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Super Micro lifts Q1 revenue outlook on AI demand, sending shares up 13%; Robin Energy led premarket gainers, while Alpha Teknova fell after $40M offering.
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Netflix has confirmed it will keep the 2018 stand-up special 'Russell Brand: Re: Birth' on its streaming platform despite the comedian's recent criminal conviction for rape and sexual assault.
Nvidia's stock has declined 27% from its October peak of $239.24 to $175, facing headwinds from macro challenges, regulatory scrutiny, and a scandal involving CEO Jensen Huang's affair with an executive at Megaspeed—a major customer allegedly involved in illegal chip exports to China. The company also faces allegations tied to Supermicro's indictment for smuggling servers to China. Despite strong growth projections (61% CAGR through 2029), analyst Leo Sun expects the stock to trade sideways or recover only slightly by end of 2027 as the company navigates these issues.
SpaceX stock fell after the 2026 midterm elections due to concerns about potential AI regulations, particularly in Texas where the company is headquartered. While the company shows strong business fundamentals with 161% revenue growth and AI revenues exceeding half its top line, the author recommends waiting to buy due to upcoming insider lockup expirations on December 8 that could increase volatility.
The article recommends three Nasdaq-100 stocks as attractive buying opportunities in November: Amazon, trading lower despite strong AWS growth and record profitability; Comcast, one of the cheapest Nasdaq-100 stocks with a 5.4% dividend yield and upcoming spin-off of content properties; and Netflix, down 53% from its peak but maintaining strong subscriber growth and profitability metrics at attractive valuations.
Digital engineering firm TO THE NEW has partnered with SpaceX's AI division to integrate AI-native development platforms into enterprise workflows.
Following a significant market sell-off where the Nasdaq-100 fell 6.36% on Thursday, the index rebounded 3.40% on Monday. The article advocates for maintaining an optimistic, long-term investment approach during market downturns, emphasizing that patient investors who continue buying through dips have historically benefited. Historical examples include Intuitive Surgical rising 53-fold since 2006 and MercadoLibre rising more than fivefold since 2009 when purchased during market corrections.