Seeking Alpha

A global leader in crowdsourced U.S. investment research, powered by one of the largest and most vibrant investor communities.

[Seeking Alpha @SeekingAlpha]

Elite Dividend Growth Machines On Sale (Up To 7% Yields) $MLPX #investing #finance #business https://t.co/jJwXhammUJ

[Seeking Alpha @SeekingAlpha]

These ten consumer discretionary stocks have held Strong Buy ratings for weeks $XLY #stocks #finance #trading https://t.co/InL0ZiZ8oC

[Seeking Alpha @SeekingAlpha]

Howard Marks says AI’s trillion-dollar payoff is a ‘matter of faith’ $AIQ #trading #economy #stockmarket https://t.co/22J8XuLR53

[Seeking Alpha @SeekingAlpha]

Micron Technology climbs 13% as one-month slide reverses $MU #markets #economy #finance https://t.co/hmI0GQBGxd

[Seeking Alpha @SeekingAlpha]

Bitcoin miners-turned-neoclouds jump after AI fears eased $HUT #stocks #investing #trading https://t.co/aNClXHAlXt

[Seeking Alpha @SeekingAlpha]

Nvidia's Biggest Threat Is AI That Needs Fewer Chips $NVDA #economy #business #stockmarket https://t.co/y8u97gzSm4

[Seeking Alpha @SeekingAlpha]

CoreWeave: Things Aren't The Same (Rating Downgrade) $CRWV #stockmarket #stocks #finance https://t.co/gjICMNpmet

[Seeking Alpha @SeekingAlpha]

SA analyst upgrades/downgrades: META, UBER, EVGO, ORCL $META #investing #markets #stockmarket https://t.co/x0ac0Wdwi5

[Seeking Alpha @SeekingAlpha]

Solid but narrow footing: UBS sees 3.5% global growth driven by AI capex $VT #finance #investing #stockmarket https://t.co/3YwVSTJzYz

[Seeking Alpha @SeekingAlpha]

$CRWV reported a record $132.5B revenue backlog, easing AI infrastructure spending concerns. $SMH $QQQ

AI stock moves:
$AVGO = up 4%, supported by a 75.5% gross margin and strong custom chip demand
$TSM = up 5%

Separately, the foundry giant plans a $1B investment in OpenAI and Anthropic.

Nvidia:
Revenue growth = 83.4%, leading $AMD
PEG ratio = 0.36

Seeking Alpha Quant Rating for CoreWeave: Hold.
Seeking Alpha Quant Rating for Nvidia: Strong Buy.
Seeking Alpha Quant Rating for AMD: Strong Buy.

While infrastructure providers absorb massive capital spending, leading chip designers capture superior margins across the cycle.

Is a $132.5B backlog the end of the AI spending scare?

[Seeking Alpha @SeekingAlpha]

TS Lombard argues that as AI models become commoditized, lasting value shifts to low-cost compute suppliers. $SMH $QQQ

Nvidia requires at least 51% of data-center client services to go to non-Chinese firms. Meanwhile, its share of China's AI accelerator shipments fell to 34% in the first half of 2026.

Open-weight models processed 72% of OpenRouter tokens, with Chinese labs generating 69% of all tokens.

PEG ratio:
$NVDA = 0.36
$AMD = 0.95

Seeking Alpha Quant Rating for Nvidia: Strong Buy.
Seeking Alpha Quant Rating for $BABA: Hold.

For the thesis to play out, China must successfully monetize cheap power while Western labs defend premium software margins.

Does commoditized AI hand China the compute crown?

[Seeking Alpha @SeekingAlpha]

Winners Of REIT Earnings Season $CMTG #economy #finance #business https://t.co/K8UTjdOgr4

[Seeking Alpha @SeekingAlpha]

Cyber stocks catch wave and ride along as tech sector rallies $PANW #markets #business #finance https://t.co/JRGaG28RjM

[Seeking Alpha @SeekingAlpha]

Berkshire posts biggest monthly edge over the S&P 500 since 2010 $BRK.B #finance #investing #stockmarket https://t.co/RZfdg2IYgM

[Seeking Alpha @SeekingAlpha]

Nvidia's independent board has retained legal counsel Wachtell Lipton to conduct an internal executive investigation. $SMH $QQQ

The probe centers on whether CEO @JensenHuang was targeted by foreign intelligence, alongside an active FBI investigation.

Revenue growth:
$NVDA = 83%
$AMD = lower than Nvidia's

Nvidia:
Revenue = ~$303B
Net margin = near 64%
Forward PEG ratio = 0.36

Seeking Alpha Quant Rating for Nvidia: Strong Buy.

Core financial expansion remains intact ahead of November earnings.

Will the legal probe overshadow Nvidia's earnings?

[Seeking Alpha @SeekingAlpha]

Sandisk climbs 16% amid broad strength in memory names $SNDK #trading #finance #economy https://t.co/QWuk4fVhGz

[Seeking Alpha @SeekingAlpha]

Nvidia's Huang is likely to be subpoenaed by Congress, lawmaker says $NVDA #economy #trading #markets https://t.co/oCtGBT5kLi

[Seeking Alpha @SeekingAlpha]

Midday Need to Know: Oil prices rebound, chip stocks rally & more $SPY #business #stockmarket #stocks https://t.co/Mrz69cjqIn

[Seeking Alpha @SeekingAlpha]

Only these four industrial stocks have sustained Strong Buy Quant ratings $XLI #markets #stockmarket #finance https://t.co/5aFzAz0jcM

[Seeking Alpha @SeekingAlpha]

CoreWeave's strong results lift chip stocks; Micron leads Quant rankings $SMH #finance #economy #stocks https://t.co/cgllMoIBZ3