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US stock futures edged higher on Wednesday as Wall Street waited for the latest Federal Reserve minutes to provide hints to future policy amid a shutdown-driven dearth of data. Futures on the Dow Jones Industrial Average (YM=F), the S&P 500 (ES=F), and the tech-dominated Nasdaq 100 (NQ=F) all moved up roughly 0.2%, on the heels of a losing day for the major gauges. Meanwhile, gold (GC=F) futures continued their record-breaking rally after topping $4,000 per ounce for the first time on Tuesday. Investors ...

In an interview with CNBC's Jim Cramer, Nvidia CEO Jensen Huang discussed his company's new deal with OpenAI, saying it's the first "direct partnership" with the ChatGPT maker."This is a partnership that, for the first time, OpenAI is going to buy directly from us," Huang said. "Usually…a cloud service provider buys from us, and they rent from a cloud service provider. And so now it's going to be a direct partnership."Nvidia announced in September it plans to invest up to $100 billion in OpenAI to build out ...

Intel plans to release technical details about its forthcoming chip for laptops, known as Panther Lake, on Thursday, four sources briefed on the plans told Reuters. It is part of an effort to reassure investors about Intel's first product made entirely using its next-generation manufacturing process called 18A, the sources said. ...

标普500整体盈利展望 - 第三季度财报季预计表现强劲，标普500盈利增长前景乐观，并可能出现连续加速 [1] - 截至10月初，市场共识是全年盈利将增长8.0%，较修正周期低点提升了80个基点 [1] - 对下一年的盈利预测也在改善 [1] 科技行业 - 科技板块是第三季度盈利增长的领跑者之一，其盈利增长共识最为强劲，达到21% [2][3] - 科技板块的盈利预测修正趋势火热，自周期低点以来共识已上调约550个基点，且可能继续上调 [3] - 英伟达是主要驱动力，过去90天内95%的分析师上调了其盈利预期，预计其盈利将再增长50%或更多 [4] - 微软、苹果、博通和甲骨文等公司也因分析师上调盈利预期而推动科技板块前景，这些公司与英伟达合计占信息技术板块的50%及标普500的相当大部分 [4] - 科技板块ETF在财报季高峰前呈上升趋势，但市场自上次大幅回调后已上涨超过55%，可能出现获利了结和盘整 [5] 公用事业行业 - 人工智能公司每日增长的耗电量正推动全球电力需求，同时电动汽车需求增长，公用事业公司正投资于现代化和基础设施 [7] - 公用事业板块预计在本财报周期实现第二强劲的增长，共识增长率为+18% [8] - 公用事业板块的盈利预测自第三季度初以来已上调超过225个基点，星座能源公司是领导者，预计盈利增长超过15%，近60%的分析师在报告期内上调了其目标 [8] - 公用事业板块ETF在10月初创下新高，受盈利强劲和资本回报推动，但技术指标显示可能出现回调 [9] 金融行业 - 金融板块预计第三季度增长11.5%，受持续的高利率带来的净利息收入优势和消费者韧性推动 [2][11] - 金融板块的预测也在上升，共识自周期初低点已上调400个基点 [11] - 该板块的领先股票包括伯克希尔哈撒韦和摩根大通，伯克希尔是大型保险公司，在其网络中广泛应用人工智能分析和自动化 [12] - 摩根大通计划成为全球首家完全由人工智能辅助的银行 [12] - 金融板块ETF也呈上升趋势，财报可能催化进一步上涨，但若结果不及预期可能引发价格修正或长期盘整 [13]

Other semiconductor and AI-related stocks, including chip manufacturing equipment makers Lam Research (LRCX)Â and Applied Materials (AMAT), dropped along with shares of Oracle (ORCL) following a report that its cloud-computing margins could be smaller than expected. Shares of hard disk drive maker Seagate Technology (STX), which have soared in recent months on anticipation of AI-driven demand for data storage, dropped 7.3% to lead losses on the S&P 500. Tesla (TSLA) shares dropped nearly 5% after the compan ...

Citigroup maintains a "Buy" rating for ASML, raising its price target from EUR 825 to EUR 1,050.ASML's stock performance outpaces the S&P 500 and the Computer and Technology sector with a significant 32.05% surge.Anticipated earnings report projects a 9.66% increase in EPS and a 7.34% increase in revenue.ASML Holding N.V. (NASDAQ:ASML) is a key player in the semiconductor industry, known for its advanced lithography machines used in chip manufacturing. On October 7, 2025, Citigroup maintained its "Buy" rati ...

As the AI arms race accelerates, Advanced Micro Devices NASDAQ: AMD is gaining ground in a market long dominated by NVIDIA. Its recent deal with OpenAI adds weight to the view that AMD stock could still double in value. But this isn’t about taking share from NVIDIA NASDAQ: NVDA—analysts at Wedbush estimate demand is outstripping supply by ten to one, creating room for both companies to thrive. AMD’s opportunity lies in meeting a massive unmet need in the AI GPU market. Advanced Micro Devices TodayAMDAdvance ...

Welcome back to Market on Close. I'm Sam Bartis on the floor of the New York Stock Exchange and I'm pleased to say I am joined by Peter Tutman who is the senior floor broker at Trademass. Thank you so much for joining me.Peter, what did you make of the day. I mean, we can still claim that it was a record, but it just didn't end like one. >> You know what.Look, I mean, a little bit of red on the screen. You know, look, we've had maybe four days that have been the slightest bit of a shallow selloff, if you'd ...

[Music] That's closing bell on Wall Street and now it's market domination overtime. We're giving you full coverage of all the moves to get you up to speed on the action from today's trade. Yahoo Fin's Jared Blickery joining us here to break it all down.Jared, >> thank you Josh. No record highs to speak of in the major indices, at least on a closing basis. on intraday one.We did hit a couple right after the open. Here's the Dow. We opened in the green territory, drifted into the red, pretty much stayed there ...