Michael McCarthy

【Moo News】 $NVDA is about to report earnings without Jensen Huang at the helm for the first time. With Colette Kress now serving as interim CEO, Nvidia's Nov. 17 earnings report carries more weight than ever. Wall Street expects roughly $109B in Q3 revenue, but a routine earnings beat may not be enough to restore confidence. Three things to watch: – AI demand: Can Data Center growth and the Vera Rubin ramp sustain Nvidia's momentum? – Margins: Will rising memory and supply costs pressure profitability? – Leadership: Can the new management structure reassure investors about execution and long-term strategy? Nvidia's AI business remains formidable. Its first earnings report under new leadership will test whether that strength can speak for itself. Explore our full earnings preview: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

Anthropic's IPO is drawing attention to the broader AI trade. How are major investors positioning themselves across AI-related stocks? Explore publicly reported holdings and portfolio changes with Moomoo Smart Money. See where they have been looking. j.moomoo.com/0M5K2M

The market has a lot on its plate. So do investors. From earnings surprises to market swings, there's always something worth keeping an eye on. Stay focused on the stocks that matter to you with Moomoo: j.moomoo.com/0J2HXh

【Moo News】 A $1.5 trillion valuation. A $900 billion compute commitment. Anthropic's IPO is putting AI economics under the microscope. The Claude maker has kicked off its IPO roadshow, with strong investor demand reportedly prompting underwriters to consider raising the proposed share price. The growth numbers are striking: Q3 revenue: $17B October annualized revenue run rate: $81B But Anthropic has also committed approximately $900.9B to future compute and infrastructure spending over multiple years. Its pitch to Wall Street rests on more than rapid adoption. Improving compute efficiency and expanding margins will be critical to making those investments pay off. Investors aren't just valuing AI's potential anymore. They're putting a price on delivering it. Explore Anthropic's IPO outlook and financials: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo News】 Delayed, not canceled. Is Wall Street overreacting to the AI infrastructure slowdown? Morgan Stanley estimates that 4.9GW of planned U.S. data center capacity will shift from 2028 to 2029, accounting for roughly 20% of expected additions that year. Yet its longer-term capacity forecast remains unchanged. Meanwhile, the Senate voted 73–25 to advance bipartisan legislation aimed at accelerating energy infrastructure approvals, another sign that Washington may be looking to manage AI expansion rather than stop it. For $NVDA, $AVGO, $MSFT, and other AI leaders, the distinction between delayed spending and lost demand could be significant. The AI buildout may be taking a detour, not hitting a dead end. Explore Morgan Stanley's latest outlook and the opportunities it's watching: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

Not hoarding. Just emotional support gold. Speaking of gold, $RGLD just reported earnings. Tap $RGLD to explore Royal Gold's latest financials, charts, and trading on Moomoo. j.moomoo.com/0MphU5

Looks like rockets aren't the only things navigating unexpected turns this week. Keep $SPCX on your radar with Moomo: j.moomoo.com/0MphU5 Tap the cashtag and choose Moomoo to join the discussion.

Gold's been keeping Wall Street busy lately. A post-midterm rally, shifting rate expectations, and now a fresh earnings report from $RGLD. Gold is making moves. Are you keeping track? Tap $RGLD on X to check the latest charts and explore trading on Moomoo: j.moomoo.com/0J2HXh

【Moo News】 Wall Street got a breather on Friday. Will Tuesday's CPI let the rebound continue? After a rough week for tech stocks, investors are looking for October core inflation to cool to around 0.2% MoM. A hotter 0.3% reading, especially if shelter costs remain sticky, could revive concerns over a December Fed rate hike and put renewed pressure on equities. For $SPY and $QQQ, the reaction in Treasury yields could matter just as much as the inflation number itself. With the October CPI report due Tuesday at 8:30 a.m. ET, Wall Street has another big test ahead. Explore the key forecasts and potential market scenarios: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo News】 Big Tech has the money to build AI data centers. But can it get the permits and power? The Nasdaq plunged 5.5% on Nov. 5, while the Semiconductor Index (solana:5XqMbyZbtse5UQUzgrYMpeWLWLR6BWFqUm5H3VAWpump) lost over 12%, as concerns over AI infrastructure restrictions rattled Wall Street. The timing matters. According to SemiAnalysis, roughly 75% of planned 2027 data center capacity additions across 20 tracked U.S. states are already under construction. But much of the 2028 pipeline has yet to break ground. That leaves future GPU and infrastructure orders more exposed to permitting delays. Historically, 9 of 10 Nasdaq corrections in our study were followed by gains over six months. But a rebound is far from guaranteed. AI demand may still be strong. Turning investment plans into operational capacity is becoming a different challenge. Explore our full analysis and historical market data: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

Washington made its move. Now it's Wall Street's turn. The midterms may have reshaped the political chessboard, but the market is far from checkmate. New policies, shifting expectations, and plenty of moves still to come. The next move? That's the one investors are watching. Stay in the game with Moomoo: j.moomoo.com/0MphU5 Any images provided are for illustrative purposes only.

【Moo News】 The hottest commodity in AI might not be another GPU. It might be a data center that's already powered on. On Wednesday, $MSFT gained 6.7% and $AMZN climbed 6.1%, while $NVDA fell 3.2% and the Semiconductor Index (solana:5XqMbyZbtse5UQUzgrYMpeWLWLR6BWFqUm5H3VAWpump) dropped 3.1%. The unusual split reflects a potential shift in how Wall Street values AI infrastructure. With tighter data center regulations in focus after the Texas election, existing computing capacity could become more valuable, while new construction faces potential delays. But AI demand hasn't disappeared, and Big Tech hasn't announced major cuts to its spending plans. The next chapter of the AI race may be less about building capacity and more about making that capacity pay. Explore what's driving the rotation and what it could mean for AI stocks: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo Insights】 Cloud profits are rising. Free cash flow is falling. Both can be true. AWS revenue grew 39% in Q3, while Google Cloud surged 103%. Yet $AMZN, $GOOGL, and $META all reported negative free cash flow. The disconnect? AI infrastructure costs billions upfront, while the returns take years to materialize. Nomura sees this as a potential investment "J-curve," with cash flow weakening before new infrastructure begins generating sufficient returns. Rather than slowing the AI race, Big Tech could turn to joint ventures, leases, and alternative financing to keep building. For investors, the focus may be shifting from how much Big Tech spends on AI to how it funds that spending - and how long it takes to pay off. Explore the full analysis and what it means for the AI supply chain: j.moomoo.com/0IgrEo Investing involves risk. Content provided by Moomoo Technologies Inc.

【Moo News】 Revenue nearly doubled. Earnings beat estimates. So why did $PLTR fall? Palantir delivered a standout Q3, with revenue surging 96% YoY to $2.31B and EPS reaching $0.44, both ahead of expectations. Yet shares slipped roughly 3% after hours. Here's what caught Wall Street's attention: Despite accelerating revenue growth, new contract momentum showed signs of slowing, while gross margin slipped to 83.4% from 84.7% last quarter. For a stock priced for exceptional growth, strong earnings are only half the story. Investors want proof that the momentum can last. Dive into our full earnings breakdown to see what's behind the market reaction: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.