Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

SMCI shares fell about 8% on Oct. 23 after Super Micro said Q1 revenue would be ~$5 billion, down from a prior $6–7 billion forecast ts2.tech. The company blamed “design win upgrades” and delivery schedule shifts on major AI server orders ts2.tech. Supermicro reaffirmed its full-year FY2026 revenue guide of ≥$33 billion ts2.tech. Despite the drop, SMCI stock is still up roughly 60–70% in 2025 reuters.com ts2.tech on surging AI demand. Major tech firms are projected to spend ~$400 billion on AI infrastructure in 2025 reuters.com, underscoring continued tailwinds. Analysts are split: some remain bullish, while others are bearish ts2.tech. SMCI’s peers – Dell Technologies and HPE – reported strong AI-driven results recently, highlighting intense competition reuters.com ts2.tech. All eyes are now on Supermicro’s Nov. 4 earnings, which will reveal final Q1 results and updated guidance.

Earnings · NASDAQ:SMCI · Technology
Coca-Cola Crushes Q3 Forecasts as Soda Sales Stay Hot – Stock Jumps

Coca-Cola Crushes Q3 Forecasts as Soda Sales Stay Hot – Stock Jumps

Coca-Cola’s Q3 2025 report blew past Wall Street’s forecasts. The beverage giant logged $12.5 billion in revenue, up 5% from last year stocktitan.net. This exceeded the ~$12.39 billion consensus reuters.com. Volume was flat to slightly positive, but robust price/mix drove growth. As a result, EPS of $0.86 surged 30% year-over-year stocktitan.net, topping the $0.78 street estimate reuters.com by 4 cents. Even excluding special items, Coke’s adjusted EPS of $0.82 comfortably beat forecasts. Notably, operating profit jumped 59% with an operating margin of 32.0% stocktitan.net, reflecting cost control and pricing.
21 October 2025
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SBI Stock Soars to Record High on Earnings Optimism – Will ₹1,000 Be Next?

SBI Stock Soars to Record High on Earnings Optimism – Will ₹1,000 Be Next?

State Bank of India’s headquarters in Mumbai. SBI’s stock has been on a tear in recent days, climbing for four straight sessions through Oct. 20. It hit an intraday high of ₹913.65 on Monday – a record level – before settling back to ₹907.5 at the closeindmoney.com. This roughly 2% single-day jump helped lift the Nifty 50 and Sensex indexes to one-year highs as well, underlining SBI’s influence as a banking bellwetherts2.techts2.tech. In the past week alone, the stock is up nearly 3%, and it now sits about one-third higher than its 52-week low from earlier in the yearindmoney.com.
20 October 2025
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CSX CEO Abruptly Departs Amid Rail Merger Frenzy – What’s Next?

CSX Delivers Earnings Surprise: Stock Jumps as New CEO Navigates Rail Merger Frenzy

CSX Corporation delivered stronger-than-expected third quarter results, boosting its stock price in recent trading. Shares of the Jacksonville-based freight railroad rose about 2–3% in after-hours trading following the earnings announcementreuters.com. CSX reported Q3 2025 net earnings of $694 million and an adjusted profit of $0.44 per share, which edged past consensus estimates of roughly $0.42timesunion.comreuters.com. This positive earnings surprise, albeit modest, encouraged investors and helped lift the stock toward the upper-$30s.
17 October 2025
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Nestlé Shares Soar 8% on Surprise Q3 Sales, 16,000-Job Cut Plan – What’s Next?

Nestlé Shocks Investors: 8% Stock Rally After Blowout Q3 and 16,000 Jobs on the Line

Key Facts: Nestlé’s stock jumped about 8% on Oct. 16 – its steepest one-day gain since 2008swissinfo.chts2.tech. That followed a surprise 4.3% rise in Q3 organic salesreuters.com, with its volume metric at +1.5%reuters.com. New CEO Philipp Navratil announced a costly “turnaround” plan: 16,000 job cuts over two yearsswissinfo.chtheguardian.com and an increased cost-savings goal of CHF 3.0 billion by 2027swissinfo.chtheguardian.com. Navratil said “the world is changing, and Nestlé needs to change faster,” warning that “hard but necessary” job cuts are comingswissinfo.ch. Analysts cheered the news – Vontobel’s Jean-Philippe Bertschy said the results “should partly restore investors’ trust,” while Bernstein called the earnings “fuel to the turnaround fire”ts2.techreuters.com. Many analysts have raised their Nestlé price targetsts2.tech. Nestlé reaffirmed its 2025 guidancets2.tech, but warned that a strong Swiss franc and new U.S. tariffs could “dampen” profitsts2.tech.
16 October 2025
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Domino’s Pizza Stock Sizzles After Earnings Beat – Analysts Predict Further Upside

Domino’s Pizza Stock Sizzles After Earnings Beat – Analysts Predict Further Upside

Domino’s stock has been trading in a roughly $405–$415 range in early Oct 2025. On Oct 13 it closed at $408.26 investing.com reuters.com. As of Oct 14 midday it remained around $408 reuters.com. Over the past week DPZ dipped to ~$405 then rallied back to ~$408 by Oct 13 investing.com. Year-to-date, DPZ is about –6% benzinga.com, underperforming some peers but rebounding on recent news. Its 52-week trading range is $397.12 – $500.55 reuters.com. The stock’s forward P/E is ~23, with a PEG around 2.2 reuters.com.
14 October 2025
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Reddit’s Stock Explodes! 78% Revenue Surge, Google AI Deal Talks & 70% Rally 🔥

Reddit’s Stock RDDT Rockets 600%: AI Deals, Big Earnings, and Wall Street Forecasts

Reddit’s stock price has climbed dramatically since IPO, but it remains volatile. After hitting all-time highs in mid-September finviz.com, the shares eased back into the low $230s by month-end. On September 30, 2025 RDDT closed at $229.99 finviz.com. Trading volume was about 4.9 million shares on Sept 30 finviz.com, vs an average ~6.6M. In fact, MarketBeat noted unusually light volume on Sep 30 marketbeat.com. The pullback came after a strong rally: over the past 3 months RDDT is up about +51% finviz.com. Year-to-date it’s soared roughly +244% tradingview.com, reflecting steady gains driven by earnings beats and bullish news.
1 October 2025
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AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

AI Stocks Frenzy: Soaring Earnings, Mega-Deals & Chip Shocks Drive Market (Aug 10–11, 2025)

It’s been a whirlwind 48 hours for AI-focused stocks, marked by blockbuster earnings beats, billion-dollar deals, and new twists in the global AI arms race. Major AI companies and tech giants are seeing surging share prices on bullish results – even as a few stumble on missed targets. Meanwhile, big-ticket acquisitions and investments underscore how hot the sector has become. From C3.ai’s struggles to SoftBank’s record run, and from Nvidia’s export drama to a $1.2 billion cloud takeover bid, here’s your comprehensive roundup of the latest AI stock market developments.
11 August 2025
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Apple’s July 2025 Bombshells: Foldable iPhone, AI Secrets, Encryption Showdown & More

Apple’s Big Week: Record Earnings, Huge iPhone 17 Leaks, and a Privacy Showdown (July 27–Aug 2, 2025)

Apple’s only official release this week was its fiscal Q3 2025 earnings, and it was a blockbuster. On July 31, Apple reported a record June-quarter revenue of $94.0 billion with double-digit sales growth in iPhone, Mac, and Services apple.com. CEO Tim Cook said Apple was “proud to report a June quarter revenue record” across every region and product category, noting that at WWDC25 the company had also unveiled a “beautiful new software design” and new “Apple Intelligence” features across its platforms apple.com. Apple’s new CFO Kevan Parekh highlighted that the active installed base of devices reached an all-time high, reflecting “very high levels of customer satisfaction and loyalty” apple.com. The board also approved a quarterly dividend of $0.26 per share apple.com, underscoring Apple’s confidence amid these strong results.
2 August 2025
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Record Highs, Trade Truces & Earnings Shockwaves – Wall Street’s Wild 48 Hours (July 22–23, 2025)

Record Highs, Trade Truces & Earnings Shockwaves – Wall Street’s Wild 48 Hours (July 22–23, 2025)

In a whirlwind 48 hours, U.S. stocks notched fresh record highs on trade-war relief and a blitz of corporate earnings surprises. Investors navigated tariff breakthroughs, dramatic earnings beats and misses across sectors, and signals from the Fed – all culminating in broad market gains. Major indexes rallied to all-time peaks as optimism over new U.S. trade deals offset lingering inflation fears. Meanwhile, earnings season delivered both home-run results and disappointments, keeping traders on their toes. Below we break down all the key developments – from surging automakers and homebuilders to slumping chipmakers – with expert insights and executive commentary along the way.
23 July 2025
AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Major AI chipmakers saw dramatic moves in July 2025 amid booming demand and favorable policy news. Nvidia – now the world’s most valuable semiconductor firm – got a boost mid-month when the U.S. government reversed an export ban on advanced AI chips to China as part of a rare earth trade deal reuters.com reuters.com. Nvidia said it is applying for licenses to resume selling its H20 GPUs to Chinese customers and has been assured approvals are coming reuters.com. This marked a U-turn from an April ban that Nvidia warned would cost it up to $15 billion in lost revenue reuters.com reuters.com. Nvidia’s stock jumped about 4% on the news, as Chinese tech firms reportedly rushed to order the H20 chips – a slightly curbed version of its flagship AI processor – now back on the menu reuters.com reuters.com. Nvidia CEO Jensen Huang, visiting Beijing, argued that denying China access risked eroding Nvidia’s global leadership, noting the H20 works with Nvidia’s standard AI software tools even if its peak performance is dialed down reuters.com reuters.com.
23 July 2025
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Chicago Fed National Activity Index

A surprise around the 0.10 forecast could shift the morning growth narrative and influence Treasury yields and the dollar before the opening bell.

#2

PDD Holdings earnings

The day’s largest scheduled equity report can move PDD and the broader China-internet / e-commerce complex through revenue growth, margins and Temu commentary.

#3

XPeng earnings

Deliveries, margin progression and spending on AI-enabled mobility can affect U.S.-traded Chinese EV names and related technology suppliers.

View full calendar
Times and estimates may change. Verify before trading.