𝕋𝕪𝕝𝕖𝕣𝟚𝕗𝕪𝕖 🏌🏾‍♂️

Vanderbilt University Alumnus 2014 ⚓ October's Very Own

[Atlanta Braves @Braves]

BRAVES WIN!

#LetItFly

[*Walter Bloomberg @DeItaone]

$NVDA - NVIDIA EXPANDS BUYBACK PROGRAM TO $235 BILLION

Nvidia’s board authorized a $150 billion increase to its share repurchase program, bringing the total authorization to $235 billion.

The company expects to execute the expanded buyback program through fiscal 2028.

The massive authorization gives Nvidia substantial capacity to return capital to shareholders alongside its AI-driven growth.

[BrickCenter @BrickCenter_]

INSANE CHOKE JOB BY NC STATE 😭😭😭

[Pete Delkus @wfaaweather]

Today was the 65th consecutive day with no rain at DFW. That streak applies to many of you. This is the 3rd longest dry streak on record. 2nd place is 67 days from 2022.

[Vanderbilt Football @VandyFootball]

1️⃣-0️⃣

[OpenAI @OpenAI]

This is GPT-6 Astra.

Anything you can do on a computer, Astra can do for you. Fast.

[*Walter Bloomberg @DeItaone]

$NVDA - NVIDIA TO ACQUIRE HUGGING FACE IN $11.9BN DEAL

Nvidia has agreed to acquire Hugging Face in a deal valued at about $11.9 billion for shareholders.

Hugging Face will remain an open AI platform.

Nvidia also plans up to $1 billion in employee retention awards.

The deal is expected to close in H1 2027, subject to regulatory approval.

[Evan @StockMKTNewz]

Raymond James today raised its price target on Nvidia $NVDA up to $515 from $352 while maintaining its Strong Buy rating

Evercore raised its price target on Nvidia up to $465 from $413 while maintaining its Outperform

Bernstein raised its price target on Nvidia up to $400 from $315 while maintaining its Outperform

JPMorgan raised its price target on Nvidia up to $320 from $280 while maintaining its Overweight

Mizuho raised its price target on Nvidia up to $315 from $300 while maintaining its Outperform

Citi raised its price target on Nvidia up to $315 from $300 while maintaining its Buy

Needham raised its price target on Nvidia up to $300 from $270 while maintaining its Buy

UBS raised its price target on Nvidia up to $300 from $280 while maintaining its Buy

Morgan Stanley raised its price target on Nvidia up to $300 from $288 while maintaining its Overweight

Goldman Sachs raised its price target on Nvidia up to $300 from $285 while maintaining its Buy

[MLB @MLB]

Ha-Seong Kim walks it off for the @Braves!

[The Kobeissi Letter @KobeissiLetter]

Absolutely insane.

Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.

And, this guidance assumes ZERO data center compute revenue from China.

This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months.

We now have a $5+ trillion company is seeing +106% year-over-year revenue growth.

There has never been anything like what we are seeing right now with AI.

This is arguably the biggest technological revolution of all time.

[Evan @StockMKTNewz]

NVIDIA $NVDA JUST REPORTED EARNINGS

EPS of $2.22 beating expectations of $2.09🟢
Revenue of $96.1 beating expectations of $92.1B🟢

[*Walter Bloomberg @DeItaone]

$NVDA - BOFA: NVIDIA COULD BE UP TO 50% UNDERVALUED

Bank of America says Nvidia may trade at a 34%-50% discount, as investors could be overstating AI-related risks.

BofA sees Nvidia’s aggressive AI investments as a long-term opportunity, despite potential balance-sheet risks if demand slows.

The bank maintains a Buy rating and $350 price target, implying significant upside from Nvidia’s current price around $219.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX, $SPCX, announces a new partnership with Nvidia, $NVDA, to design its Starmind AI-1 payload, bringing data center-class compute into orbit.

The partnership will use Nvidia’s Rubin GPUs and Vera CPUs, while increasing SpaceX’s peak satellite computing capacity to 250 kW.

[Jensen Huang @JensenHuang]

Today, we’re launching Alpamayo 2 Super, our frontier open reasoning model for autonomous vehicles.

Beyond seeing, Alpamayo understands and reasons through the complex world - thinks before it acts.

It’s a powerful backbone for robotaxis, trucks, shuttles, delivery vans, tractors and the long tail of mobile robots—billions of autonomous machines someday.

We’re releasing it for commercial use under OpenMDW-1.1 so teams can inspect it, fine-tune it and deploy it—open models advance safety and security.

The next wave of AI is robotics—and it starts with autonomous vehicles.

Great work, Alpamayo team!

https://t.co/2PYCCXWjZh

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially hits a new record high, now worth $69.7 trillion.

This continues to be the best economy in history for asset owners.

All-time highs are officially back.

[Yahoo Finance @YahooFinance]

$AAPL delivered an earnings beat, thanks to strong iPhone sales.

CEO Tim Cook said it was the company's strongest June quarter ever. https://t.co/cKxSAQRP2C

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Amazon stock, $AMZN, surges over +7% after reporting stronger than expected Q2 2026 earnings.

[New York Post @nypost]

Trump says US will 'beat the f-ing s-' out of Iran after surprise missile attack https://t.co/1OFJSb7tZY

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia is in talks with OpenAI to guarantee $250 billion in financing for a data center in Ohio.

Details include:

1. The guarantees from Nvidia would help OpenAI lease a 10GW project that SoftBank is developing in Ohio

2. In total, the project could cost more than $500 billion, the largest data center project ever announced

3. The power for the project is controlled by the US government and funded separately by Japan under a recent trade deal

4. Commerce Secretary Lutnick is reportedly involved in deciding who will get the power

The data center buildout just hit a whole new level.

[ESPN @espn]

Breaking: LeBron James is signing with the Philadelphia 76ers on a two-year, $8 million deal with a player option, his agent Rich Paul told @ShamsCharania.