Rackspace and Together AI Announce Strategic AI Infrastructure Agreement Using NVIDIA Systems

Microsoft Azure Drives Q1 Growth: Buy, Sell or Hold the Stock Now?

Microsoft reported strong Q1 fiscal 2027 results with revenues up 19% to $92.3B and Azure revenues surging 48% to $33.2B. However, the company faces headwinds from massive capital expenditures exceeding $50B in Q2, declining cloud gross margins, and weakness in consumer businesses. With a P/E of 30.22X above industry average and intensifying competition, analysts recommend existing investors hold while new investors await better entry points.

Nvidia (NVDA) Reports Next Week: Wall Street Expects Earnings Growth

Nvidia is expected to report Q3 2026 earnings of $2.49 per share with revenues of $108.99 billion, representing 91.5% and 91.2% year-over-year growth respectively. However, the company presents a mixed earnings-beat candidate with a negative Earnings ESP of -0.55%, despite carrying a Zacks Rank #2 (Buy) rating. While Nvidia has beaten consensus estimates in the last four quarters, recent analyst revisions suggest caution ahead of the November 17 earnings release.

Nvidia Is Down 30% From Its High. History Says This Is What Happens Next.

Nvidia stock has fallen 30% from its all-time high due to a combination of broader tech sell-off concerns about AI regulation and a scandal involving CEO Jensen Huang's alleged affair with a Chinese intelligence asset. However, historical analysis shows Nvidia has recovered from similar 20%+ drops multiple times over the past five years, each time reaching much higher levels. Despite current headwinds, Nvidia remains central to AI development with strong demand from hyperscalers and expected 90% sales growth this year.

Why Nvidia Stock Fell Again on Tuesday

Nvidia stock fell 6.4% on Tuesday as the company faces multiple federal investigations following revelations that CEO Jensen Huang had an affair with a suspected Chinese spy. The FBI is investigating the matter, and Democrats are calling for Congressional inquiries. The scandal threatens potential chip export restrictions and could impact Nvidia's government influence. The company will report Q3 earnings next week.

NVIDIA Introduces Alpamayo; Open AI Models, Simulation Tools And Datasets For Autonomous Vehicles And Robotaxis; Combines Explainable Reasoning AI With Full-Stack Driving Software And Safety Technologies

11 Of 11 Sectors Fall In Tuesday Trading As Leaders Move Together

All 11 sectors are lower in Tuesday's regular session, with Financials, Consumer Staples and Consumer Discretionary at the top of the table. The leaders are clustered rather than separated, with the first three sectors grouped within a narrow range of performance.