$NVIDIA(NVDA)$ $Palantir Techn-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Palantir Technologies Inc.(PLTR)$

Key Points

OpenAI inks $38B AWS pact, Amazon hits record: OpenAI shifts compute to AWS’s Nvidia GPUs, diversifying beyond Microsoft; AMZN rallies as the deal underscores hyperscaler capex momentum and AI infrastructure scarcity.

Aramco beats on higher output amid soft crude: Q3 adjusted net income rose to ~$28B; OPEC+ plans modest December hike while pausing further increases in Q1, keeping supply guidance in focus against new Russia sanctions.

Palantir raises outlook on AI demand: Q3 revenue topped forecasts with U.S. government sales up 52%; FY guidance and FCF outlook increased, though valuation risk remains after a 170% YTD share surge.

Asia equities retreat on profit-taking, Fed ambiguity: Nikkei, Kospi and CSI 300 pull back from highs as mixed Fed signals and weak ISM data curb December cut odds; dollar spikes then fades, oil and gold edge lower.

SMCI, ALAB, NVTS Plunge; Nvidia Below $200: Is QCOM Next?

Navitas Semiconductor Corporation Reports Q3 Revenue $10.1M, vs. FactSet Est of $10.0M. Stock lost 14% post earnings. Super Micro Computer reported weaker-than-expected results for the fiscal first quarter. The stock plummeted in extended trading even though the company issued preliminary results last month. Astera Labs Q3 Revenue Surges 104% to $230.6 Million, but Q4 GAAP EPS Guidance Falls Short of Expectations Nvidia lost 4% yesterday, stock below $200. 1. How long will semi crash last? 2. Will QCOM follow the post earnings drop trend?

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Comments

YueShan
11-07
YueShan
Good ⭐⭐⭐

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