Stock market today: Dow, S&P 500, Nasdaq rise as stocks pause sell-off streak before Nvidia earnings

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• Block is moving faster with greater scale and efficiency, driving product velocity across Square and Cash App to serve more customers and help them participate in the modern economy

  80% confidence

• While we have a very strong relationship with Nvidia, we get no preferential access and we're not exclusive to them

  80% confidence

• Gemini 3 launch is a big step on the path toward AGI (artificial general intelligence)

  80% confidence

• Household survey data from the Current Population Survey could not be collected for the October 2025 reference period due to a lapse in appropriations

  80% confidence

• Markets could pull back further from here. The market could pull back further, and the technicals are more biased for more protection and more downside. Markets have run quite a bit this year and the pullback is healthy.

  80% confidence

• NVDA near-term is facing the tough task of meeting high earnings expectations AND high skepticism around AI capex, likely only resolved when broader market volatility (shutdown, interest-rates) subsides

  80% confidence

• Markets are heavily focused on the AI dynamic: are we going to get the returns on capital invested that the market expects, and is that priced in? That's a big debate.

  80% confidence

• Nvidia earnings are effectively a quarterly pulse check for the AI trade. If demand stays strong, it steadies the broader tech complex. If guidance softens, it can send shockwaves through the broader AI ecosystem.

  80% confidence

• With the advent of LLMs and AI-driven search, brands need to understand where and how their customers are engaging in these new channels. This combination provides marketers more insights and capabilities to increase their discoverability across today's evolving digital landscape.

  80% confidence

• Crude oil prices will rise through the back half of the 2020s while natural gas prices will fall

  80% confidence

• Nvidia's relationship with CoreWeave is an egregious example of how the biggest AI players have become increasingly entangled through a web of circular investments that have spurred bubble fears on Wall Street

  80% confidence

• The forward curve on WTI futures contracts is threatening contango, implying market conditions with an increase in prices and a tighter market in the future

  80% confidence

• Gemini 3 is by most measures better than any other model out there, but it's certainly not AGI. It's a great model as far as LLMs go, topping most benchmarks

  80% confidence

Cited in these Via News reports

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