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NVIDIA will host a conference call on November 17, 2026, to discuss third quarter fiscal year 2027 financial results. The company announced expansions of its partnerships with Oracle on cloud infrastructure solutions and with Meta on AI models, reflecting strong demand for AI computing and agents.
Meta has introduced its personal AI agent, Muse, in the Singapore market, integrating it with several local service providers.
Meta Platforms, Inc. has raised the planned size of its equity offering to $97.5 billion to accelerate investments in artificial intelligence infrastructure.
AMD stock has surged 164% in 2026 ahead of its Nov. 3 earnings report, but the author cautions against buying before the announcement. While AMD's AI accelerators and data center business show strong growth, the stock's 35x forward P/E ratio leaves no room for disappointment. The author recommends a gradual buying approach rather than a large position before earnings, noting that much of the easy gains have already been made.