NVIDIA (NVDA) remains a strong buy, driven by a landmark 10GW OpenAI deal. I estimate ~$350B Nvidia revenue potential, tied to Rubin (and likely Feynman) through decade's end. Rubin's cadence was reaffirmed, with six chips taped out, and volume production starting next year, likely in H2. Near term, I believe GB300 Ultra ramp supports a strong Q3 FY26. OpenAI's AMD warrants could indirectly benefit Nvidia via its (future) OpenAI stake, with my estimates implying ~$9.6B upside once AMD meets the vesting milestones.

Even as the market seems to be shrugging off global trade concerns, there remains a level of uncertainty given economic ups and downs, job market red flags, and concerns over whether the global economy will start to slow down in 2026 as tariff concerns start to really show their effects.

ALEXANDRIA, Va.--(BUSINESS WIRE)--QED Investors, a leading global fintech venture capital firm, and Oliver Wyman, a global leader in management consulting and a business of Marsh McLennan (NYSE:MMC), today announced a new report titled, Seizing the bank charter moment: Implications for fintechs and banks. Informed by expert insight, secondary research, proprietary analysis and conversations with over a dozen C-suite executives at leading fintechs, QED Investors and Oliver Wyman examine key cons.

NEW YORK, NY / ACCESS Newswire / October 8, 2025 / History is full of moments when the world came dangerously close to catastrophe, not because of an enemy's firepower, but because of uncertainty. During the Cold War, radar glitches and sensor errors nearly triggered nuclear retaliation more than once.

AUBURN HILLS, Mich., Oct. 8, 2025 /PRNewswire/ -- Today, Mopar offers an early look at a new concept for the 2025 SEMA (Specialty Equipment Market Association) Show in Las Vegas on Nov. 4-7.

Broadcom secured a $10 billion XPU order, driving a record $110 billion backlog and providing strong topline visibility. AI semiconductor revenue surged 63% YoY in Q3 to $5.2 billion, with Q4 forecasted at 66% growth. EBITDA margins remain robust at 65%+, delivering $10.7 billion in adjusted EBITDA and $7 billion in Q3 free cash flow.

Geneva, Switzerland, Oct. 08, 2025 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announces its preliminary unaudited financial metrics for the nine-month period ended September 30, 2025 ("9M 2025"), along with updates on major operational milestones, reaffirms its FY 2025 revenue guidance, and growth outlook for 2026 and beyond.

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest market news for October 8, 2025. Gold soared higher, surpassing $4,000 for the first time and jumping over fifty percent this year.

Bloom Energy ( BE ) is a leading manufacturer of solid-oxide fuel cell systems (SOFCs) that deliver on-site, clean electricity to enterprises globally, supporting Fortune 100 companies, hyperscale data centers, large utilities, manufacturers, and healthcare facilities. The company's core product, the Bloom Energy Server, converts natural gas, biogas, or hydrogen into electricity without combustion, making it an efficient and environmentally friendly solution for distributed energy generation.

DUK's $190-$200 billion investment plan and expanding renewable portfolio make it a standout utility stock pick.

Gold prices soar past $4,000, fueling investor interest in top miners like AEM, AAUC, AGI and AU, which are poised to gain from the metal's historic rally.

Nvidia CEO Jensen Huang joins 'Squawk Box' to discuss details of the company's partnership with OpenAI, his thoughts on OpenAI's deal with AMD, state of the AI tech race, the promise of AI technology, company growth outlook, state of the AI arms race against China, his thoughts on H-1B visa reforms and 'The American Dream', and more.

YieldMax Bitcoin Option Income Strategy ETF remains a Buy, balancing drawdown mitigation and income potential amid recent executional underperformance. YBIT's brief underperformance in May 2025 was an executional glitch, not a structural flaw, and performance has since tracked peers like YBTC and BTCI. YBIT's defensive profile is intact, offering better drawdown management than most peers, though it relies on a bullish long-term bitcoin outlook.

Year-to-date, the WisdomTree Japan Hedged Equity Fund (DXJ) is beating the S&P 500 by nearly 300 basis points, as of September 30. That's an impressive feat when considering the U.S. dollar is in the midst of a lengthy slumber.

AI spending garners plenty of attention. But it's got a long way to go to get anywhere near global defense expenditures.

As markets hit record highs, stocks like StoneCo, Garmin, Assurant, VICI Properties and Duke Energy stand out for strong sales growth.

TECH drives growth via acquisitions, international strength and innovation. However, it faces macro pressures and rising competition.

HOLX expands its Panther Fusion platform with new GI bacterial assays, securing FDA and EU approvals to boost Diagnostics growth.

Amazon is bringing its pharmacy service to its medical practice. The tech giant is launching Amazon Pharmacy Kiosks, which will be placed in medical offices, allowing patients to pick up prescriptions immediately following their doctor appointments, according to a Wednesday (Oct. 8) news release.