The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.

Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.

wallstreetcn17:42 ET

Equity REITs Post 61% Y/Y Increase in September Capital Market Activity - Report

Seeking Alpha16:23 ET

Nvidia All-Time High Right Before the Bell on Record Day | Wall Street Today

Kevin Travers16:15 ET

Historical new high in four months! nvidia rose more than 10% this month, reigniting investors' passion at Blackwell.

At the beginning of this month, Huang Renxun claimed that Blackwell chips have been fully put into production, and the demand is "crazy"; Morgan Stanley reported last week that Blackwell chips will be sold out in the next 12 months, bullish on the prospect of the chip's long-term demand boosted by the release of OpenAI's reasoning model o1; Nvidia's chip customer OpenAI completed a huge $6.6 billion financing at the beginning of the month, with the foundry partner Taiwan Semiconductor's sales exceeding expectations, all becoming good news for Nvidia; Last week, a wave of call options buying showed that investors are betting Nvidia's price in March next year could be up to 40% higher than the closing price last Friday.

wallstreetcn16:12 ET

10 Information Technology Stocks Whale Activity In Today's Session

Benzinga13:35 ET

Looking Into Equinix's Recent Short Interest

Benzinga13:15 ET