Today’s AI U.S. stock market insights: 1. September non-farm payrolls came in below expectations, oil prices fell, and the probability of another rate hike dropped sharply; $QQQ rose 1.2% to a new high, marking three consecutive weeks of gains. 2. $NVDA surged 3% to a new high, as institutional investors reinstated it as their top pick; power and data center shortages benefit NVIDIA due to its high-efficiency GPUs. 3. The two worst-performing stocks in the S&P technology sector—$STX and $WDC—plummeted 10% after Toshiba’s Philippines subsidiary plans to expand production, aiming to double AI data center HDD capacity next year. 4. $SPCX jumped 8% following successful rocket launches; $TSLA rose 5% after delivering 486,000 vehicles in Q3, significantly exceeding expectations, with EV sales set to surpass those of internal combustion engine vehicles imminently. 5. $CBRS hit a new all-time low since its IPO, as its revenue is heavily reliant on large contracts with $OpenAI; OpenAI’s new model has switched to NVIDIA GPUs.