(Cheng Yu-Chen/Getty Images) |
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Cruises are no longer for âthe newly wed, the overfed, and the nearly deadâ: when cruise travel reached a record high last year, 36% of global cruise passengers were under the age of 40. Furthermore, 76% of Gen Zers and a whopping 83% of millennials who have gone on a cruise in the last two years say they would plan to âseacationâ again. The S&P 500 fell for the fourth consecutive session yesterday, its longest losing streak since August. The Nasdaq 100 also fell, while the Russell 2000 bucked the trend to post a gain. Losses were heavily concentrated in tech and consumer discretionary, which was the worst-performing sector ETF, dragged down by Amazon. |
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- Analysts are expecting the company to deliver $55.2 billion in sales in its fiscal Q3 2026, with adjusted earnings per share of $1.26.
- That roughly $8.4 billion in revenue growth from Q2 to Q3 would be more than the total sales generated by over 370 S&P 500 companies in their most recent quarter.
- One oft overlooked aspect of the AI boom is that it came out of nowhere, at a time when there was excess capacity in semiconductor production. Thatâs no longer the case.
- If Nvidiaâs GPUs are the brains of AI, you still need a host of other chips to serve as the supporting elements of the nervous system. On that note, high-bandwidth memory prices have been surging as supply remains ultra-tight.
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When it comes to how markets will interpret the results, Wedbush Securities analyst Dan Ives takes an optimistic and straightforward view: the sheer size of the numbers put up by the chip designer will be too impressive to ignore. âDatapoints from Nvidia this week will be important to convince âon the fence investorsâ that this AI spending trend is an unparalleled moment in modern tech history and is NOT a bubble moment,â he wrote. JPMorgan is also forecasting an earnings beat and upward move, and recommends a bull call spread ahead of the report. |
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The most valuable company in the world has earned that moniker despite, rather than because of, how investors have reacted to its quarterly reports as of late. Just once over its past five reporting periods has the chip designer gained in the week following earnings. This time, there should be no questions about the appetite for Nvidiaâs AI chips. Whatâs in doubt is how much supply chain snarls might impact its ability to meet that colossal demand, whether margins might face some pressure along the way, and if competition will eat away at its dominant market position over time. |
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- Google released Gemini 3, a major update to its flagship AI model. The new model comes with a number of new features that aim to leap ahead of competitors OpenAI and Anthropic.
- The release also features significant improvements to reasoning, agentic tasks, and âvibe coding.â Google says when using Gemini 3, âyouâll notice the responses are more helpful, better formatted and more concise.â
- Another experiment is Gemini Agent, which can handle complex, multistep tasks across Googleâs apps all within Gemini.
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- Rothschild & Co Redburn analyst Alexander Haissl downgraded both companies Tuesday to âneutralâ from âbuy,â breaking with many of his peers.
- The industryâs narrative that generative AI is akin to the early cloud, he wrote, is âincreasingly misplaced,â saying that the underlying economics for GenAI are âfar weaker than assumed.â
- Now, itâs not the end of the world: over 90% of the stocksâ analysts have buy-equivalent recommendations for them, according to Bloomberg.
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| Google hopes to leverage its massive reach so Gemini becomes the AI chatbot of choice. The company posted results that show Gemini bested GPT-5.1 and Claude Sonnet 4.5 in many widely used benchmarks. Gemini 3 leapt to the top spot on the popular LMArena leaderboard. Still, that wasnât enough to shake off an AI-related sell-off; investors continue to wonder when the hyperscalersâ intense spending on AI infrastructure will pay off. Letâs see how everyone feels after tonightâs earnings. |
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The Vault is Closing: Current Share Price Increases Tomorrow |
Elf Labs is making big moves in the $2T1 global entertainment & media industry. Theyâre bringing their trademarked characters like Cinderella and Snow White2 to life with patented, next-gen tech. This is your final chance to invest at $2.25/share before the price increases tomorrow.3 Discover Elf Labsâ investment opportunity. |
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- đ NHL: Just a few weeks into the season and there are already some favorites to hoist Lord Stanleyâs Cup this year. The perennial contenders from Colorado are considered the favorite, with the Avalanche climbing from as low as a 3% chance of winning preseason to on the order of 18% lately.
- đ Miss Universe: This Friday is the annual Miss Universe competition, and the market is pricing in a big advantage for FĂĄtima Bosch of Mexico with approximately a one in five chance of winning the pageant, though given the over 100 contenders, itâs hard to hammer out a specific probability. Other strong contenders include Praveenar Singh of Thailand and Ahtisa Manalo of the Philippines.
- đ Self-Driving: Waymo announced yesterday that its autonomous robotaxi service will be available to the public in five new cities â Miami, Dallas, Houston, San Antonio, and Orlando â beginning next year. Waymoâs service is currently operating in five markets â the Bay Area, Austin, Phoenix, Los Angeles, and Atlanta â with a total of 12 others in the pipeline for expansion, though the market is pricing in three cities available in the Waymo One app by the end of this year.
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*Event contracts are offered through Robinhood Derivatives, LLC â probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC. |
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- Earnings expected from Nvidia, Target, Loweâs, TJX, and Palo Alto
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Nasdaq's disclosures:
Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or digital asset or any representation about the financial condition of any company. Additionally, nothing contained herein should be construed as tax advice. NasdaqÂź is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security, digital asset or an overall investment strategy. Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or digital asset or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. Investing in options carries unique risks. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED. Elf Labsâ disclosures: 1 PWC Perspectives from the Global Entertainment & Media Outlook 2024â2028: Seizing growth opportunities in a dynamic ecosystem, July 2024. 2 One of the top 10 franchises by lifetime sales valued at $45 billion (Disney Princesses). See Wikipedia article for further details. 3 The minimum investment is $998.61, which includes the 2.5% investor processing fee. Please read the offering circular and related risks at https://elflabs.com. This is a paid advertisement for Elf Labsâs Regulation CF Offering. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck. |
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