Elon Musk and SpaceX Just Delivered Incredible News to Nvidia That Could Help the Stock Double in the Next Year
When Elon Musk and Space Exploration Technologies (SPCX +1.89%) announced the company’s third-quarter earnings results on Oct. 20, there was incredible news for Nvidia (NVDA -0.59%) and its shareholders. On the Q3 earnings call, Musk said the space and artificial intelligence (AI) company plans to aggressively ramp up its AI infrastructure spending to deliver annual recurring revenue (ARR) between $500 billion and $1 trillion by the end of 2027.
Read MoreCathie Wood Just Poured Millions Into 2 Nuclear Stocks — and Neither Was NuScale Power
Key Points
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NuScale Power is one of the more recognizable nuclear stocks thanks to its NRC-approved designs.
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Several Ark Invest ETFs bought two nuclear stocks on Tuesday and Wednesday.
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For those interested in mitigating risk, buying nuclear ETFs is a smart strategy.
Precious Metals Buffeted By Higher Interest Rates, Deficits and Geopolitics
After staging a spectacular rally in 2025 and early 2026, precious metal prices have fallen sharply from their end-of-January peak. Between late January and mid-October, gold prices fell by more than 20% while silver, platinum and palladium tumbled by more than 40% (Figure 1). Perhaps the largest contributing factor to the decline in precious metals prices was the shift in expectations from rate cuts to rate increases.
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Read MoreHow Low Can Snowflake Stock Go?
For questions about this article or underlying research, email help@trefis.com.
Snowflake (SNOW) stock returned 131.9% over the six months to October 23, 2026, outpacing the 7.0% return for the S&P 500.
» Read more about: How Low Can Snowflake Stock Go? »
Read MoreInsights Into Altria (MO) Q3: Wall Street Projections for Key Metrics
The upcoming report from Altria (MO) is expected to reveal quarterly earnings of $1.51 per share, indicating an increase of 4.1% compared to the year-ago period. Analysts forecast revenues of $5.3 billion, representing an increase of 1% year over year.
The consensus EPS estimate for the quarter has undergone a downward revision of 0.3% in the past 30 days,
» Read more about: Insights Into Altria (MO) Q3: Wall Street Projections for Key Metrics »
Read MoreThe Burst
The Monopoly Behind AI Chips
If you want to understand the real bottleneck in semiconductors, it isn’t wafers, fabs, or even chip designers like Nvidia. It’s the machines that etch impossibly small patterns onto silicon. And in that game, there’s just one winner, ASML.
ASML isn’t just another chip equipment supplier. It has something no one else on Earth can build,
» Read more about: The Monopoly Behind AI Chips »
Read MoreThe Ivy
Why Nvidia Could Still Be in the Early Innings of a Historic Run
Nvidia didn’t just ride the AI wave, it built the surfboard thanks to the graphics processing unit that evolved from powering video games to becoming the computational engine of the AI revolution.
Today, roughly 92% of all AI data center processing runs on Nvidia chips, according to IoT Analytics. That kind of market share is virtually unheard of in hardware.
» Read more about: Why Nvidia Could Still Be in the Early Innings of a Historic Run »
Read MoreThe Spotlight
Market Legend Says Rethink Everything You Know About Stocks
When it comes to investing, few names carry the weight of Aswath Damodaran, the NYU professor who literally wrote the book on valuation.
In a wide-ranging conversation with Motley Fool, Damodaran shared a masterclass on navigating markets in uncertain times.
From the political entanglement of major corporations to the dominance of passive investing,
» Read more about: Market Legend Says Rethink Everything You Know About Stocks »