NVIDIA Q3 EPS $1.20; Bitget Zero-Fee Tokenized US Stocks
Analysts forecast NVIDIA’s Q3 EPS at $1.20, prompting Morgan Stanley and Bank of America to raise price targets to $220 and $275, respectively. This NVIDIA Q3 EPS projection reinforces analyst buy ratings, yet heavyweight investors SoftBank’s Masayoshi Son, Michael Burry, and Peter Thiel have sold their NVIDIA stakes ahead of the November 19 earnings release, signaling mixed market sentiment. Industry focus lies on Nvidia’s AI data center GPUs, including the Blackwell architecture and Vera Rubin Ultra, while hyperscale customers grapple with high capital expenditure and cash flow challenges. Meanwhile, crypto exchange Bitget has partnered with US-regulated Ondo to introduce zero-fee tokenized US stock trading. The new offering features seamless onboarding, unlimited long/short positions, 1–25× leverage, and access to 103 major US equities such as Apple, Tesla, and Microsoft, democratizing US stock investment for crypto traders.
Neutral
The upbeat NVIDIA Q3 EPS forecast of $1.20 and raised price targets by Morgan Stanley and BofA underscore strong earnings potential, yet the pre-release stake sales by SoftBank’s Masayoshi Son, Michael Burry, and Peter Thiel introduce investor caution. While the focus on Nvidia’s AI GPU rollouts supports a bullish narrative, hyperscale customers’ cash flow concerns temper the outlook. Bitget’s zero-fee tokenized US stock trading launch enhances market accessibility and liquidity for crypto traders, but its impact hinges on adoption. Mixed signals from earnings expectations, insider sell-offs, and trading innovations point to a neutral market impact in both the short and long term.