Markets climbed as Nvidia’s blowout results and upbeat guidance lifted the Nasdaq and revived AI plays. The S&P 500 and Dow also advanced, but volatility remains high amid split Fed minutes and missing October jobs data; tech led gains, energy lagged and investors watched rate-cut odds and geopolitical risk closely.
Nvidia’s earnings and guidance continue to dominate markets, pushing tech stocks higher while calming short-term bubble fears. These pieces capture the company’s beat, outlook and investor reaction that reshaped trading today.
62% – Nvidia’s year-over-year Q3 revenue growth.
Nvidia’s revenue surge underscores the scale of AI demand and the company’s growing influence on markets and tech spending. Reports highlight record quarterly sales and the company’s claim of enormous revenue visibility ahead.
Asset managers and infrastructure groups are mobilizing huge pools of capital to build AI data-center ecosystems. Brookfield-led programs signal a new wave of facility funding tied to GPU demand.
Adobe To Buy Semrush: $1.9B Cash Deal
Adobe is set to acquire Semrush for $1.9 billion in cash to bolster its marketing and generative-AI toolset, extending its cloud and creative dominance.
More on techcrunch.com
Google’s Gemini 3 release is shifting the competitive balance in AI and driving market moves in Big Tech. Positive reactions to the model lifted Alphabet shares and reshaped leadership rankings.
High-profile fallout from newly released Epstein-related documents is roiling boards and nonprofits. The story tracks a major resignation that signals reputational and governance consequences for institutions tied to Epstein.
Ford Recalls 230,000 Broncos – Display Software Flaw
Ford issues a large recall of Bronco and Bronco Sport models after instrument-panel software failures that can disable critical displays, raising safety and warranty costs.
More on cbsnews.com
Congress has forced the long-stalled release of Justice Department files on Jeffrey Epstein and the president has moved to sign the measure. The development creates legal and political aftershocks for numerous public figures.
Escalating Israeli strikes in Lebanon and Gaza have caused heavy casualties and raised regional tensions. The strikes complicate diplomatic efforts and add geopolitical risk to markets.
White House moves to pre-empt state AI rules with a drafted executive order; Congress forced release of the Epstein files after bipartisan votes; EU proposes to delay parts of its AI Act to ease business compliance.
A new US-Russia draft peace plan for Ukraine is emerging, sparking debate in Kyiv and among Western allies. The proposal could reshape security and assistance dynamics if adopted.
Trump’s meetings with Saudi leadership are producing a flurry of commercial and strategic agreements. The engagements underscore the growing US-Saudi economic and tech ties amid geopolitical cooperation.
Blackwell sales are off the charts.
— Jensen Huang, Nvidia CEO
Beijing and Tokyo are embroiled in a diplomatic spat that is spilling into trade flows and consumer sentiment. Measures like import bans and retaliatory steps risk hitting corporate supply chains and exporters.
Federal Reserve minutes show policymakers sharply divided over the path for interest rates, muddying market expectations for a December cut. The split has boosted volatility in rates-sensitive assets.
The government shutdown’s data fallout keeps rattling markets as the Labor Department cancels the October jobs report. Missing employment data complicates Fed policy decisions and market forecasts.
Crypto markets are under pressure as bitcoin slides and large ETF outflows signal waning investor confidence. The moves highlight fragility in institutional flows and retail demand ahead of year‑end.
A major crypto exchange prepares for a U.S. listing as the industry seeks legitimacy and access to capital. The confidential filing marks a maturation phase for digital-asset platforms.
China’s policymakers are weighing property stimulus while commodity markets react to demand signals. Reports show metals and coal prices moving as authorities consider support measures for the real estate sector.
State-backed consolidation is reshaping China’s investment-banking landscape as top firms absorb rivals to build scale. The move reflects Beijing’s push for domestically championed financial giants.
Japan’s central bank debate and a plunging yen are fueling talk of policy intervention and higher bond yields. Officials face mounting pressure to normalize policy while markets price sudden currency moves.
Washington is backing a major nuclear power push to secure energy for tech and industry, with direct government ownership and financing under consideration. The move aims to lock in long-duration power for AI data centers.