55% YoY) and $1.23 EPS (+52%). NVDA popped ~5.8% to ~$199 as AI chips rallied; SMH, SPY, IVV, VOO ride along.
