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.
Synopsys Spotlights Agentic AI, Accelerated Computing, and AI Physics at NVIDIA GTC Washington, D.C. — Neutral
SNPS PRNewsWire — October 28, 2025SUNNYVALE, Calif. , Oct. 28, 2025 /PRNewswire/ -- Synopsys, Inc. (NASDAQ: SNPS) is attending NVIDIA GTC Washington, D.C.
Fortanix Brings Secure and Trusted Agentic AI to Cutting-Edge NVIDIA Confidential Computing GPUs — Neutral
NVDA Business Wire — October 28, 2025SANTA CLARA, Calif.--(BUSINESS WIRE)--Fortanix® Inc., a global leader in data security for an AI world, today announced a joint solution with NVIDIA, to deliver a turnkey, on-premises platform for running secure and sovereign, agentic AI in AI Factories and highly regulated environments. With a confidential AI pipeline, composite attestation, and HSM-gated key release, enterprises can now innovate securely while knowing their sensitive data, models and workflows are protected. Industries such a.
Flex to Accelerate Deployment of Giga-Scale AI Factories with NVIDIA — Neutral
FLEX PRNewsWire — October 28, 2025WASHINGTON , Oct. 28, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced it is supporting the development of modular data center systems with NVIDIA. The collaboration will leverage Flex's advanced manufacturing capabilities and footprint to deliver high-performance, energy-efficient AI factories at scale, with an emphasis on meeting growing infrastructure demands in the U.S. "Flex is at the forefront of supporting data center operators to overcome escalating power, heat, and scale constraints of the AI era," said Michael Hartung, president and chief commercial officer at Flex.
ServiceNow Unites Intelligent Workflows and Open Models with NVIDIA Technologies to Scale Trusted AI Across Industries — Neutral
NOW Business Wire — October 28, 2025WASHINGTON--(BUSINESS WIRE)--ServiceNow announced an expanded partnership with NVIDIA to unite intelligent workflows and open models to scale trusted AI across industries.
EDB Unifies Data and AI: The Sovereign Postgres Foundation for Deploying NVIDIA in the Public Sector — Neutral
NVDA Business Wire — October 28, 2025WILMINGTON, Del.--(BUSINESS WIRE)--EnterpriseDB (EDB), the leading sovereign AI and data company, today announced its inclusion in the NVIDIA AI Factory for Government reference design, a comprehensive blueprint that enables government agencies and high-assurance enterprises to deploy sovereign, secure, and scalable AI infrastructure. According to EDB's Sovereignty Matters research, 95 percent of enterprises plan to establish their own AI and data platforms within three years, and those already.
Qrypt Extends Quantum-Secure Gateway for AI Workloads with NVIDIA BlueField-4 DPUs — Neutral
NVDA Business Wire — October 28, 2025WASHINGTON--(BUSINESS WIRE)-- #AI--Following the successful launch of its Quantum-Secure IPsec Gateway capability on NVIDIA BlueField-3 DPUs, Qrypt today announced support for the newly unveiled NVIDIA BlueField-4 DPU. Additionally, Qrypt has also unveiled a partnership with SHI, a global IT solutions provider, to make the BlueField solution available for testing today. Since debuting its technology with BlueField-3 DPUs, Qrypt has expanded deployments across AI data centers and high-security network.
Amkor Technology: After Bullish Run, Expected To Cool Off Its Circuits — Positive
AMKR Seeking Alpha — October 28, 2025Amkor Technology, Inc. is a key player in semiconductor packaging, recently beating EPS estimates and surging 84% since May, gets prior buy rating lowered a notch to a hold. AMKR benefits from strong macro demand and pipeline growth, but faces mixed profitability metrics, modest dividend yield, and recent negative cashflow trends. Despite robust momentum and long-term growth prospects, AMKR stock's valuation is slightly elevated and Wall Street consensus implies near-term downside.
Emerson Electric: The Calm After The Rebuild. Why Boring Looks Bullish — Positive
EMR Seeking Alpha — October 28, 2025Emerson (EMR) has completed its restructuring and now operates as a focused automation and software platform. Its moat rests on high switching costs, reliability, and half a century of embedded systems. Strong balance sheet (20x interest coverage) allows for increased shareholder returns.
ECL Stock Falls in Pre-Market Despite Q3 Earnings Beat, Margins Expand — Positive
ECL Zacks Investment Research — October 28, 2025Ecolab tops third-quarter 2025 estimates with strong margin gains and lifts full-year EPS outlook amid steady segment growth.
Carrier Global Q3 Earnings & Revenues Beat Estimates, Stock Up — Positive
CARR Zacks Investment Research — October 28, 2025CARR tops Q3 earnings and revenue estimates despite lower sales, with shares gaining on strong segment performance and buyback plans.
Williams to Report Q3 Earnings: What Surprise Awaits Investors? — Positive
WMB Zacks Investment Research — October 28, 2025WMB gears up to release Q3 earnings with upbeat forecasts driven by strong Transco growth despite cost pressures ahead.
ProShares' ETF Suite Rises Past $100 Billion AUM Threshold — Positive
BITO NOBL QLD TQQQ ETF Trends — October 28, 2025The ETF industry has proliferated in recent years. Each year brings more and more launches and AUM to issuers and asset managers offering a growing set of products.
Trump Media and Technology Group said on Tuesday it will introduce prediction markets on its social media platform Truth Social through a partnership with Crypto.com, as event-driven markets continue to make inroads into mainstream finance.
Lucid to launch self-driving mid-size EV with Nvidia chips — Positive
LCID NVDA Reuters — October 28, 2025Lucid Group said on Tuesday it plans to launch next year a mid-size Level 4 self-driving electric vehicle using computer systems from Nvidia , marking a step toward cars that can operate without driver input in most conditions.
Mark Hanson, Black Buffalo Co-Founder and President, honored by Goldman Sachs as one of the Most Exceptional Entrepreneurs at the 2025 Builders and Innovators Summit — Neutral
GS PRNewsWire — October 28, 2025CHICAGO , Oct. 28, 2025 /PRNewswire/ -- Goldman Sachs (NYSE: GS) has recognized Mark Hanson, Co-Founder and President of Black Buffalo Inc., as one of the Most Exceptional Entrepreneurs of 2025 at its Builders and Innovators Summit in Healdsburg, California. Goldman Sachs selected leaders from multiple industries for the two-day event focused on building enduring companies and advancing innovation.
Insiders Are Buying These 3 Stocks Hand Over Fist — Positive
SMMT VANI VRDN 24/7 Wall Street — October 28, 2025Insider buys can be a telltale sign of a turnaround, as these investments give you a window into where management stands with a company.
OVLY Stock Up 6% Despite Q3 Earnings Rising Y/Y Due to Elevated Costs — Positive
OVLY Zacks Investment Research — October 28, 2025Oak Valley Bancorp's Q3 earnings dip 9% YoY on higher costs and absence of a credit reversal, but net interest income rises 8.7% on the back of improved loan yields.
WM Earnings Miss Estimates in Q3, Revenues Appreciate 15% Y/Y — Negative
WM Zacks Investment Research — October 28, 2025WM's third-quarter 2025 results fall short of estimates despite a 15% y/y revenue jump, lifted by strong landfill and renewable energy gains.
UnitedHealth Q3 Earnings Beat on Rising Commercial Membership — Positive
UNH Zacks Investment Research — October 28, 2025UNH's Q3 earnings beat estimates on solid commercial membership gains and Optum Rx strength, though profits fall sharply on rising medical costs.