AI chip stocks, led by NVIDIA, rose as investors anticipate strong earnings from hyperscalers despite Meta's expected equity raise to fund its $130-$145 billion 2026 capital expenditure. NVIDIA reported a 105.8% revenue increase, while Meta's cash flow declined sharply, prompting concerns over dilution and spending payoff. GPU-backed loans are becoming a preferred financing method amid high unsecured debt costs, with Meta's potential stock sale size being a key market focus. Upcoming hyperscaler earnings will reveal the impact of these funding strategies on the AI investment cycle.
As investors watch hyperscaler earnings and Meta's equity raise plans, NVIDIA shares on Pluang are priced at USD 215.84, down 0.57% as of Oct 20, 2026 18:11 WIB, with a market cap of $5.24 trillion. Meta trades at USD 700.31, down 0.73%, holding a market cap of $1.80 trillion. Pluang users show a buying interest with 63% buying Nvidia and 62% buying Meta, reflecting cautious optimism in these tech giants amid funding and earnings developments.
Amazon has largely avoided the early October market sell-off, with Morgan Stanley upgrading its stock to 'Buy' and raising the price target to $350, predicting a 33% upside driven by strong growth in Amazon Web Services (AWS). Wall Street generally v...
The Nasdaq Composite rose over 1% led by gains in tech giants Nvidia, Tesla, and Alphabet, signaling a cautious return of investor confidence in U.S. tech stocks after recent sell-offs. In contrast, Asian tech markets declined sharply, with South Kor...
Nvidia announced a nearly $10 billion investment plan to support Europe's AI ecosystem, focusing on four German startups: Agile Robots, Avelios Medical, Mirelo, and Reflex Aerospace. This move aligns with Germany's goal to lead in industrial AI, with...
NVIDIA researchers have completed a record-breaking simulation of fault-tolerant quantum computing using 104 qubits on JUPITER, Europe's largest supercomputer at Jülich Supercomputing Centre. This simulation validates a new approach that reduces the ...
Nvidia's recent performance has been less spectacular compared to previous years, with its growth now dependent on AI supply constraints and TSMC's manufacturing capacity. The company's advantages in chip versatility and performance face challenges a...
