CMB Stock News Of The Day 📰🗞️🗞️📈📉

“Nvidia’s Explosive Earnings Ignite a Rally Across the Entire AI Supply Chain” 🚨🚨🚨

Nvidia’s historic momentum is showing no signs of slowing down. You’d expect the world’s first $5 trillion company to begin maturing — slowing revenue, diversified divisions stabilizing cash flows, and incremental bets shaping the future. Instead, Nvidia re-accelerated its growth in spectacular fashion.

In its Q3 earnings, the company reported a massive $51.22 billion in data center revenue, a blowout figure that lifted risk sentiment across global markets. Revenue and adjusted EPS topped estimates by roughly 3%, but it was Nvidia’s even stronger forward guidance that sent a shockwave across the entire AI ecosystem.

The result? A rising tide lifting nearly every AI-linked stock before the opening bell.

Here’s how Nvidia’s earnings powered the broader AI supply chain:

• Semiconductor giants jumped, with Broadcom up 4.09% and AMD up 2.8%, as investors rotated into chipmakers poised to ride Nvidia’s demand wave.

• Emerging data center operators surged, including IREN and Cipher Mining, which rallied between 8% and 10% as markets priced in higher compute demand.

• Palantir gained 3.4% after Nvidia’s CFO highlighted how its Ontology platform is now being “supercharged” using Nvidia’s CUDA-X libraries and AI models for the first time.

• Neocloud providers exploded higher, with CoreWeave up more than 9% and Nebius up around 7%, as demand for rentable AI compute looks even more secure.

• Energy stocks fueling the AI boom rallied, from Bloom Energy to nuclear players like Constellation Energy, Oklo, and Nuscale — all moving higher as AI’s power requirements continue to balloon.

• AI server and storage companies also climbed, with Super Micro Computer up nearly 6%, while Western Digital and Seagate posted early gains.

• Even risk assets turned green, with Bitcoin reclaiming $92,000, quantum computing stocks ticking higher, and equity markets across Europe and Asia following suit.

During the call, Jensen Huang declared, “AI is going everywhere, doing everything, all at once.” Judging by the market reaction, investors agree — and Nvidia’s latest results suggest the AI boom is still in the early innings.