Most Active Stocks After Hours on October 23, 2025: INTC, F, RKT, ERIC, NVDA, BYND, UGP, CMCSA, PD, AAPL, CDE, FUBO
NASDAQ 100 After Hours Performance: The NASDAQ 100 After Hours Indicator rose by 45.93 to 25,143.35, with a total volume of 129,282,068 shares traded.
Active Stocks Overview: Intel Corporation (INTC) saw a notable increase of +2.09 to $40.25, while Ford Motor Company (F) rose by +0.22 to $12.56, both being among the most active stocks in after-hours trading.
Upcoming Earnings Reports: Several companies, including Apple Inc. (AAPL) and Comcast Corporation (CMCSA), are scheduled to release earnings reports on October 30, 2025, with significant expected increases in earnings per share compared to the previous year.
Stock Recommendations: Stocks like NVIDIA Corporation (NVDA) and Ultrapar Participacoes S.A. (UGP) are currently rated within the "buy range" according to analyst recommendations, indicating positive market sentiment.
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Analyst Views on NVDA
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- Earnings Potential Analysis: Oppenheimer anticipates Nvidia's Q4 sales could see a typical upside of $2B to $3B, primarily driven by the GB300 Ultra, indicating strong performance in the AI sector.
- Growing Market Demand: Expected capital expenditures from cloud service providers are projected to reach $650B in 2026, up from over $400B in 2025, reflecting sustained demand for Nvidia's products.
- New Product Outlook: The average selling price for Vera Rubin is expected to be 40% to 50% higher than that of GB300, potentially adding around $8B in revenue for Nvidia, further solidifying its market leadership.
- Market Size Expansion: With China now included, Nvidia's total addressable market is estimated to be around $4T, showcasing its dominant position in the global AI platform and future growth potential.
- Weak Market Performance: Since August 2025, Nvidia's stock has only risen by 5%, significantly lagging behind the S&P 500's 10% gain, indicating market caution regarding its future growth despite optimistic prospects in the AI sector.
- Surge in Capital Expenditures: Amazon, Alphabet, and Meta expect to spend at least $500 billion in capital expenditures in 2026, positioning Nvidia as a primary beneficiary; if it maintains its market share, it could see substantial revenue growth, with global data center capital expenditures projected to reach $3 trillion to $4 trillion by 2030.
- China Market Resumption: Nvidia has regained the ability to export GPUs to China, re-entering the world's second-largest AI market; although the stock has not significantly reacted to this positive development, it provides new momentum for future growth.
- Attractive Valuation: With a forward P/E ratio of less than 24, Nvidia's stock appears cheap compared to the S&P 500's 21.9, suggesting that investors should consider buying during this pullback, especially with upcoming spending increases on the horizon.
- Economic Data Focus: Investors are closely monitoring the upcoming release of the PCE index and fourth-quarter GDP data, which will influence market expectations for Federal Reserve rate cuts and potentially alter investor risk appetite.
- Futures Market Dynamics: As of 3:00 a.m. ET on Friday, Nasdaq and S&P 500 futures rose by 0.2%, while Dow and Russell 2000 futures increased by 0.1%, indicating a positive sentiment in the market ahead of key economic data.
- Tech Stock Movements: Nvidia is reportedly finalizing a $30 billion equity investment in OpenAI, replacing an earlier $100 billion deal, highlighting ongoing interest and investment in the artificial intelligence sector.
- Market Sentiment Shifts: Retail sentiment towards the SPDR S&P 500 ETF remains 'neutral', while the Invesco QQQ Trust ETF has shifted from 'neutral' to 'bearish', reflecting a cautious outlook on tech stocks.
- Market Potential: Analysts expect the AI market to reach trillions of dollars in the coming years, indicating that this trend is likely not just a short-term phenomenon but could provide long-term gains for investors.
- CoreWeave's Strong Performance: Since its IPO last March, CoreWeave's stock has surged over 120%, with a market cap of $51 billion, reflecting robust market demand and investor confidence.
- Flexible Business Model: By renting out Nvidia's top GPUs, CoreWeave offers customers on-demand services that meet their needs for speed and flexibility while reducing infrastructure costs.
- Infrastructure Expansion Challenge: Despite strong customer demand, CoreWeave's biggest challenge is building out infrastructure to meet this demand, which involves taking on debt; while this poses risks for cautious investors, it presents opportunities for aggressive ones.
- Nvidia Stock Sale: Philippe Laffont sold 667,400 shares of Nvidia in Q4, despite the company holding a 90% market share in AI and projected earnings growth of 38% annually over the next three years, indicating a cautious approach to portfolio diversification.
- Netflix Stock Purchase: Laffont acquired 10.2 million shares of Netflix in Q4, which completed a 10-for-1 stock split, suggesting confidence in a potential 25% price increase over the next 12 months, particularly given the popularity of its original content.
- Market Share and Growth Potential: Nvidia's full-stack strategy positions it dominantly in AI infrastructure, with Bernstein analysts estimating it captures nearly 30% of profits from AI data center spending, indicating resilience despite increasing competition.
- Investor Sentiment and Risk Assessment: Although Netflix's stock has dropped 42% due to its $72 billion bid for Warner Bros. Discovery, analysts believe the risks are priced in at $87 per share, making the current valuation of $77 attractive for patient investors considering entry.
- Significant Revenue Growth: Since its IPO in March, CoreWeave has seen revenue soar over 120%, reflecting strong demand in the AI workload market, which has attracted a large customer base and further solidified its market position.
- Flexible Business Model: The company offers a rental service for Nvidia's top graphics processing units (GPUs), allowing customers to rent by the hour, which reduces the costs associated with building their own data centers, thereby enhancing customer experience and satisfaction.
- Infrastructure Expansion Challenges: Despite high customer demand, CoreWeave's main challenge lies in building sufficient infrastructure to meet this demand, which involves taking on debt risks that could impact its financial stability.
- Close Collaboration with Nvidia: CoreWeave's close relationship with Nvidia enables it to quickly provide customers with the latest AI systems, and Nvidia's investment in the company also instills confidence in CoreWeave's future growth prospects.











