Super Micro $SMCI jumped 8% after presenting a new datacenter blueprint at ISC 2026 built on the NVIDIA Vera Rubin NVL4 platform — a complete solution with up to 1,152 GPUs and 576 CPUs in a single liquid-cooled unit. It's technically impressive and nicely illustrates where SMCI sits: it's the company that takes Nvidia chips and packages them into turnkey, fully liquid-cooled... Zobrazit více
Microsoft $MSFT is one of those names where analysts are gradually revising price targets upward — and this time Wells Fargo moved the target from $625 to $650 while keeping the "Overweight" rating. It's not a big move, but it's a signal that confidence in the long-term story remains. Microsoft's AI business reached $37 billion in annualized revenue with year-over-year growth... Zobrazit více
I'll admit that today I'll be much more interested in the results of $NU and $TTD. On the other hand, Nvidia's results will have a much greater impact on overall sentiment and other stocks.
CVS Health $CVS showed investors solid work on turning the company around — for the fourth time this year it raised its profit and revenue outlook for 2025 and confirmed that the consolidation efforts of new CEO David Joyner are delivering results. Earnings per share are expected to reach 6.60–6.70 USD, which is slightly above consensus, and revenue is expected to exceed 400... Zobrazit více
If it can grow at an 18% CAGR over the next 3–5 years, that’s not bad at all. I just don’t know how they plan to achieve that, and I don’t follow it at all, so I have no idea what’s changed there in the few years it’s been sideways.
I'll admit that today I'll be much more interested in the results of $NU and $TTD. On the other hand, Nvidia's results will have a much greater impact on overall sentiment and other stocks.