If Nvidia $NVDA ( ▼ 1.88% ) needs one thing ahead of its earnings call, it’s higher expectations. And CEO Jensen Huang is all too happy to deliver.

Speaking at the company’s GTC conference, Huang said Nvidia has $500B worth of AI-chip orders lined up across 2025 and 2026. Analysts say that implies meaningfully higher 2026 revenue than anyone had penciled in, even after a four-year run that’s already seen quarterly sales surge nearly 600%.

However, with AI anxiety nearing a tipping point, a much higher bar could turn into a much further fall.

Plus, Bill Ackman diversifies into dating advice. Scroll down for more.

— Brooks & Cas

AI data centers are overwhelming America’s power grid.

Paladin Power’s US-engineered Energy Storage System (ESS) delivers 10X more power than Tesla’s Powerwall — without fire risk or inflated cost.

Its patented inverter powers entire homes from one sleek, compact unit — 80% smaller than traditional setups.

Backed by $200M in proprietary patents and 3,000+ investors, Paladin is scaling fast as the ESS market hits record growth. This is a rare chance to get in early.

Alphabet $GOOGL ( ▲ 3.12% ) surged after Warren Buffett’s Berkshire Hathaway $BRK.B ( ▼ 1.12% ) took a stake in the Google parent.

Apple $AAPL ( ▼ 1.82% ) sold off for the opposite reason. Berkshire offloaded shares last quarter.

Alibaba $BABA ( ▲ 2.54% ) unveiled its latest ChatGPT-style AI tool, Qwen App.

Expedia $EXPE ( ▼ 7.75% ) fell on news that Google’s AI tool Canvas can build travel itineraries.

Albemarle $ALB ( ▲ 2.22% ), Sigma $SGML ( ▲ 32.34% ), and other lithium stocks climbed on forecasts of a 30% pop in demand for the commodity in 2026.

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📈 Upgrades

📉 Downgrades

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Dell Technologies $DELL ( ▼ 8.43% ) is down sharply today. The catalyst? A rare double downgrade from Morgan Stanley $MS ( ▼ 2.69% ).

The bank turned bearish on Dell after a strong run earlier this year. It cut the stock to Underweight and set a new price target of $110, implying about 10% downside from today’s close.

Analyst Erik Woodring warned that rising component costs may hit profitability harder than investors expect. He noted that Dell is more exposed than many peers to cost swings in the memory market. Those pressures often show up quickly in gross margins, which sets the stage for potential volatility ahead.

DRAM and NAND memory can account for a wide share of costs across Dell’s major product lines. History suggests that when memory prices move sharply higher, Dell’s margins can slip in response.

Woodring pointed to an earlier cycle from 2016 through 2018. During that stretch, memory inflation drove a noticeable pullback in Dell’s gross margins. The firm believes the current cycle is showing similar early signs, and that the severity of memory pricing trends could keep pressure on margins for the next year or more.

The analyst also emphasized that companies with margin headwinds tend to underperform those with steadier profitability. That pattern supports Morgan Stanley’s more cautious view.

The downgrade is especially notable given Dell enjoys broad support on the Street. Most analysts remain buyers, citing the company’s scale, customer reach, and position across enterprise and consumer markets.

But Morgan Stanley sees a different balance of risks, arguing that prolonged cost pressure could act like sand in the gears and slow Dell’s momentum. With memory markets heating up, investors may want to watch margins as closely as demand.

AI data centers are overwhelming America’s power grid.

Paladin Power’s US-engineered Energy Storage System (ESS) delivers 10X more power than Tesla’s Powerwall — without fire risk or inflated cost.

Its patented inverter powers entire homes from one sleek, compact unit — 80% smaller than traditional setups.

Backed by $200M in proprietary patents and 3,000+ investors, Paladin is scaling fast as the ESS market hits record growth. This is a rare chance to get in early.

AP: The FAA lifted shutdown flight limits, allowing airlines to resume normal schedules at 40 major US airports.

Reuters: US construction spending rose 0.2% in August, driven by home renovations despite weak single-family homebuilding.

CNBC: Novo Nordisk $NVO ( ▲ 0.41% ) cut direct-to-consumer Wegovy and Ozempic prices to $349/month and launched a $199 introductory offer for new patients.

Fortune: Amazon $AMZN ( ▼ 0.78% ) founder Jeff Bezos returned to an operational role as co-CEO of $6.2B AI startup Project Prometheus.

CNN: Target $TGT ( ▼ 1.58% ) and Starbucks $SBUX ( ▼ 1.29% ) launched an exclusive Frozen Peppermint Hot Chocolate in Target stores as both chains seek a holiday sales boost.

Bill Ackman shared some viral dating advice this weekend.

In his original tweet, the billionaire wrote:

“I hear from many young men that they find it difficult to meet young women in a public setting. […] As such, I thought I would share a few words that I used in my youth to meet someone that I found compelling. I would ask: ‘May I meet you?’ before engaging further in a conversation. I almost never got a No.”

Financial Twitter proceeded to field test the “May I meet you?” approach and came to a quick consensus: stick to capital management, Bill.

Are you bullish or bearish on Gap $GAP ( ▼ 1.57% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said: