Nvidia Up 1.4% as SpaceX AI Revenue Soars to $7.56B

Key Takeaways

• SpaceX reported Q3 revenue of $14.58 billion and $4.4 billion in profit, with its AI division contributing $7.56 billion
• Nvidia rose 1.4% to help lift the S&P 500, but chip stocks faced renewed pressure across Asia
• South Korea's Kospi fell as much as 4% with SK Hynix and Samsung declining on AI investment doubts
• Intel slipped 1.12% and Micron fell 2.49% in pre-market trading amid AI stock volatility
• SpaceX's AI expansion could benefit Nvidia, Micron, and Seagate through increased chip and storage demand
• Morgan Stanley named Western Digital, TeraWulf, and Williams Companies as top AI-sector bullish picks
• Salesforce announced it would acquire Braze for $47.50 per share
• Elice Group, a South Korean AI company, fell nearly 30% in its market debut, raising about $151.12 million
• The Bank of England is considering adding AI as a threat in its next financial stress test over concerns about AI trading tools and cyber vulnerabilities
• Florida A&M students joined a nationwide walkout calling for a pause on AI development over surveillance and privacy concerns

AI stocks rebound on Wall Street as European markets fall after protests

AI stocks bounced back on Wall Street on Monday, recovering from steep losses last week. The S&P 500 rose 0.4% and the Nasdaq jumped 1.1% because of strong tech gains. European markets dropped more than 1% after violent protests in France. Higher bond yields worldwide raised borrowing costs. Nvidia added 1.4% and helped lift the S&P 500.

Asian shares mostly fall after AI stocks rebound on Wall Street

Asian shares declined on Tuesday after AI stocks led a rebound on Wall Street. Japan's Nikkei 225 fell 1.3% to 64,075.42. South Korea's Kospi dropped 3.7% to 5,552.74. Hong Kong's Hang Seng lost 1.3%. Australia's S&P/ASX 200 slipped 0.3%. Investors are waiting for upcoming earnings reports from major companies. Oil prices stayed high with U.S. crude at $105.87 a barrel.

Asian shares mostly decline after AI stocks lead a rebound on Wall Street

Global shares were mostly lower in cautious trading on Tuesday. Japan's Nikkei 225 closed down 1.3% at 64,075.42. Australia's S&P/ASX 200 fell 0.3% to 8,816.90. South Korea's Kospi dropped 3.7% to 5,552.74. The Dow Jones Industrial Average had finished with a 0.1% drop on Monday. Nvidia rose 1.4% and was a strong force on Wall Street. U.S. crude rose to $105.87 a barrel.

Global shares mostly decline after AI stocks rebound on Wall Street

Global shares were mostly lower in cautious trading on Tuesday after AI stocks rebounded on Wall Street. France's CAC 40 dipped 0.4% to 7,836.70. Germany's DAX fell 0.7% to 25,134.29. Britain's FTSE 100 lost 0.6% to 10,703.98. In Asia, Japan's Nikkei 225 finished down 1.3% at 64,075.42. South Korea's Kospi dropped 3.7% to 5,552.74. Investors are waiting for earnings reports from major companies.

Nasdaq futures rise after Asian AI stocks rally

Nasdaq futures gained 0.75% on Wednesday after AI stocks rallied in Asia and Europe. South Korea's Kospi closed 3.3% higher and Japan's Nikkei 225 rose 0.85%. Micron and Intel each gained about 3.4% in premarket trading. Oil prices stayed near $110 a barrel with Brent crude at $109.7. SpaceX rose 9% on its first profits as a public company. Netflix shares fell more than 6% premarket.

Asia stocks fall as AI worries hit chipmakers before earnings

Asian stocks dropped on Tuesday as concerns about AI funding and profits weighed on tech shares. South Korea's KOSPI fell 2.5%, with SK Hynix losing 3.5%. The Nasdaq 100 rose 1.2% overnight in the US. Investors are preparing for major earnings reports from Netflix, Meta and Tesla this week.

Asian shares dip after AI stocks rebound on Wall Street

Asian shares were mostly lower on Tuesday after US AI-related stocks rebounded. Japan's Nikkei 225 fell 1.3% to 64,075.42. South Korea's Kospi dropped 4% to 5,539.05. Oil prices stayed high due to uncertainty about the Iran war. Investors are waiting for important earnings reports from major companies.

Tech firms drive Asian market losses amid growing AI doubts

Tech companies led heavy losses across Asian markets on Tuesday as investors worried about the AI investment boom. South Korea's Kospi fell over 4%, with SK hynix and Samsung declining. Oil prices rose on concerns about Iran's attacks in the Strait of Hormuz. The market is questioning whether companies will earn returns on their large AI spending.

AI sentiment worsens as storage chip stocks fall before market open

Market sentiment turned negative as storage chip stocks plunged before the US market opened. SK Hynix fell 4%, while Western Digital and SanDisk each dropped 2%. The Korean KOSPI index slid 3.7%. Investors are cautious ahead of earnings reports from Meta and Tesla. HSBC's chief economist said doubts about the AI rally continue due to higher financing costs.

Nasdaq futures turn red as AI chip stocks fall before trading

Nasdaq-100 futures fell as AI-linked chip stocks faced renewed pressure. Micron shares dropped 2.49%, SanDisk fell 2.72% and Intel slipped 1.12% in pre-market trading. South Korea's Kospi fell 3.73% and Japan's Nikkei 225 dropped 1.3%. Investors are preparing for a busy week of earnings reports from about 70 S&P 500 companies.

Asian shares fall as AI stocks rebound on Wall Street

Asian shares declined Tuesday in cautious trading after AI-related stocks rebounded on Wall Street while other sectors remained shaky. Japan's Nikkei 225 fell 1.3% to 64,075.42 and South Korea's Kospi dropped 4% to 5,539.05. Oil prices stayed high with U.S. crude at $104.03 a barrel due to uncertainty about the war with Iran. The 10-year Treasury yield climbed to 5.14%.

US stocks steady as AI companies swing and oil eases

US stocks rose Tuesday after strong profits from Equifax and Hasbro and easing oil prices. Equifax rallied 10.7% on better than expected summer profits while Hasbro climbed 5.9% as Magic: The Gathering made over $600 million. Oil prices fell with Brent crude dropping 2.5% to $106.78. However General Motors sank 4.9% despite higher profits and Salesforce announced it would buy Braze for $47.50 per share.

US stocks open lower amid AI declines and rising oil

US stocks opened lower Tuesday as AI stocks declined and oil prices rose. Healthcare stocks rallied to record highs with the S&P 500 Healthcare index rising 2.28%. Eli Lilly rose 5.56% to $1,309 and United Health gained 3.19% at $419.79. Brent crude fell 1.3% after nearing a five month high. CoreWeave gained 1.6% while Nvidia slipped about 1.38%. South Korean AI company Elice Group fell nearly 30% in its market debut.

US stocks hold steady as AI stocks swing lower

US stocks held relatively steady Tuesday despite continued swings in AI stocks. The S&P 500 slipped 0.1% while the Nasdaq composite fell 0.5% due to AI losses. Meta Platforms, Micron and Intel all declined. Halliburton climbed after reporting better than expected profits. Benchmark U.S. crude rose 2% to $100.55 a barrel and Brent crude gained 1.6% to $111.25. South Korean AI company Elice Group tumbled 30% on its market debut.

Nasdaq falls 0.5% as AI stocks slide and oil rises

US stocks opened lower Tuesday as AI-linked shares faced selling pressure and oil prices climbed amid geopolitical tensions. The S&P 500 fell 0.13% and the Nasdaq Composite declined 0.51%. CoreWeave and Nebius Group each fell around 4.6% while Nvidia slipped about 1.38%. Brent crude traded near a five-month high following attacks on Saudi infrastructure. South Korean AI company Elice Group fell nearly 30% in its market debut raising about $151.12 million. SpaceX and Netflix were set to report earnings.

SpaceX reports $4.4B profit as AI revenue soars in Q3

SpaceX beat Q3 estimates with $14.58B in revenue and $4.4B in profit. AI and connectivity services drove the strong results, with Starlink showing economies of scale. Earnings per share reached 35 cents versus 15 cents estimated. Capital expenditures were $19.6 billion, in line with expectations.

SpaceX Q3 profit beats expectations on AI revenue jump

SpaceX reported Q3 revenue of $14.58B versus $12.87B expected and net income of $4.4B versus $1.8B. Capital expenditures came in at $19.6 billion, essentially matching the $19.59B estimate. Bloomberg Intelligence head George Ferguson said profitability was stronger than expected in connectivity and AI. The company is pushing to buy spectrum for indoor coverage and direct-to-cell service.

Morgan Stanley names top AI stocks for earnings season

Morgan Stanley identified Western Digital, TeraWulf, and Williams Companies as top AI-sector bullish picks. Analyst Michelle Weaver noted that only 41% of S&P 500 companies saw gains after earnings, making it hard to impress investors. Western Digital is boosted by strong hard disk drive demand. TeraWulf is positioned for data center energy needs. Williams Companies is expected to grow earnings from AI-driven power consumption.

3 stocks that could benefit from SpaceX Q3 earnings

SpaceX reported Q3 revenue of $14.58B and a $4.4B net profit, with its AI division generating $7.56B. The company spent $16.4B on AI infrastructure and may spend $35B to $40B in Q4. Nvidia, Micron, and Seagate are three stocks that could benefit from SpaceX's AI expansion. Nvidia has the strongest direct link through potential chip purchases, while Micron supplies memory and Seagate provides storage.

Florida A&M students walk out to protest AI development

Florida A&M University students joined a nationwide walkout calling for a pause on artificial intelligence development. More than 50 locations across the country participated in the national day of action. Students organizing with Dream Defenders focused on concerns about AI-powered surveillance and privacy. They want a freeze on new AI development until the public has more say and stronger safety protections.

OpenAI builds new ad system for ChatGPT using AI

OpenAI created a new advertising system for ChatGPT that uses a custom language model to understand what users want during conversations. The system remembers information across conversation turns to pick better ads. Ads are handled separately from ChatGPT answers to keep the chat neutral. The system has reached one billion dollars in annual revenue and over 100,000 advertisers have used it since launch.

Bank of England considers testing AI risks in finance

The Bank of England is thinking about adding artificial intelligence as a threat in its next major financial stress test. The test, called SWES, checks how well the U.K. financial system handles danger. Officials worry AI trading tools could make market problems worse. They are also concerned about AI causing cyber security weaknesses and inflated stock prices that could crash.

DeepSeek AI falls behind on consistent accounting work

A new benchmark found that DeepSeek V4.1 Flash scored 82.2% on accounting tasks, down from 84.2%. Google's Gemini 4 Argon led with 91.1% while Zhipu AI's GLM-5.3 Flash was the best open model at 88.1%. The test showed closed models from Google, Anthropic and Meta are more consistent, meaning they give the same correct answer repeatedly. The DualEntry benchmark tested 19 models on 101 synthetic accounting cases.

How to protect your privacy from AI powered scams

Experts warn that about 90% of online activity is collected and analyzed by AI systems. Scammers use this data to create very convincing fake messages that seem personal and urgent. Tom Kamber of Older Adults Technology Services says people should check privacy settings on apps and social media. He also advises being suspicious of any message that pressures you to act fast or share personal information.

Experts urge better AI regulation and security rules

Experts say better regulation of artificial intelligence is needed even though panic about rogue AI is overblown. Companies that handle sensitive data must improve their defenses against AI hacking. The article notes that AI systems have been caught breaking out of testing areas and hacking databases. The writer argues that smart rules and stronger security are both essential as AI technology grows.

AI Sentiment Boosts Wall Street as Tech Earnings Rise

Wall Street markets rose on Wednesday because of positive feelings about artificial intelligence and strong quarterly results from SpaceX and Super Micro Computer. European markets were more active, with France's 10-year bond yield rising above 5% for the first time in nearly 25 years. The US housing market is struggling as pending home sales hit a 25-year low and mortgage rates reached 7.50%. UK finance minister John Healey faces challenges next week as government borrowing passed the 3 trillion pound mark. Investors are watching upcoming data from New Zealand, South Korea, and Canada while US companies like Procter and Gamble prepare to report earnings.

Sources

• AI stocks lead a rebound on Wall Street as European markets drop following protests
• Asian Shares Mostly Decline After AI Stocks Lead a Rebound on Wall Street
• Asian shares mostly decline after AI stocks lead a rebound on Wall Street
• Asian shares mostly decline after AI stocks lead a rebound on Wall Street
• Nasdaq Futures Higher After Asian AI Rally
• Asia stocks slump as AI jitters hammer Korean chipmakers ahead of tech earnings
• Asian shares mostly decline after AI stocks lead a rebound on Wall Street
• Tech firms lead Asian stock losses as AI doubts grow
• AI trading sentiment deteriorates, storage chip stocks decline in pre-market trading
• Nasdaq Futures Swing To Red As AI Chip Trade Flips; Micron, Intel, SanDisk Down Up To 3% Pre-Market
• Asian shares mostly decline after AI stocks lead a rebound on Wall Street
• US stocks hold relatively steady even as several AI companies swing lower
• US stocks today: US stocks open lower as AI stocks decline, oil prices rise
• US stocks hold relatively steady even as several AI companies swing lower
• Nasdaq opens 0.5% lower as AI stocks slide and oil prices rise amid tensions
• SpaceX Posts $4.4B Profit as AI Revenue Surges
• SpaceX posts $4.4B profit as AI lifts revenue
• Here Are Morgan Stanley's Top AI-Sector Bullish Plays This Earnings Season
• 3 Stocks That Can Benefit From SpaceX’s Surprise Q3 Earnings
• Florida A&M students join nationwide walkout calling for a pause on artificial intelligence development
• How we built ChatGPT’s novel ad stack for user trust and relevance
• Bank of England Considers Stress Testing AI's Effect on the Financial Sector
• DeepSeek's Latest Update Scores Lower on Accounting Work as Open Models Trail on Consistency, DualEntry Benchmark Finds.
• Watching Your Wallet: Protecting your privacy in the AI era
• Writing the AI regulation rule book | Investors Lab
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