AI PC is a computer with generative AI capabilities that can use AI to enhance or improve its performance. This type of computer allows users to use AI directly on the device without relying on AI applications running on the cloud.
Biggest Stock Movers Thursday: NVDA, PANW, and More
nvidia fell more than 3% pre-market! The performance guidance is far below Wall Street's high expectations, Huang Renxun dispels the 'Blackwell doubts' and tries to turn the tide.
Nvidia, known as the "most important stock on Earth" by Goldman Sachs, the company with the highest market cap globally, released its performance for the third quarter of the 2025 fiscal year. This leading AI chip company continues to experience high growth, with a slight slowdown in Q3 revenue growth compared to the previous year, still achieving 94%, while net income doubled.
Daily options tracking | Bitcoin boosts MSTR to soar! Implied volatility level rises to the highest level of the year; Target's performance collapses, one put position earns 63 times the amount.
MARA surged nearly 14% overnight, options volume increased by 76.5% compared to the previous period, the call-to-rise ratio rose to 77%, extending the volatility to 147%; on the options chain, the bulls are the block orders in the market, with the highest volume of call options at a strike price of $22 expiring tomorrow, reaching 0.03 million contracts.
A single action can influence the whole body! The impact of nvidia on the US stock market is beyond imagination.
Nvidia's financial report shows approximately doubled year-on-year revenue and profit growth, but the revenue forecast for the fourth quarter did not meet the highest expectations of analysts, leading to a post-market drop of over 5% in stock price. Nvidia currently has a market cap of $3.6 trillion, accounting for 7% of the s&p 500 index weight, and its performance fluctuations significantly affect market sentiment. Nvidia's next generation Blackwell GPU has been fully put into production and is expected to be in short supply.
The popularity of nvidia ai chips is hard to resist, but the slowing revenue growth has prompted a cool reflection in the market.
Nvidia's Q4 revenue is expected to increase by 69.5%, although the demand for AI chips remains strong, but the sales growth is slowing down, facing challenges from supply chain bottlenecks and high expectations.
Huang Renxun dispels the 'Blackwell doubts': 13,000 have been delivered, and demand will only increase in the future!
Nvidia's Q3 revenue doubled year-on-year, with future growth relying on the new generation ai chip Blackwell series. Huang Renxun confirmed that the Blackwell chip has started shipping, with 13,000 chips already delivered to customers, and future supply will be in short supply.