US AI stock alpha you missed today:
$QQQ +1.2% ATH, 3 weeks green. Sept NFP missed → oil dumped → rate hike odds collapsed again.
$NVDA +3% ATH. Institutions re-rating it as top pick. Power shortage + datacenter capacity crunch = bullish for Nvidia. Their chips run most efficient.
$STX $WDC -10% bloodbath. Toshiba Philippines expanding production, AI datacenter HDD capacity doubling next year. Supply glut incoming.
$SPCX +8% rocket fuel. Back-to-back launch success.
$TSLA +5%. Q3 deliveries 486k, crushed estimates. EV sales about to flip ICE.
$CBRS new all-time low. Revenue heavily tied to $OpenAI contracts. OpenAI's new models switched to Nvidia GPUs. RIP.
$QQQ +1.2% ATH, 3 weeks green. Sept NFP missed → oil dumped → rate hike odds collapsed again.
$NVDA +3% ATH. Institutions re-rating it as top pick. Power shortage + datacenter capacity crunch = bullish for Nvidia. Their chips run most efficient.
$STX $WDC -10% bloodbath. Toshiba Philippines expanding production, AI datacenter HDD capacity doubling next year. Supply glut incoming.
$SPCX +8% rocket fuel. Back-to-back launch success.
$TSLA +5%. Q3 deliveries 486k, crushed estimates. EV sales about to flip ICE.
$CBRS new all-time low. Revenue heavily tied to $OpenAI contracts. OpenAI's new models switched to Nvidia GPUs. RIP.