Nvidia

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AI take

Nvidia is trading a two-sided chip-and-hyperscaler sleeve after Amazon's sales-and-earnings miss and Intel's weak outlook revived AI-spend doubts, with China's CXMT memory print adding a second hit to the group on Friday. Coverage had said Nvidia is deepening its partnership with Meta, including interest in Meta's AI-infrastructure equity offering. Anthropic-linked compute demand remains a second overlay. Watch remaining hyperscaler comments and how desks treat Vera Rubin and Muse deployments into next week's chip prints, including AMD on November 3.

Scheduled take · 2026-10-31T04:10:04Z