Nvidia stock soars after Q3 earnings, forecasts top estimates with sales for AI chips 'off the charts'

🤖 First it was GPUs and electricity, now AI is eating up the memory industry

The AI data center explosion has set off worries about overbuilding, environmental concerns about water usage, and increased energy prices.

And now you can add a steep rise in the cost of important computer components to the list.

Prices for crucial parts, including dynamic random access memory, also referred to simply as memory, are steadily increasing as data center builders scramble to get their hands on them.

The problem comes down to the fact that both consumer computers and data centers use DRAM.

While consumer PCs and other systems use a type of DRAM called double data rate memory, data centers use high-bandwidth memory, often called HBM.

But because they both use DRAM, suppliers are focusing more on building HBM than DRAM, thanks to higher margins on data center parts. And that's starving the broader market. Yahoo Finance reports.


🥨 J&J Snack Foods not managing to recover

J&J Snack Foods reported its annual results yesterday. Over twelve years, revenue has doubled, but operating profit has merely stagnated; adjusted for inflation, it faces a critical erosion of profitability.

The group is dealing with a severe margin compression, hit by inflation on one side and a chronic inability to raise selling prices on the other.

Fortunately, the capital intensity of its business remains well under control.

The other structural weakness has been the poor return on its external growth initiatives.

Between 2013 and 2025, $350m was invested in acquisitions, so far without delivering any value creation. MarketScreener reports.


👖 Gap gains momentum ahead of earnings - is the rally sustainable?

Gap Inc's stock is trading at $23.79 per share in the pre-market, marking a 8.70% increase for the month.

This recent surge in stock price has analysts pondering whether this momentum can be sustained, particularly as the company gears up to report its next earnings today.

Analysts expect EPS of $0.59, down from $0.72 in the same quarter last year, indicating a year-over-year earnings decline.

Revenue is projected to reach $3.9 billion, reflecting a modest 1.97% sales growth.

Overall, forecasts point to slight top-line improvement but softer profitability compared to last year. AskTraders reports.


📊 Dycom stock soars after earnings - the AI data-center building boom hasn’t slowed

AI is fueling a construction boom across America that shows no signs of slowing down yet.

It’s driving higher earnings and merger activity for a host of companies, including the telecom and utility infrastructure builder Dycom Industries.

Dycom shares are up 9.82% in pre-market. Barron’s reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


CDLR: Cadeler
Q3 2025
Before Market Open
Estimate: 0.640
Actual: N/A

NTES: NetEase
Q3 2025
Before Market Open
Estimate: 1.880
Actual: 2.090

WMT: Walmart
Q3 2026
Before Market Open
Estimate: 0.600
Actual: N/A

Time (ET)/ Report/ Period

8:00 AM - U.S. employment report (delayed report) - Sept.
8:30 AM - U.S. unemployment rate (delayed report) - Sept.
8:30 AM - U.S. hourly wages - Sept.

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Sourced in: 50 Motivational Trading & Investment Quotes – MITrade.

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