Nvidia CEO Jensen Huang holds GTC in D.C. to broach AI infrastructure buildout needs — Positive
NVDA CNBC Television — October 28, 2025CNBC's Kristina Partsinevelos reports on news regarding Nvidia's GTC Conference.
Cincinnati Financial Q3 Earnings and Revenues Top, Premiums Rise Y/Y — Positive
CINF Zacks Investment Research — October 28, 2025Cincinnati Financial's Q3 profit doubles as strong premium growth, pricing gains and higher investment income lift results.
Arch Capital Q3 Earnings Beat, Revenues Miss Estimates — Positive
ACGL Zacks Investment Research — October 28, 2025Arch Capital's strong underwriting and investment gains drive Q3 earnings beat, even as revenues narrowly miss estimates.
Eli Lilly, Nvidia partner to build supercomputer, AI factory for drug discovery and development — Positive
LLY NVDA CNBC — October 28, 2025Eli Lilly and Nvidia are partnering to build what the companies call the pharmaceutical industry's "most powerful" supercomputer and so-called AI factory to help accelerate drug discovery and development across the broader sector. It's the latest stride by Nvidia and the pharmaceutical industry to harness AI to try to shorten the time it takes to bring cures to patients, while reducing costs at every stage of the drug discovery and development process.
Nvidia CEO: You won't lose your job to a robot, you'll lose your job to somebody who uses AI — Neutral
NVDA CNBC Television — October 28, 2025Nvidia CEO Jensen Huang discusses AI job displacement before delivering the keynote speech from Washington, D.C. on Tuesday for the company's second GTC conference this year.
Check Point: The AI-First Cybersecurity Leader You've Missed — Positive
CHKP Seeking Alpha — October 28, 2025Check Point Software Technologies Ltd. delivered a standout quarter, with revenue and EPS beating expectations and shares surging 8% in a single day. CHKP boasts sector-leading profitability, robust cash flow, zero debt, and trades at a discount to peers despite its AI-driven innovation. Recent acquisitions of Veriti and Lakera strengthen CHKP's AI-first security platform, positioning it for leadership in next-gen enterprise security.
SOFI Hits All-Time High on Record Net Revenue & Raised Outlook — Positive
SOFI Schwab Network — October 28, 2025SoFi Technologies (SOFI) flexed more strength in the fintech space after the company posted an earnings beat and guidance boost. George Tsilis talks about the company's climb and "impressive" moves to its balance sheet, though warns the stock needs time to grow into current valuations.
Lucid targets industry-first self-driving car technology with Nvidia — Positive
LCID NVDA CNBC — October 28, 2025Lucid Group is targeting being the first automaker to offer highly advanced self-driving capabilities in its vehicles in the coming years. The all-electric vehicle manufacturer expects to launch what it's calling "mind-off" driving in which a car can essentially drive itself under normal circumstances.
Pure Storage and Cisco Deliver AI Factories for the Enterprise with NVIDIA — Neutral
CSCO PSTG PRNewsWire — October 28, 2025Unifying compute, storage and networking to take generative AI from pilot to production SANTA CLARA, Calif. , Oct. 28, 2025 /PRNewswire/ -- Pure Storage® (NYSE: PSTG) and Cisco (NASDAQ: CSCO) today announced a new FlashStack® Cisco Validated Design (CVD), adding to the collection of AI PODs, a key module within the Cisco Secure AI Factory with NVIDIA.
Lilly partners with NVIDIA to build the industry's most powerful AI supercomputer, supercharging medicine discovery and delivery for patients — Neutral
LLY PRNewsWire — October 28, 2025New AI capabilities will help scientists identify, optimize and validate new molecules Additional applications include manufacturing, medical imaging and enterprise AI agents INDIANAPOLIS , Oct. 28, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced it is building the most powerful supercomputer owned and operated by a pharmaceutical company, in collaboration with NVIDIA. The supercomputer will power an "AI factory," a specialized computing infrastructure that manages the entire AI lifecycle from data ingestion and training to fine-tuning and high-volume inference.
First network assurance vendor to capture network data up to 400 Gbps on a single server, leveraging NVIDIA BlueField-3 to deliver real-time analytics at a fraction of the cost TEL AVIV, Israel , Oct. 28, 2025 /PRNewswire/ -- RADCOM Ltd., (Nasdaq: RDCM), a leader in next-generation intelligent assurance, announced today availability of its High-Capacity User Analytics solution.
Dataiku Unveils AI Factory Accelerator to Fast-Track Trusted Enterprise AI Powered by NVIDIA — Neutral
NVDA GlobeNewsWire — October 28, 2025The Dataiku AI Factory Accelerator combines Dataiku's governed platform with NVIDIA accelerated computing to help enterprises turn AI pilots into production results at scale and across industries The Dataiku AI Factory Accelerator combines Dataiku's governed platform with NVIDIA accelerated computing to help enterprises turn AI pilots into production results at scale and across industries
Zoom pioneers the next era of custom enterprise AI with NVIDIA — Neutral
ZM GlobeNewsWire — October 28, 2025Zoom AI Companion adapts to users' personal work habits through model customization and retrieval-augmented generation powered by NVIDIA technology Zoom's federated AI stack expands with NVIDIA Nemotron models that make AI faster and smarter for every business SAN JOSE, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Zoom Communications, Inc. (NASDAQ: ZM) and NVIDIA are working together to deliver faster, higher-quality, and customizable AI to the enterprise.
University of Utah and the State of Utah to Accelerate Medical Research and Expand Regional Economic Development With a Sovereign AI Factory Powered by HPE and NVIDIA — Neutral
HPE Business Wire — October 28, 2025WASHINGTON--(BUSINESS WIRE)-- #AI--University of Utah selects sovereign AI solution from HPE and NVIDIA.
Eli Lilly Partners With Nvidia to Build AI Supercomputer for Drug Discovery — Positive
LLY NVDA WSJ — October 28, 2025The drugmaker hopes an Nvidia-chip powered supercomputer will help it find new drugs and accelerate lengthy R&D timelines.
Check Point Redefines AI Security for Enterprises with AI Cloud Protect Powered by NVIDIA BlueField — Neutral
CHKP GlobeNewsWire — October 28, 2025REDWOOD CITY, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd.
Richtech Robotics Offers First Look at Dex: A Mobile Humanoid Robot for Real-World Work — Neutral
RR GlobeNewsWire — October 28, 2025Richtech collaborates with NVIDIA to accelerate practical, production-ready physical AI LAS VEGAS, Oct. 28, 2025 (GLOBE NEWSWIRE) -- Richtech Robotics Inc. (Nasdaq: RR) (“Richtech”), a U.S.-based provider of AI-driven robotics solutions, today unveiled Dex, the company's first mobile humanoid robot for industrial use. Accelerated by the NVIDIA Jetson Thor, Dex is capable of operating in dynamic environments, adapt with real time reasoning, and perform complex tasks with detailed precision, all while operating for a full workday on a single charge.
VAST Data Federal and Leidos Introduce Agentic Cybersecurity with NVIDIA AI — Neutral
LDOS GlobeNewsWire — October 28, 2025Powered by NVIDIA AI Enterprise software and the VAST AI Operating System, Leidos will transform trillions of daily security events into real-time, automated action for mission-critical environments Powered by NVIDIA AI Enterprise software and the VAST AI Operating System, Leidos will transform trillions of daily security events into real-time, automated action for mission-critical environments
Infleqtion To Bring NVIDIA NVQLink Quantum System to Illinois, Expanding State's Leadership in Quantum and AI Supercomputing — Neutral
NVDA Business Wire — October 28, 2025CHICAGO--(BUSINESS WIRE)--Infleqtion, a global leader in neutral atom–based quantum technology, today announced it will host an NVIDIA NVQLink-enabled quantum supercomputing system at the Illinois Quantum & Microelectronics Park (IQMP). Infleqtion is among the first to integrate the new NVQLink open system architecture, which directly couples quantum processors with GPU-accelerated supercomputers, solving a critical bottleneck for scaling quantum computing and unlocking a new era of hybrid.
Keysight to Showcase Quantum-AI Collaboration at GTC 2025 with NVIDIA NVQLink — Neutral
KEYS Business Wire — October 28, 2025SANTA ROSA, Calif.--(BUSINESS WIRE)---- $KEYS #AI--Keysight Technologies, Inc. (NYSE: KEYS) announced that they support the development of the new NVIDIA NVQLink open architecture for the low-latency of quantum processors and AI supercomputing. Keysight Technologies is working with NVIDIA to advance hybrid quantum–AI computing through high-performance control systems and AI-driven infrastructure. Disaggregated computer architecture is redefining the future of high-performance computing (HPC), enabling organi.