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Lam Research Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/LRCX/analyst-ratings

Fed's Goolsbee Speaks - WATCH LIVE [链接预览] youtube.com Leadership Greater Chicago | Economics: Are We Ready for Tomorrow? Chicago Fed President and CEO Austan Goolsbee will participate in a...

Trump is back to doing the 'rigged election' thing again on Truth.

Planet And Stoke Space Sign Multi-Launch Agreement For Nova Launch Capabilities. Planet Labs PBC PL : PLANET AND STOKE SPACE SIGN MULTI-LAUNCH AGREEMENT FOR NOVA LAUNCH CAPABILITIES PLANET LABS PBC - STOKE SPACE TO BEGIN NOVA PATHFINDER FLIGHT DEMONSTRATIONS IN 2027

US GOVERNMENT SHUTDOWN RISK RISES OVER IRAN WAR Congressional Democrats are considering using the December 11 government funding deadline to pressure President Trump to end the war with Iran, Bloomberg reports. Democrats could block spending legislation or restrict funding for military operations, potentially triggering another federal government shutdown. The party faces a choice between acting immediately or waiting until January, when Democrats take control of both chambers of Congress. The Pentagon is also seeking at least $350 billion in additional funding, complicating negotiations.

Nvidia Introduces Gr00t 2, Isaac Lab 3.0, And New Open Benchmarks At Corl. NVIDIA Corporation NVDA : NVIDIA - INTRODUCES GR00T 2, ISAAC LAB 3.0, AND NEW OPEN BENCHMARKS AT CORL

Kulicke & Soffa Price Target Cut to $70.00/Share From $86.00 by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/KLIC/analyst-ratings

One Short-Seller Flagged Jensen's Alice Huang Ties In May...And Pointed Out Multiple Other Nvidia Risks [链接预览] zerohedge.com One Short-Seller Flagged Jensen's Alice Huang Ties In May...And Pointed Out Multiple Other Nvidia... Culper warned that Wall Street was treating China as potential upside for Nvidia when it could actually represent substantial downside...

EU'S RIBERA: NEED TO RETHINK SECURITY IN EUROPE AS BIG TECH FIRMS GAIN POWER

B. Riley Securities maintains Rigetti Computing at Buy, lowers price target to $23 from $25. B. Riley Securities maintained Rigetti Computing at Buy and lowered its price target to $23 from $25, an 8.0% decrease. The price target implies an upside of 95.7% from the Nov 6 close of $11.75. Explore more price target data and ratings for Rigetti Computing on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

US September wholesale inventories +0.7% vs +0.6% expected

SpaceX Buying a Big 3 Wireless Player Makes Sense. Which Is the Best Fit? — Barrons.com. By Al Root SpaceX has made no secret of its mobile wireless ambitions. It wants to offer service that rivals any of the big three: AT&T, Verizon Communications, and T-Mobile. But how? SpaceX doesn't seem to be able to do it with space-based infrastructure alone. Building a wireless spectrum portfolio and terrestrial infrastructure to offer a high-quality national service could take years and cost hundreds of billions of dollars. SpaceX could just buy an existing company, especially if its space/land hybrid proves to be more efficient than the traditional players. CEO Elon Musk sat down with Baron Capital's Ron Baron at the 33rd annual Baron Investment Conference in New York on Friday. Starlink came up. Baron is a longtime supporter of Musk and believes Starlink can be a trillion-dollar business. Starlink is SpaceX's space-based broadband product. Today, it's ideal for fixed-wireless access in rural areas, and serves more than 13 million customers in more than 170 countries using more than 11,000 satellites in low-Earth orbit. Third-quarter Starlink earnings before interest, taxes, depreciation, and amortization (Ebitda) were $3.5 billion, up from $1.9 billion a year ago, on revenue of $5.2 billion, up from $3.1 billion a year ago. SpaceX has been acquiring wireless spectrum, which is essentially the pipes that carry wireless data. It's an early step in morphing Starlink into a mobile wireless carrier. SpaceX has acquired some 80 megahertz of spectrum. T-Mobile, for instance, has closer to 400 megahertz. "I think SpaceX will be able to get very far with the spectrum that it's acquired," said Musk on Friday. "But if we're able to make much better use of the spectrum than, say, a legacy telco is, we could just acquire that legacy telco and use that spectrum 10 times more effectively." Exactly how SpaceX can be 10 times more effective is for network engineers to decide. SpaceX, undoubtedly, believes the latest technology and its space-based assets can improve operations. It didn't respond to a request for comment. The improvement is almost beside the point. M&A is likely more interesting to investors. "A major carrier acquisition would simultaneously solve spectrum, [technical issues], roaming, retail/distribution, handset relationships, customer care, device financing and, most importantly, time," wrote Barclays analyst Kannan Venkateshwar on Monday. "That would make buying increasingly attractive if SpaceX's objective really is a large-scale consumer mobile business." SpaceX would also benefit from depressed valuations — that it created. Telecom stocks have been affected by SpaceX's mobile ambitions. Coming into the week, shares of AT&T, Verizon, and T-Mobile are down an average of 10% since the end of May, just before SpaceX's record-setting June IPO. Shares of the three trade at an average of about 10 times earnings expected over the coming 12 months, down from about 12 times a year ago. Venkateshwar called a T-Mobile purchase the "strategically cleanest Big Three combination," adding that it has the lowest rural share, which would mesh nicely with where SpaceX is strong. Verizon isn't as strategically sound, but a deal could get done. "Verizon is in some ways the sector wild card, given its mature customer position, balance sheet constraints and greater need to find inorganic ways of changing its growth trajectory," Venkateshwar added. AT&T has valuable assets but the weakest strategic fit. Buying a carrier might be the easiest, fastest way to achieve Musk's goals. The path is still "convoluted," Venkateshwar said. The threat to the big three carriers grows along with SpaceX's wireless investments, and "alters the negotiation calculus for AT&T, Verizon, and T-Mobile," he added. "That is the prisoner's dilemma we have highlighted in our prior notes as, individually, each incumbent benefits from monetizing unused network capacity through wholesale but, collectively, they benefit from denying SpaceX terrestrial access." It only takes one of the prisoners to flip and upend the entire wireless industry. Write to Al Root at allen.root@barrons.com. This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Jensen Huang Is ‘Core DNA of Nvidia and Its AI Success’: Dan Ives Says CEO ‘Not Replaceable’. Nvidia Corp. NVDA stock is falling Monday after CEO Jensen Huang admitted to an affair with an alleged Chinese spy . With the Board of Directors investigating and the possibility that a CEO change could happen, Yorkville Ives analyst Dan Ives weighed in on what happens next. Dan Ives on Nvidia Stock Nvidia stock is one of Dan Ives’ 10 favorites in the technology sector after the midterm elections. With the scandal at the forefront, Ives maintains an Outperform rating on Nvidia stock with a price target of $300. But Ives has the same question as many other investors. "The big question every Nvidia and tech investor is asking this morning…Will Jensen stay on as CEO of Nvidia?" Ives said. The analyst said there is "a small chance" that Huang is removed or steps aside from Nvidia, which Huang co-founded. "Jensen is the core DNA of Nvidia and its AI success and ambitions are heavily tied to him staying on as CEO. Jensen is not replaceable…there is no other person on the management team bench that can step in seamlessly as CEO." Ives said this is one of the risks for Nvidia investors. "Jensen has become the global face of the AI revolution." The analyst expects multiple congressional inquiries, creating an overhang on the shares. The investigation will also increase scrutiny of Nvidia’s chip sales to China, which Ives called a key battleground issue in Washington. Earnings on Deck The news surrounding Nvidia stock and Huang comes ahead of quarterly financial results, which will be reported on Tuesday, Nov. 17. Analysts expect the company to report revenue of $109.17 billion and earnings per share of $2.48, up from $57.01 billion and $1.30, respectively, according to data from Benzinga Pro . The company has beaten analyst estimates for revenue in 16 straight quarters and beaten earnings estimates in 15 straight quarters. Nvidia shares rose about 9% the day after its last earnings report in August, when the company beat revenue and earnings estimates and guided third-quarter sales above expectations. This could be one of Nvidia’s most anticipated quarterly reports, with technology stocks selling off after the midterm elections and investors worried about the AI and data-center trade. Nvidia Stock Price Action NVDA Price Action: Nvidia shares were down 6.63% at $174.27 at the time of publication Monday, according to Benzinga Pro data . The stock’s 52-week range is $164.27 to $243.37.

Wall St rallies after last week's AI rout; Nvidia falls. By Niket Nishant and Utkarsh Hathi Wall Street's main indexes climbed on Monday, as investors attempted to shake off last week's AI anxieties while awaiting more clarity on the controversy surrounding Nvidia CEO Jensen Huang. The gains kick off a pivotal week expected to offer some insight into whether the selloff post the midterms last week went too far or was warranted. Analysts warned that several concerns were converging under the surface. Shares of Nvidia NVDA , the second most valuable company in the world, fell 5.6% after an internal investigation into whether CEO Huang had been targeted by a foreign intelligence effort raised questions about his future at the AI chipmaker. "This was just the cherry on top for investors looking to pull out of AI-linked stocks. It's a very bad headline that's affecting tech stocks," said Nadia El Bilassy, senior market analyst at Equiti Group. The focus on Nvidia may subside later this week "when we have more important things to discuss, like the inflation data," she added. The Labor Department is scheduled to release its Consumer Price Index report for October on Tuesday, with economists polled by Reuters expecting a 2.7% increase year-over-year. Fears of a December rate hike also persisted following October's stronger-than-expected jobs data. At 09:46 a.m. ET, the Dow Jones Industrial Average DJI rose 652.49 points, or 1.27%, to 51,938.22, the S&P 500 CBOE:SPX gained 108.81 points, or 1.48%, to 7,485.67 and the Nasdaq Composite IXIC gained 458.92 points, or 1.87%, to 25,038.34. Nine of 11 major S&P 500 sectors were in positive territory, with consumer discretionary S5COND and communication services S5TELS leading gains. Wall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme regulation of data center developments under a Democrat-controlled Congress are unlikely to play out. CHIPS INCH HIGHER, MARKETS ASSESS EARNINGS Shares of some chipmakers were up, with Marvell Technology MRVL and Broadcom AVGO rising 5% and 6.5%, respectively, while Intel INTC and Qualcomm QCOM each rose nearly 2%. The broader Philadelphia Semiconductor Index SOX was up 3.3%, after suffering its worst week since March 2025 on Friday. Among the hyperscalers, Microsoft MSFT , Alphabet GOOG , Meta META and Amazon AMZN were up between 2.5% and 5%. Elon Musk-led Tesla TSLA and SpaceX SPCX also advanced 4.5% each. Shares of investment giant KKR (KKR.O) rose 1% after its quarterly profit hit a record high. Constellation Energy CEG , an energy firm with exposure to the AI boom, rose 2.8% after its adjusted third-quarter profit surpassed expectations. Of the 335 companies in the S&P 500 that had reported earnings as of Thursday, 82.4% beat estimates, according to Tajinder Dhillon, head of earnings and equity research at LSEG Data and Analytics. Berkshire Hathaway's BRK.A class B shares were 0.1% lower after the conglomerate reported lower third-quarter profit. Advancing issues outnumbered decliners by a 3.87-to-1 ratio on the NYSE, and by a 2.32-to-1 ratio on the Nasdaq. The S&P 500 posted 4 new 52-week highs and 2 new lows while the Nasdaq Composite recorded 36 new highs and 80 new lows.

Ichor Holdings Price Target Cut to $60.00/Share From $70.00 by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/ICHR/analyst-ratings

@elwasson: [转推] LiveSquawk reposted RISK of Shutdown Dec 11 emerges. Dems want the war in Iran over asap and say they are prepared to use every tool [链接预览] Shutdown Risks Emerge as Democrats Consider Ways to End Iran War

US Wholesale Sales September 2026 Report https://census.gov/wholesale/current/index.html…

Broadcom - Announces VM API Project Accepted Into CNCF Sandbox. Broadcom Inc AVGO : BROADCOM - ANNOUNCES VM API PROJECT ACCEPTED INTO CNCF SANDBOX

@sn_handler: 【最新内容：Samantha Handler @sn_handler · 2026-11-09T15:02:08.000Z】 [转推] LiveSquawk reposted HFC wants to limit spending to current levels via CR 【引用内容：House Freedom Caucus @freedomcaucus · 2026-11-09T15:00:13.000Z】 🚨BREAKING: House Freedom Caucus leadership just dropped a lame-duck roadmap for @SpeakerJohnson and @LeaderJohnThune. Strip Democrat leverage. Deliver real wins. Do it before the clock runs out. No leaving town until it’s done — let’s finish the job!

FormFactor Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/FORM/analyst-ratings

B. Riley Securities maintains D-Wave Quantum at Buy, lowers price target to $22 from $27. B. Riley Securities maintained D-Wave Quantum at Buy and lowered its price target to $22 from $27, an 18.5% decrease. The price target implies an upside of 106.0% from the Nov 6 close of $10.68. Explore more price target data and ratings for D-Wave Quantum on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

US Wholesale Inventories (M/M) Sep F: 0.7% (est 0.6%; prev 0.6%) - Wholesale Trade Sales Sep: 2.8% (est 1.1%; prev 1.8%)

B. Riley Securities maintains Onto Innovation at Buy, lowers price target to $285 from $340. B. Riley Securities maintained Onto Innovation at Buy and lowered its price target to $285 from $340, a 16.2% decrease. The price target implies an upside of 64.5% from the Nov 6 close of $173.28. Explore more price target data and ratings for Onto Innovation on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

@vonderleyen: [转推] LiveSquawk reposted LIVE | Press conference in Romania [链接预览] LIVE 1,149 views Ursula von der Leyen @vonderleyen LIVE | Press conference in Romania

US WHOLESALE SALES MOM ACTUAL 2.8% (FORECAST 1.1%, PREVIOUS 1.8%) $MACRO

US WHOLESALE INVENTORIES MOM REVISED ACTUAL 0.7% (FORECAST 0.6%, PREVIOUS 0.6%) $MACRO

*COINBASE & PNC EXPAND STABLECOIN PAYMENT PARTNERSHIP *COINBASE: ELIGIBLE PNC CLIENTS CAN RECEIVE PAYMENTS IN USDC

CBOE VOLATILITY INDEX FALLS 4.16 POINTS TO 21.48

B. Riley Securities maintains Marvell Technology at Buy, lowers price target to $250 from $275. B. Riley Securities maintained Marvell Technology at Buy and lowered its price target to $250 from $275, a 9.1% decrease. The price target implies an upside of 77.1% from the Nov 6 close of $141.20. Recent analyst actions on Marvell Technology Date Firm Action Rating Price target Nov 3 B. Riley Securities Maintains Buy $275 Nov 3 Wells Fargo Maintains Overweight $285 Nov 3 TD Cowen Downgrades Hold $175 Nov 3 RBC Capital Maintains Outperform $250 Nov 3 Susquehanna Maintains Positive $300 Across the five most recent analyst notes published on Marvell Technology over the past 30 days, price targets range from $175 to $300. Explore more price target data and ratings for Marvell Technology on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

B. Riley Securities maintains Lam Research at Buy, lowers price target to $310 from $338. B. Riley Securities maintained Lam Research at Buy and lowered its price target to $310 from $338, an 8.3% decrease. The price target implies an upside of 54.7% from the Nov 6 close of $200.44. Recent analyst actions on Lam Research Date Firm Action Rating Price target Oct 22 UBS Maintains Buy $400 Oct 22 Citigroup Maintains Buy $435 Oct 22 Morgan Stanley Maintains Overweight $339 Oct 22 Mizuho Maintains Outperform $360 Oct 22 Needham Maintains Buy $290 Across the five most recent analyst notes published on Lam Research over the past 30 days, price targets range from $290 to $435. Explore more price target data and ratings for Lam Research on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

MORGAN STANLEY SEES S&P 500 CORRECTION NEARING ITS END Morgan Stanley's chief US equity strategist Mike Wilson believes the market correction is entering its final phase, potentially setting up a year-end rally. Wilson expects the S&P 500 to approach his 7,100–7,300 downside range before finding a bottom, while maintaining his 8,000 year-end target. However, the bank advises investors to wait before buying the dip, as market breadth continues to weaken and AI infrastructure funding concerns persist.

Camtek Is Maintained at Buy by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/CAMT/analyst-ratings (14:58 GMT) Camtek Price Target Cut to $138.00/Share From $166.00 by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/CAMT/analyst-ratings

QUALCOMM - Announces Offering Of Five-Part Of Notes - SEC Filing. QUALCOMM Incorporated QCOM : QUALCOMM - ANNOUNCES OFFERING OF FIVE-PART OF NOTES - SEC FILING

The Short Seller That Seemingly Caught Onto Nvidia Chief's Affair Months Ago — WSJ. By Krystal Hur Months ago, one U.S. firm was already raising questions about Nvidia CEO Jensen Huang's relationship with a Chinese tech executive. Nvidia's board said Sunday that it is probing whether CEO Jensen Huang was the target of a foreign espionage effort after he said he had an affair with an industry executive. Culper Research, a New York City-based short seller, flagged the two executives' relationship as a concern in a May report outlining why it is short Nvidia. "Nvidia CEO Jensen Huang has not only vouched for Megaspeed, but seems to have quite literally walked alongside Megaspeed at every step, while maintaining an uncomfortably close relationship with Megaspeed's Alice Huang, a Chinese national," the firm wrote. The firm also quoted an anonymous Megaspeed employee characterizing the two executives' relationship as "very close." A former Nvidia employee suggested that many employees questioned if they had a "special relationship," according to the firm. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

Elon Musk has given more to US elections in the past year and a half than George Soros has personally given in nearly five decades, per a Fortune analysis of federal filings. Musk: $427.5 million to federal political committees since May 2025 Soros: $243.2 million personally since 1979 Musk’s lifetime federal total, $723.8 million, is about three times Soros’ personal total.

Crude oil is trading above and below a key technical confluence area. Who will take charge?

B. Riley Securities maintains Kulicke & Soffa Indus at Neutral, lowers price target to $70 from $86. B. Riley Securities maintained Kulicke & Soffa Indus at Neutral and lowered its price target to $70 from $86, an 18.6% decrease. The price target implies an upside of 9.4% from the Nov 6 close of $64.01. Explore more price target data and ratings for Kulicke & Soffa Indus on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Amkor Technology Price Target Cut to $38.00/Share From $41.00 by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/AMKR/analyst-ratings (14:54 GMT) Amkor Technology Is Maintained at Neutral by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/AMKR/analyst-ratings

Applied Materials Price Target Cut to $475.00/Share From $700.00 by B. Riley Securities. Ratings actions from Benzinga: https://www.benzinga.com/quote/AMAT/analyst-ratings (14:53 GMT) Applied Materials Is Maintained at Buy by B. Riley Securities Ratings actions from Benzinga: https://www.benzinga.com/quote/AMAT/analyst-ratings

B. Riley Securities maintains Ichor Holdings at Buy, lowers price target to $60 from $70. B. Riley Securities maintained Ichor Holdings at Buy and lowered its price target to $60 from $70, a 14.3% decrease. The price target implies an upside of 93.8% from the Nov 6 close of $30.96. Recent analyst actions on Ichor Holdings Date Firm Action Rating Price target Nov 3 B. Riley Securities Maintains Buy $70 Nov 3 TD Cowen Maintains Buy $55 Nov 3 Stifel Maintains Buy $93 Nov 3 Needham Maintains Buy $55 Across the four most recent analyst notes published on Ichor Holdings over the past 30 days, price targets range from $55 to $93. Explore more price target data and ratings for Ichor Holdings on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

AI Chatbots’ Stock Pick Showdown: Constellation, Applied Materials, Take-Two. Three AI chatbots were asked to name one stock to buy for the week of Nov. 9, and each landed on a different company. Anthropic ’s Claude picked Applied Materials Inc. AMAT . Grok chose Constellation Energy Corp. CEG , and OpenAI ’s ChatGPT went with Take-Two Interactive Software Inc. TTWO . The lists overlapped more than the top picks suggest, though. Cisco Systems Inc. CSCO made all three, and Applied Materials also appeared on every list. AMAT stock is moving ahead of earnings. Get all the details here. Claude Bets on a Beaten-Down Chip Equipment Stock Claude framed Applied Materials as a contrarian earnings play. The chip equipment maker reports fiscal fourth-quarter results after the close Thursday, with consensus calling for EPS of $4.06, according to Claude. Options imply a move of about 10% in either direction, according to Benzinga Pro data. Low expectations drive the case. Shares fell about 15% last week, trade roughly 25% below the 200-day moving average and carry a relative strength index near 31. Claude pointed to the prior quarter, when adjusted EPS grew 41% and DRAM revenue jumped 52%. A clean beat could spark a squeeze toward the 20-day average near $393, in Claude’s view. The plan sets entry up to $338, a weekly target of $370 and a stop at $314. Claude warned the stop cannot guard against an after-hours gap, and its confidence was just 5 out of 10. Grok Rides Constellation’s Earnings Beat Grok chose a stock with its catalyst already in hand. Constellation reported third-quarter results before the open Monday, posting EPS of $5.06 against estimates near $3.90 and revenue of $9.55 billion, per Grok. The nuclear power producer also raised full-year guidance to $12.50 to $12.80 per share. Grok sees the quarter as proof of Constellation’s place in AI infrastructure. High nuclear capacity factors and hyperscaler power contracts drove the results. Ongoing data center power shortages should keep momentum going, the chatbot said. Shares closed Friday at $249.95 and traded between $258 and $262 premarket . Grok’s plan calls for entry between $255 and $265, a target of $280 to $295 and a stop at $240. Its confidence score of 8 was the highest of the group. Regulatory pushback on data center loads or nuclear projects is the biggest risk, according to Grok. ChatGPT Looks Ahead to GTA VI ChatGPT picked Take-Two for two closely spaced catalysts. The video game publisher reports earnings after the close Monday and “Grand Theft Auto VI” is scheduled to launch Nov. 19. Take-Two shares are down about 16% year to date but have bounced from an October low of $183.86. The stock traded at $217.20 premarket with an RSI of 67.7. ChatGPT expects management to use the earnings call to build up the GTA VI growth story. Entry sits between $214 and $218, with a $230 target by Friday and a stop at $207. ChatGPT rated its confidence at 7. Any hint of a GTA VI delay or softer bookings would undercut the thesis. Where the Bots Agree Grok and ChatGPT both named Applied Materials and Cisco as runners-up, pointing to their earnings reports after the close Thursday as tests of AI infrastructure demand. Claude also flagged Cisco, along with CoreWeave Inc. CRWV , which reports Tuesday. Thursday could settle more than one of these bets.

*ZEALAND'S SURVODUTIDE CUTS WAIST UP TO 11.96 CM VS PLACEBO

B. Riley Securities maintains FormFactor at Buy, lowers price target to $125 from $150. B. Riley Securities maintained FormFactor at Buy and lowered its price target to $125 from $150, a 16.7% decrease. The price target implies an upside of 54.1% from the Nov 6 close of $81.12. Recent analyst actions on FormFactor Date Firm Action Rating Price target Nov 2 Freedom Capital Markets Upgrades Buy $140 Oct 29 TD Cowen Maintains Hold $110 Oct 28 Evercore ISI Group Maintains Outperform $140 Across the three most recent analyst notes published on FormFactor over the past 30 days, price targets range from $110 to $140. Explore more price target data and ratings for FormFactor on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Google Turns Up the Heat on NVIDIA With New Offerings. Alphabet Inc. GOOG stock gained Monday as investors weighed Google’s latest push into artificial intelligence chips and a broader rally in technology stocks. Google plans to introduce two specialized versions of its tensor processing units (TPUs), stepping up competition with NVIDIA Corp. NVDA , Bloomberg reported Monday. The Nasdaq gained 1.80%, while the S&P 500 rose 1.28%, supporting broader market sentiment. Google Expands AI Chip Portfolio Google’s new TPU 8tx and 8i Max systems aim to meet growing demand for secure computing and advanced AI applications. The 8tx targets government agencies and regulated industries that require stronger data protection. It works with processors from Advanced Micro Devices Inc. AMD to support confidential computing. Meanwhile, the 8i Max combines two TPU chips to boost computing power and memory. It targets AI applications that process large amounts of information, including drug discovery, mathematics and coding. Both systems are expected to become available in 2027. Google chip chief Amin Vahdat told Bloomberg that specialized processors could deliver greater value by addressing specific customer needs. Google Challenges NVIDIA’s AI Dominance Google is expanding beyond its traditional cloud business as demand for alternatives to NVIDIA’s graphics processing units grows. Bloomberg Intelligence estimates Google’s TPU sales, including related hardware and software, could exceed $135 billion by 2028, compared with an estimated $12 billion in 2026. The company has attracted customers including Apple Inc. AAPL , Meta Platforms Inc. META and Oracle Corp. ORCL . However, supply constraints and potential weakness in AI infrastructure spending remain key risks. Technical Analysis and Analyst Outlook Despite Monday’s gains, Alphabet remains below key technical levels. The stock trades about 6% below its 20-day simple moving average of $311.81 and 13.1% below its 200-day average of $337.35. Its moving average convergence divergence indicator (MACD) also signals weak momentum. Traders are watching support near $271.50 and resistance around $348. Meanwhile, analysts maintain a consensus Buy rating, with an average price forecast of $398 . GOOG Price Action GOOG Stock Price Activity: Alphabet shares were trading up 3.43% at $293.58 at the time of publication on Monday, according to Benzinga Pro data .

Meanwhile Supermicro...

【最新内容：Evan @StockMKTNewz · 2026-11-09T14:50:39.000Z】 Robinhood's $HOOD Chief Brokerage Officer Steve Quirk posted this on Friday: "Yesterday [Thursday, Nov 5th] was a record day for equity notional volumes on Robinhood, the highest ever in our history" 【引用内容：Steve Quirk @SteveQuirk_ · 2026-11-06T15:54:37.000Z】 Yesterday was a record day for equity notional volumes on Robinhood, the highest ever in our history, as customers looked to capitalize on opportunities and protect their portfolios.

Traders Look To Wall Street Quant Bets For Hedges

【最新内容：Nick Timiraos @NickTimiraos · 2026-11-09T14:50:20.000Z】 Just two weeks before his resignation, Peña had been in Washington where he met with the U.S. Treasury Secretary 【引用内容：Treasury Secretary Scott Bessent @SecScottBessent · 2026-10-22T20:14:45.000Z】 I was pleased to meet with Paraguayan President Santiago Peña to discuss the growing economic partnership between the United States and Paraguay. We reaffirmed our shared commitment to strengthening economic cooperation and advancing secure and resilient critical minerals supply 【引用内容：Juan Forero @WSJForero · 2026-11-05T17:00:49.000Z】 The president of Paraguay, Santiago Peña, who'd allied his government closely with the Trump administration, is now out. A massive banking scandal not only ended his three-year presidency but damaged the image of a fast-growing, export-driven economy. https://wsj.com/world/americas/paraguays-president-resigns-as-collapse-of-bank-with-close-ties-to-him-sparks-crisis-a62895f1?st=tP2JvK… @WSJ 【回复上下文：Nick Timiraos @NickTimiraos · 2026-11-09T14:48:40.000Z】 The failure of a rapidly growing digital lender less than one week ago in Paraguay led, in quick succession, to the resignation of the central bank head (a former executive at the failed bank, Ueno) and then Paraguay's president, whose ties to the bank are the subject of probes. The legislature didn't accept his resignation, as this would have afforded former president Peña with immunity. He was removed by a unanimous vote of the Senate after being impeached with a unanimous vote of the lower house of Congress.

B. Riley Securities maintains Camtek at Buy, lowers price target to $138 from $166. B. Riley Securities maintained Camtek at Buy and lowered its price target to $138 from $166, a 16.9% decrease. The price target implies an upside of 42.2% from the Nov 6 close of $97.05. Recent analyst actions on Camtek Date Firm Action Rating Price target Nov 5 Evercore ISI Group Maintains Outperform $115 Nov 4 Needham Maintains Buy $130 Nov 2 Morgan Stanley Downgrades Underweight $126 Oct 20 B. Riley Securities Maintains Buy $166 Across the four most recent analyst notes published on Camtek over the past 30 days, price targets range from $115 to $166. Explore more price target data and ratings for Camtek on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

【最新内容：zerohedge @zerohedge · 2026-11-09T14:46:53.000Z】 Source: [链接预览] Jensen Huang announced resignation or removal by December 31? 【回复上下文：zerohedge @zerohedge · 2026-11-09T14:46:23.000Z】 Odds Jensen resigns this year rise to 13%; jumped as high as 33% overnight.