Annie 所长|Oct 26, 2026 03:56
Today's AI Stock Market News Highlights:
1. SPCX announced the completion of a $40 billion debt financing round to purchase NVDA GPUs. Jensen Huang commented: "I told you we didn't lack orders."
2. New cloud service provider Q'd! CRWV continues its plunge to 53, down 70% from its all-time high. Musk adds fuel to the fire, predicting over 200 new cloud vendors will go bankrupt!
3. This week is a Fed + super earnings week! Tuesday: $V PYPL HOOD STX GLW SOFI earnings reports; Wednesday: MSFT GOOGL SKHY NOW KLAC: Fed FOMC decision.
4. Thursday: AMZN INTC COIN MSTR RDDT SBUX SNDK TWLO LLY MA MRK
5. Bottlenecks shift to later stages! Nvidia is investing heavily to lock in production capacity, adding six new companies to its list of top partners: AMKR ($4062.T, $2449.TW, $009150.KS) and ASX ($3037.TW). These companies primarily focus on advanced packaging, substrates, testing, and optical engines.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink