Happy Tuesday! Nvidia just made a jaw-dropping $100 billion bet that could reshape the future of AI. This isn’t just another chip story; it’s a power move with global implications. Who stands to win and lose? Read on to find out.

Also, markets continue to break records, but not every analyst saw it coming. Want to know who actually gets it right? Keep reading for the top picks from Wall Street’s most accurate analysts.

Plus, if you're looking for an investment at the intersection of AI and next-gen energy, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

Nvidia's $100 Billion Bet On OpenAI The 'Latest Salvo' In The Big Tech Arms Race

Nvidia isn’t just powering AI anymore — it’s betting the house on it.

In a stunning new deal with OpenAI, the chip giant has pledged up to $100 billion to deploy 10 gigawatts of cutting-edge infrastructure. While the move raises more questions than answers, it does signal that the arms race isn’t over.

Could Nvidia be positioning itself as not just a supplier, but the foundational layer of AI itself? And what ripple effects will this have across tech, energy and cloud? Read on to uncover the full impact.

AI’s Power Play: Unlock The Next Boom

The biggest investment gains often come from solving the problems no one else can.

The internet needed servers. Crypto needed GPUs.

Now AI needs power.

LikeFolio’s latest deep dive reveals why the grid is buckling under AI’s demands — and which energy innovators are stepping up with game-changing solutions.

Inside, you’ll see:

• How a nuclear microreactor company turned into our biggest winner of the year — with +400% gains in under five months

• Why policymakers are finally lining up behind advanced energy, opening the door for massive capital inflows

• Which four under-the-radar stocks are positioned to become the backbone of the AI economy

→ CLICK HERE to read “AI’s Power Play: Unlock the Next Boom”

Yesterday: U.S. indexes picked up right where they left off as they opened the week on a high note by setting new 52-week highs and logging their third straight winning session. Gains picked up in the middle of the day after Nvidia announced a $100 billion investment in OpenAI to build out data center infrastructure. Gold extended its rally to a new all-time high above $3,700 per ounce, reflecting continued demand for safe-haven assets. Meanwhile, cryptocurrencies fell sharply as investors reversed bullish positions taken after last week’s Federal Reserve rate cut.

On Our Radar: Analysts will be watching the services and manufacturing PMI reports, as well as speeches from Fed chair Jerome Powell and Fed President Raphael Bostic. On the earnings front, all eyes will be on Micron (MU) which will report results after the market close today.

Shares of Super Micro (SMCI) and Moderna (MRNA) were flying high, while Keurig Dr Pepper (KDP) and United Airlines (UAL) tumbled. But those weren’t the only companies making big moves. Here’s a look at some of the biggest winners and losers on Monday.

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

One Day. One Room. Infinite Possibilities.

This isn’t just another fintech conference — it’s the fintech conference. On November 10, in NYC, Benzinga Fintech Day & Awards gathers VCs, startups, C-suites and product leaders to explore where innovation meets investment. Expect dynamic panels, curated networking and the most relevant discussions around retail user growth, digital assets, prediction markets and more. If you’re building, funding or scaling fintech, this is where you belong.

Secure your pass now and be where the future of finance is decided — sign up today.

On This Day In 1889…

Nintendo was founded in Kyoto, Japan, by Fusajiro Yamauchi as a playing card company. Over the next century, the company went through a dramatic transformation from selling playing cards to becoming a global leader in the video game industry with hits such as Super Mario and Mario Kart. Today, Nintendo remains a cultural and financial force, with beloved franchises like Zelda and Pokémon to go with its gaming systems (Wii, Switch, etc.). From humble beginnings to tech titan — with a market valuation of more than $100 billion — Nintendo's journey is one of the most remarkable in modern business history.

QUOTE OF THE DAY

“People who invest make money for themselves; people who speculate make money for their brokers.“

— Benjamin Graham

5 Stocks In The Spotlight: Wall Street's Most Accurate Analysts Weigh In

Markets continue to rally and set new record highs.

At the same time, analysts continue to adjust their price targets, but not all of them are accurate. With countless analysts offering conflicting takes, knowing who to listen to is just as important as knowing what to buy.

To help, Benzinga has cut through the noise, spotlighting the latest picks from five of the most accurate analysts on Wall Street. Read on to see which companies are in the spotlight.

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