$NVDA earnings estimates probably everyone is wondering, 'Can they exceed guidance by $2 billion for the 6th consecutive quarter and provide guidance for the next quarter to exceed by $2-2.5 billion as well?'
I believe this quarter's earnings will meet expectations. There is strong demand for AI accelerators and Nvidia's Blackwell Superchips, and considering there doesn't seem to be much slowdown yet, I think they will still deliver good numbers. The issue is probably the investors' most worried reaction to the stock price. This is something that cannot be predicted, but even if good numbers are delivered meeting expectations and guidance is raised, I don't think it will necessarily lead to an increase. This is because they won't be treated as 'amazing numbers.'
Looking at the single option market, it is clear that there is a bullish stance on the earnings as usual. The stock price is expected to rise or fall by 8%. This is equivalent to a market capitalization fluctuation of around $279 billion.
This is due to the implied volatility of the options expiring on November 22nd...

OKLO is planning to acquire Atomic Alchemy in a $25 million all-stock trade in response to the shortage of radioisotopes used in medical and industrial fields. The radioisotope market has reached a size of $55.7 billion, and through this acquisition, OKLO aims to utilize its own fast reactor technology to support the doping of semiconductors and create a new source of revenue.

Pulmatrix, Inc. (nasdaq: PULM): Announced its merger with Cullgen Inc., a clinical-stage biopharmaceutical company specializing in targeted protein degradation for cancer treatment purposes.
After the merger, Cullgen shareholders will hold 96.4% of the merged company, the company's name will be changed to Cullgen Inc., and it is expected to be traded on nasdaq.
Pulmatrix shareholders will hold 3.6%, and if the net assets exceed $2.5 million at closing, there is a possibility of receiving a special cash dividend. The stock price rose by 73% and closed at $3.56.
Calidi Biotherapeutics, Inc. (NYSE: CLDI): announced a public offering of common stock, causing the stock price to drop 15% to $2.89 after the close.
Syros Pharmaceuticals (nasdaq: SYRS): announced that it did not achieve the primary endpoint of the SELECT-MDS-1 Phase 3 trial evaluating the combination of tamibarotene and azacitidine in HR-MDS patients with overexpression of RARA.
The company has decided to cancel the test and will review the data to consider future actions...

$NVAX Novavax announced that the vaccine trials for both COVID-19 and influenza have been granted permission to resume by the FDA (American Food and Drug Administration).
This trial had been temporarily suspended, but due to additional data proving that severe side effects were unrelated to the vaccine, the resumption was allowed.
Novavax has received this permission and will immediately start recruiting trial participants and proceed with the support of clinical researchers and partners.

Earnings reports for $CLOV are scheduled after the market closes on the 6th. Despite weak financial conditions, a bullish trend is observed in technical analysis.
It has been consistently rising over the past 7 months.
In the worst case scenario, if a correction occurs in the range of $2.76-$2.37, it appears to be a buying opportunity.

I am not particularly focusing on this earnings report. If I had to say, I would like to know more about the developments regarding the issues in china.
Apple continues to struggle in china. The revenue of 14.73 billion dollars announced in the most recent quarter fell 6.5% below the 15.76 billion dollars reported a year ago.
In the first 9 months of this year, revenue of 51.92 billion dollars fell 9.7% below the 57.48 billion dollars reported by the company during the same period in 2023. In addition to regulatory issues, the domestic Chinese competitor, Huawei, has been causing business problems.
However, even if things do not go well in China, the company may still have growth opportunities in other regions. Especially with India, which is expected to continue expanding from a population perspective. With other regions including the USA also expected to continue growing, there is a possibility that even in the worst case scenario, the company may only suffer some damage in the long run.
Of course, if Apple were to lose the ability to manufacture iPhones in China, it would escalate into a major issue. In the end, the company's financial estimates are not particularly focused on these devices...

Among the major tech companies to be announced this week, personally, this company seems to have the most challenging financial estimates.
Investors are likely concerned about the increase in Microsoft's capital expenditures and the uncertainty of success in the AI application layer. In such a situation of financial results, it is important to step back and distinguish between fundamental elements and noise.
Microsoft has already seen tangible benefits from investments through sustained market share expansion and the acceleration of Azure. Additionally, they have excellent execution capabilities in deploying products quickly.
Management says that CoPilot will become the fastest-growing product in the company's history to reach $10 billion. Whether this is true or not, no one knows, but I choose to believe it. With the expansion into AI and cloud computing in mind, investors will focus on whether Microsoft can maintain its growth trajectory or even surpass it.

Bio penny remains hot, following last week's trend.
Although GEVO is not in the bio sector, the stock featured as a top watch is up for the second consecutive day.