CNBC's Kristina Partsinevelos reports on news regarding Nvidia's GTC Conference.

image for news Nvidia CEO Jensen Huang holds GTC in D.C. to broach AI infrastructure buildout needs

Cincinnati Financial Q3 Earnings and Revenues Top, Premiums Rise Y/Y — Positive

CINF   Zacks Investment Research — October 28, 2025

Cincinnati Financial's Q3 profit doubles as strong premium growth, pricing gains and higher investment income lift results.

image for news Cincinnati Financial Q3 Earnings and Revenues Top, Premiums Rise Y/Y

Arch Capital Q3 Earnings Beat, Revenues Miss Estimates — Positive

ACGL   Zacks Investment Research — October 28, 2025

Arch Capital's strong underwriting and investment gains drive Q3 earnings beat, even as revenues narrowly miss estimates.

image for news Arch Capital Q3 Earnings Beat, Revenues Miss Estimates

Eli 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.

image for news Eli Lilly, Nvidia partner to build supercomputer, AI factory for drug discovery and development

Nvidia 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.

image for news Nvidia CEO: You won't lose your job to a robot, you'll lose your job to somebody who uses AI

Check Point: The AI-First Cybersecurity Leader You've Missed — Positive

CHKP   Seeking Alpha — October 28, 2025

Check 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.

image for news Check Point: The AI-First Cybersecurity Leader You've Missed

SOFI Hits All-Time High on Record Net Revenue & Raised Outlook — Positive

SOFI   Schwab Network — October 28, 2025

SoFi 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.

image for news SOFI Hits All-Time High on Record Net Revenue & Raised Outlook

Lucid 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.

image for news Lucid targets industry-first self-driving car technology with Nvidia

Unifying 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.

image for news Pure Storage and Cisco Deliver AI Factories for the Enterprise with NVIDIA

New 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.

image for news Lilly partners with NVIDIA to build the industry's most powerful AI supercomputer, supercharging medicine discovery and delivery for patients

RADCOM Launches High-Capacity User Analytics Solution — Neutral

RDCM   PRNewsWire — October 28, 2025

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.

image for news RADCOM Launches High-Capacity User Analytics Solution

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 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

image for news Dataiku Unveils AI Factory Accelerator to Fast-Track Trusted Enterprise AI Powered by NVIDIA

Zoom pioneers the next era of custom enterprise AI with NVIDIA — Neutral

ZM   GlobeNewsWire — October 28, 2025

Zoom 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.

image for news Zoom pioneers the next era of custom enterprise AI with NVIDIA

WASHINGTON--(BUSINESS WIRE)-- #AI--University of Utah selects sovereign AI solution from HPE and NVIDIA.

image for news 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

The drugmaker hopes an Nvidia-chip powered supercomputer will help it find new drugs and accelerate lengthy R&D timelines.

image for news Eli Lilly Partners With Nvidia to Build AI Supercomputer for Drug Discovery

REDWOOD CITY, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd.

image for news Check Point Redefines AI Security for Enterprises with AI Cloud Protect Powered by NVIDIA BlueField

Richtech 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.

image for news Richtech Robotics Offers First Look at Dex: A Mobile Humanoid Robot for Real-World Work

VAST Data Federal and Leidos Introduce Agentic Cybersecurity with NVIDIA AI — Neutral

LDOS   GlobeNewsWire — October 28, 2025

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 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

image for news VAST Data Federal and Leidos Introduce Agentic Cybersecurity with NVIDIA AI

CHICAGO--(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.

image for news Infleqtion To Bring NVIDIA NVQLink Quantum System to Illinois, Expanding State's Leadership in Quantum and AI Supercomputing

SANTA 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.

image for news Keysight to Showcase Quantum-AI Collaboration at GTC 2025 with NVIDIA NVQLink