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Nvidia's momentum outweighs deal delays and China risks, says T. Rowe Price's Tony Wang
Youtube· 2025-10-03 15:14
Nvidia CEO Jensen Wong reportedly frustrated with the Trump administration over delays to the chip giant's deal with the United Arab Emirates first signed five months ago. That said, it has not hurt those shares, up more than 40% since the announcement in May. And that's where we'll start with Tony Wong, tech portfolio manager at Tro Price.Nvidia represents more than 9% of his funds holdings. Tony, uh, great to have you to to to weigh in. So obviously this is one potential deal, one big order among many.Uh ...
Xbox’s Strategy Is Becoming Actively Repellant To Players
Forbes· 2025-10-03 15:13
XboxMicrosoftThis week, Microsoft raised prices on Xbox Game Pass to a genuinely shocking degree, following similarly large hikes on all of its current-generation hardware. While it’s tough times in the economy to be sure, that’s also true on the consumer side, and what Xbox is doing here is now completely incomprehensible.While other competitors like Sony finally did give in and raise hardware prices due to tariff issues imposed by the Trump administration, Xbox has now done so twice, the end result being ...
Trending Quantum Stocks—Rigetti And D-Wave Are Popping
Benzinga· 2025-10-03 15:13
Quantum stocks were popping on Friday after trending across social media for most of the week. Here's a look at what's going on in the quantum computing sector. RGTI stock is climbing. See the real-time chart here. Q/C Technologies – QCLSThere's a new name in the quantum computing space: Q/C Technologies, Inc. (NASDAQ:QCLS), formerly TNF Pharmaceuticals, Inc. (NASDAQ:TNFA).  The company announced a strategic pivot into quantum computing, securing exclusive global rights to LightSolver's light-speed laser pr ...
MRK Stock Up Nearly 14% So Far This Week: What's Driving It?
ZACKS· 2025-10-03 15:11
Key Takeaways Merck stock jumps almost 14% as investor optimism grew after Pfizer's drug pricing deal.The deal boosts sector sentiment by reducing drug costs and driving investment in the U.S. pharma sector.Investor optimism lifted Merck and other big drugmakers like AstraZeneca, Eli Lilly and others.Shares of Merck (MRK) have rallied almost 14% so far this week as investors’ optimism grew concerning the broader pharmaceutical sector in the United States after Pfizer (PFE) announced a landmark deal with the ...
Grab Up 62% in 6 Months: Is the Stock Still Worth Betting On?
ZACKS· 2025-10-03 15:11
Key Takeaways Grab shares jumped 62.2% in six months, outpacing sector and industry returns.Robust On-Demand GMV growth and rising engagement support Grab's 2025 revenue outlook.Partnerships with AWS, BYD and WeRide strengthen Grab's super-app and AV ambitions.Grab Holdings (GRAB) shares have appreciated 62.2% over the past six months, outperforming the Zacks Computer & Technology sector’s return of 56.2% and the Zacks Internet - Software industry’s rise of 45.9%.Image Source: Zacks Investment ResearchGiven ...
Can Apple's stock make a true rebound? It might be harder than you think.
MarketWatch· 2025-10-03 15:11
A Jefferies analyst thinks Wall Street is reading too much into strong early demand for the iPhone 17 —Â setting the stage for disappointment down the road. ...
Humana: Long-Term Recovery Potential, Short-Term Pressure (NYSE:HUM)
Seeking Alpha· 2025-10-03 15:09
Humana Inc. (NYSE: HUM ) is one of the biggest companies offering Medicare Advantage plans, covering millions of seniors across the U.S. It goes up against large rivals like UnitedHealth Group Incorporated ( UNH ) and CVS Health Corporation (I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst ...
Capesize shipping rates sink with China’s ban on BHP iron ore cargoes (BHP:NYSE)
Seeking Alpha· 2025-10-03 15:09
Dry bulk shipping rates have plunged ~25% this week due to a dispute over BHP's (NYSE:BHP) iron ore shipments to China and a seasonal lull in demand, Bloomberg reported Friday. Spot rates for Capesize bulk carriers fell 6% on Thursday to the ...
Alibaba, SMIC lead China's AI-driven market revival, but worries of overheating linger
Invezz· 2025-10-03 15:09
China's stock markets are staging a strong rally, with artificial intelligence emerging as the central force behind investor enthusiasm. The sharp rise follows a muted 2024, when Chinese equities were... ...
Applied Materials stock falls on sales warning from China export restrictions
Proactiveinvestors NA· 2025-10-03 15:08
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...