First Trust Innovation Leaders ETF

Pitcairn Co. Reduced Holdings in Qualcomm in Q2

NVIDIA's stock is sold off due to Oracle's plunge and spreading bubble theories

Wall Street analysts are optimistic about Amazon's performance in 2026, seeing a 32% potential upside for the stock

Eli Lilly's new production base will focus on the R&D and production of the oral GLP-1 drug Orforglipron.

US Tech Stocks Slump Dragging Taiwan Stocks and New Taiwan Dollar

Eli Lilly announces completion of the tender offer for Adverum

The Path of Enterprise AI Transformation

Nvidia insiders sold $41.4 million worth of stock

Microsoft will hold its annual Ignite technical conference in San Francisco from November 17-20, 2026.

Analyst notes China is unlikely to accept NVIDIA's H200 chips amid weakening US tech stocks

Report Indicates Microsoft Introduced Microfluidic Chip Cooling Technology to Address AI Data Center Challenges

Microsoft to Host Azure Fundamentals Virtual Training Day

Element Pointe Advisors LLC Reduces Microsoft Holdings to $2.17 Million

Yicang ERP releases a 2025 review of Amazon and an analysis of the 2026 cross-border e-commerce industry direction

Morgan Stanley SE Discloses Transactions with Aqua Acquisition Sub LLC

CITIC Securities report indicates AI is expected to continue accelerating revenue growth for North American cloud vendors

U.S. Trust Increases Broadcom Holdings Significantly

US AI tech stocks face a sell-off, sparking concerns about an AI bubble

American Trust Increases Stake in Eli Lilly and Company by 147.1%

Microsoft partners with Indian IT giants for agentic AI rollout.

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

QCOM

Pitcairn Co. reduced its stake in QUALCOMM by 21.1% in Q2, selling 2,862 shares. QUALCOMM's stock opened at $178.29, with a 1-year range of $120.80-$205.95. The company reported Q3 earnings of $3.00 per share, beating estimates. QUALCOMM announced a quarterly dividend of $0.89, with a yield of 2.0%. Analysts predict growth, with Mizuho raising the target price to $200.

- Pitcairn Co. reduced its stake in QUALCOMM by 21.1%, owning 10,687 shares valued at $1,702,000 after selling 2,862 shares in Q2.  
- Other institutional investors, including Vanguard and Kingstone Capital Partners, increased their holdings significantly, with Vanguard owning over $18 billion worth of shares.  
- QUALCOMM reported strong quarterly earnings, exceeding estimates, and announced a dividend of $0.89, reflecting a 2.0% yield, while analysts maintain a "Moderate Buy" rating on the stock.

Market Beat

Qualcomm

Pitcairn Co. Lowers Holdings in QUALCOMM Incorporated $QCOM

Micron (MU) is set to announce its Q1 FY26 earnings on December 17. The stock has surged over 187% this year due to strong demand for its HBM chips amid the AI boom. Options traders anticipate a 10.43% stock move post-earnings, higher than the average 7% move in the past four quarters.

- Memory chipmaker Micron (MU) will announce its Q1 Fiscal 2026 results on December 17, after market close.  
- MU stock has increased by over 187% this year, fueled by optimism regarding demand for high-bandwidth memory (HBM) chips amid the AI boom.  
- Options traders anticipate a 10.43% price movement in either direction following the earnings report, which exceeds the stock's average post-earnings move of 7% over the last four quarters.  

Tip Ranks

Micron Tech

Micron (MU) Is About to Report Q1 Earnings. Options Traders Are Bracing for a 10.43% Move

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

Nvidia is considering increasing production capacity for its H200 AI chips due to high demand from China. This follows U.S. President Donald Trump's announcement that the U.S. government will allow Nvidia to export these chips to China.

- Nvidia is assessing the possibility of increasing production capacity for its H200 AI chips due to high demand from Chinese clients.  
- This evaluation follows U.S. President Donald Trump's announcement that the government would permit Nvidia to export these processors to China.  
- The decision reflects Nvidia's response to orders surpassing its current output levels.  

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

Exclusive - Nvidia considers increasing H200 chip output due to robust China demand, sources say

Pitcairn Co. reduced its stake in NVIDIA Corporation by 10.1% in Q2, owning 319,752 shares worth $50.5 million. NVIDIA constitutes 3.3% of Pitcairn's portfolio. Other hedge funds adjusted their NVIDIA positions, with notable increases from Brighton Jones LLC and Hudson Value Partners LLC. NVIDIA's stock opened at $175.02, with a market cap of $4.25 trillion. The company reported strong quarterly earnings, beating estimates, and announced a dividend. Analysts have set new price targets, with several upgrading NVIDIA to a "buy" rating.

- Pitcairn Co. reduced its stake in NVIDIA Corporation by 10.1%, owning 319,752 shares valued at $50,518,000 after selling 36,066 shares in the second quarter.  
- Other hedge funds, such as Brighton Jones LLC and Bank Pictet & Cie Europe AG, also adjusted their positions, with Brighton Jones increasing its stake by 12.4%.  
- NVIDIA reported a quarterly EPS of $1.30, exceeding estimates, with revenue of $57.01 billion, marking a 62.5% increase year-over-year.

NVIDIA Corporation

NVIDIA Corporation $NVDA Stake Reduced by Pitcairn Co.

Eli Lilly shares have climbed in the double digits this year.

Eli Lilly

Eli Lilly just delivered fantastic news to investors

ORCL

Cryptopolitan

Oracle

Meta Platforms

Bearish investors flock to hedge from artificial intelligence debt risks

The healthcare IT market is projected to grow from USD 413.14 billion in 2025 to over USD 839.67 billion by 2030, with a CAGR of 15.24%. This growth is driven by the adoption of electronic health records, telehealth, cloud-based analytics, and AI solutions. North America leads the market, while Asia-Pacific is expected to grow fastest. Key players include Epic Systems, Oracle Health, and Philips Healthcare. The market is moderately fragmented, with strategic partnerships and AI integration being key competitive strategies.

prnewswire

05:23 ET
			
			
				Healthcare IT Market Set to More Than Double by 2030 Growing at 15.24% CAGR, Reports Mordor Intelligence

IBM's CEO questions the sustainability of the $25 trillion AI investment bubble, suggesting it may not pay off. This skepticism is echoed by recent disappointing results from Oracle and Broadcom, highlighting concerns about AI's role in economic growth. The news reflects growing doubts about AI's ability to sustain investment-driven and stock-fueled consumer spending.

Talkmarkets

Broadcom

The $25 Trillion AI Bubble Is Bursting

AMZN

OpenAI

IBM CEO Arvind Krishna questions the financial returns of AI investments, highlighting the potential $8 trillion industry-wide expenditure for AI infrastructure. He doubts current AI models can achieve AGI without breakthroughs, suggesting a "zero to 1%" chance. Companies like OpenAI, Alphabet, and Amazon are increasing AI spending, but investor response is mixed due to high costs and uncertain returns. Krishna emphasizes the challenge of generating profits to justify such capital investments.

- IBM CEO Arvind Krishna expressed concerns about the high costs associated with AI infrastructure, estimating that industry-wide capital expenditures could reach $8 trillion.  
- He highlighted that filling one gigawatt of AI data center capacity may cost around $80 billion, with several companies planning significant expansions that could exceed $1.5 trillion.  
- Krishna noted the challenge of generating sufficient profits to justify these investments, as current AI models may have a low chance of achieving artificial general intelligence without further advancements.

Amazon

Zero to 1% Chance": IBM CEO Questions AGI Returns on $8 Trillion AI Push

Is a missed earnings report sufficient to erase $25 billion from a single wealth portfolio? Well, the answer proved quick and brutal for Larry Ellison. Oracle co-founder Larry Ellison saw a dramatic setback in net worth to $258 billion when Oracle’s stock plummeted more than 11% in a single day, which is one of the […]

Ellison’s $25 billion wealth crash tied to Oracle’s AI spending fears

MSFT

AAPL

Warren Buffett advises investing in the Vanguard S&P 500 ETF, which could turn $400 monthly into $835,000 over 30 years. The ETF provides exposure to influential companies like Nvidia, Apple, and Microsoft. Despite risks from concentration in top companies, the S&P 500 index fund has consistently generated attractive returns. Buffett believes it's the best way for average investors to gain stock market exposure, as beating the S&P 500 is challenging even for professionals.

- Warren Buffett advocates for investing in the S&P 500 index fund, citing its historical performance and ease of management for average investors.  
- The Vanguard S&P 500 ETF, which tracks 500 large U.S. companies, has the potential to turn $400 invested monthly into $835,000 over 30 years, based on past returns.  
- Despite risks from concentration in top holdings, Buffett emphasizes that the index fund has consistently generated attractive long-term returns, making it a reliable investment choice.

Motley Fool

Microsoft

Apple

Warren Buffett Says Buy This Vanguard Index Fund -- It Could Turn $400 Per Month Into $835,000 With Help From Nvidia, Apple, and Microsoft