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NASDAQ:NVDA News 8 November 2025 - 10 November 2025

Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly and Company (NYSE: LLY) opened the week with a burst of dealmaking and Wall Street momentum. The pharma giant announced a rights deal for a pediatric blindness gene therapy from MeiraGTx, unveiled a new AI‑driven discovery partnership, and captured an analyst upgrade with a higher price target—moves that had LLY trading sharply higher intraday. Reuters+2 Today’s headlines at a glance Why the MeiraGTx move matters The MeiraGTx alliance hands Lilly a potential first‑in‑class therapy for LCA4 that, in a small study, has shown the ability to restore visual function in children born legally blind (regulators are evaluating expedited
Stocks Today (Nov. 10, 2025): Nvidia Leads Big‑Tech Rebound; Futures Rise as Senate Moves to End Record Shutdown

Stocks Today (Nov. 10, 2025): Nvidia Leads Big‑Tech Rebound; Futures Rise as Senate Moves to End Record Shutdown

Big Tech snapped back to start the week as hopes for a Washington deal brightened the outlook and volatility eased. Here’s what moved markets today—Monday, November 10, 2025. What’s driving the move 1) Washington tailwinds: Senate procedural win Markets reacted to signs of progress toward ending the 40‑day government shutdown, the longest on record, after senators advanced a House‑passed bill that would fund the government into late January. Traders welcomed the possibility that official economic data could resume, helping the Federal Reserve and investors regain a clearer read on growth and inflation. Reuters 2) AI and megacaps reassert leadership Nvidia
Mini PC Roundup — Nov 10, 2025: Trusted Brands to Buy, Cloud‑Gaming Upgrades (GeForce NOW & Xbox), and the Best Controllers for Every Budget

Mini PC Roundup — Nov 10, 2025: Trusted Brands to Buy, Cloud‑Gaming Upgrades (GeForce NOW & Xbox), and the Best Controllers for Every Budget

The safest mini‑PC brands to buy right now Windows Central’s latest buying guidance (Nov 5) highlights Geekom, Beelink, ASUS ROG (ROG NUC), Dell, HP, and Lenovo as “most trusted” after hands‑on testing. The advice is blunt: avoid sketchy brands and don’t buy from third‑party marketplace sellers when you can purchase directly from the manufacturer or an authorized storefront. If something feels too cheap to be real, it usually is. Windows Central Why it matters: Some off‑brand mini PCs have been caught shipping with malicious or forced software, so starting from a reputable brand saves you time, headache, and in some
VGT vs. XLK Today (Nov. 10, 2025): Tech ETF Sell‑Off, Rebound, and Whether to Cut or Double Down

VGT vs. XLK Today (Nov. 10, 2025): Tech ETF Sell‑Off, Rebound, and Whether to Cut or Double Down

Tech’s rough first week of November gave way to a rebound today. We break down what’s moving the Vanguard Information Technology ETF (VGT) and the Technology Select Sector SPDR (XLK), how they differ under the hood, and what fresh research says about concentration risk, costs, and diversification. Key takeaways Why today matters What the latest research says about VGT and XLK (Nov. 2025) Bottom line from the coverage: breadth versus precision. VGT’s bigger roster can smooth single‑name shocks, while XLK is a pure S&P 500 tech‑sector slice with laser‑focused large‑cap exposure. Under the hood: where VGT and XLK really differ
Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

On Monday, Nov. 10, 2025, Wall Street chatter is still centered on Jefferies’ high‑profile call: Broadcom (NASDAQ: AVGO) replaces Nvidia (NASDAQ: NVDA) as the brokerage’s top pick in semiconductors, underpinned by a surge in demand for custom AI chips. The move, first detailed last week, comes alongside a fresh five‑year scenario analysis for Broadcom making the rounds in investor media—and a separate downgrade of Pinterest in the same analyst roundup. MarketWatch+2StreetInsider.com+2 Key takeaways Why Jefferies flipped its top pick from Nvidia to Broadcom Jefferies’ semiconductor team, led by Blayne Curtis, argues that custom AI chips are moving into a “step‑function”
NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

Market move: NVDA steadies into the open NVIDIA shares were modestly higher in early U.S. trading Monday as the market digests infrastructure headlines and platform updates ahead of next week’s earnings. Bloomberg flagged NVDA among premarket movers, and the live quote above shows spot pricing as of mid‑morning UTC. Bloomberg Infrastructure squeeze at home: Santa Clara power delays Reporting from Bloomberg and Bloomberg Law says two large data center campuses in Santa Clara, California—NVIDIA’s backyard—could sit empty for years because the municipal utility isn’t ready to deliver enough electricity. Fortune echoed the theme, underscoring how AI’s energy appetite is outpacing
Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Stocks to Watch Today (Nov. 10, 2025): Nvidia Rebounds; Pfizer Clinches Metsera; Novo Nordisk Rises; Rumble Soars on AI Deal; Tyson Foods Guides Higher

Published: November 10, 2025 Key takeaways Market snapshot: AI leads early rebound U.S. index futures moved higher Monday as Senate action over the weekend boosted hopes for a stopgap funding bill to end the record federal shutdown. Nasdaq 100 futures led gains and AI bellwether Nvidia (NASDAQ: NVDA) traded about 3% higher premarket, pacing a broader chip bounce. Reuters Adding to the tone, Nvidia CEO Jensen Huang said over the weekend that demand for the company’s next‑gen Blackwell platform remains “very strong,” underscoring continued wafer needs from TSMC. The remarks come as investors look to AI hardware leaders to reassert
Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality

What to Know Before the U.S. Stock Market Opens Today (Nov. 10, 2025): Futures Jump on Shutdown-Deal Hopes; Tyson, Occidental and AI Mega-Caps in Focus

TL;DR Futures and Global Backdrop U.S. equities are set to open higher Monday as traders react to signs of progress in Washington. Pre‑market, S&P 500 and Nasdaq‑100 futures rose while Dow futures edged up, tracking a global relief rally after the Senate took a procedural step toward ending the 40‑day federal shutdown. European and Asian bourses also advanced overnight. Reuters+1 The bid for risk assets follows a bruising week for U.S. tech where AI leaders led declines; today’s bounce centers on expectations that reopening the government would remove a growth headwind and reduce near‑term policy uncertainty. Washington: A Path to
Nvidia’s $5 Trillion Milestone: AI Boom Propels NVDA Stock to New Heights

NVDA Stock Before the Bell (Nov 10, 2025): China Curbs, TSMC Supply, New AI Cloud Deals, and Earnings Countdown

NVIDIA (NASDAQ: NVDA) opens the new week after a volatile stretch for AI-linked shares, with fresh U.S.–China restrictions in focus, CEO commentary on supply and demand, and a firm earnings date just ahead. Here are the key things to know before the U.S. market opens on Monday, 10 November 2025. Last close and recent tape action• NVDA finished Friday, Nov 7, at $188.15 after a choppy week for mega-cap tech and semis. Sector-wide risk-off into the weekend left AI bellwethers collectively softer. Nasdaq+1 What could move NVDA at today’s open (Nov 10, 2025)• Any overnight headlines on U.S.–China chip policy
9 November 2025
NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

On the ground in Taiwan: Blackwell demand, supply chain ramp Speaking to reporters at TSMC’s annual sports day in Hsinchu, Nvidia CEO Jensen Huang said the company is experiencing “very strong demand” for Blackwell platform chips—the company’s flagship AI accelerators—adding that Nvidia builds GPUs alongside CPUs, networking and switches for the platform. He emphasized that Nvidia is leaning on TSMC for additional wafers to meet orders. Reuters Bloomberg separately reported that Huang has formally asked TSMC for more chip supplies as AI demand remains robust, noting his comment that business is getting “stronger month by month.” Bloomberg On memory, Huang
Tech Stocks Storm the Market: QQQ Rockets on Trade Truce while TQQQ Investors Cash In (Oct 14, 2025)

QQQ vs. QQQM vs. VGT on Nov. 7, 2025: After Tech’s Worst Week Since April, Which ETF Still Looks Best?

Updated: November 7, 2025 The tech trade just hit a speed bump. The Nasdaq-100’s big 2025 rally cooled this week as investors took profits in AI leaders, handing the tech complex its worst weekly drop since April. The Invesco QQQ Trust (QQQ) closed Friday at $609.74, down about 3.1% from last Friday’s close—yet still well above summer levels and not far from its Oct. 29 all‑time high close near $636. Investing.com At the same time, fresh analysis published this week put QQQ under the microscope versus two popular alternatives: its lower‑cost twin QQQM and sector‑pure VGT. Below, we round up
Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius (NBIS) Stock Today — 7 November 2025: Shares Close at $111.28 as UK NVIDIA Blackwell Rollout and New “Token Factory” Drive Momentum

Ticker: NBIS (Nasdaq)Sector: AI infrastructure / cloud compute Nebius stock price today (7 Nov 2025) Nebius Group N.V. (NBIS) closed at $111.28, up $1.84 (+1.68%) from the prior close. The session ranged $101.26–$111.30 after an $104.50 open, with ~17.6 million shares changing hands. In post‑market trading shortly after the close, NBIS printed $113.34 (4:22 p.m. ET). Nasdaq+2Yahoo Finance+2 What moved NBIS on 6–7 Nov 2025 1) UK Blackwell Ultra deployment announced (Nov 7 coverage, event dated Nov 6, London).Nebius unveiled its first UK deployment of NVIDIA Blackwell Ultra GPUs with Quantum‑X800 InfiniBand, expanding domestic AI compute capacity and aligning with
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