PM-MCP (Portfolio Management MCP Server)

--- type: market date: '2025-10-30' theme: AI queries: - AI stocks - AI demand - AI regulation --- # AI Theme Snapshot **Date**: 2025-10-30 **Tickers**: AAPL, MSFT, NVDA ## Summary Condensed news and ranking for AI. ## News (Condensed) - 3 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now - The Motley Fool | The Motley Fool | https://news.google.com/rss/articles/CBMilwFBVV95cUxOcTZQQXF3cE1WR0Rxb1F0NDQ2eWtmVGIxMWJUakYxR2dvZkpVWUpHMFlwZndVRG1FbU5tRnNSR2c5ZTlnZUpTV0tDZFpXZ21mamFQUTh3Rld0TmZ4d2ljYWRidnUwSlMyM0pOdzZSaWlGd3psQmNTbGhNMzhuVGdIZEhZdUlXTm5sVVM4S1Y0UWhPTnBDbXNr?oc=5 - These AI stocks could be part of a new Magnificent 7 - Axios | Axios | https://news.google.com/rss/articles/CBMie0FVX3lxTE9uRll4WW84dHQxZWItZDZyOFh3N2s2ZGFkMnFmay1ZNHF3Z1A4dWlCSHA1eUtsQ3JDSXY2alVhTkFnOHV4QXhEZEdFZ0N2RVFNZWJhaEU2ai04OU9STjZ3VmJWcVBtNm5UR2pDaDZRMWtxTDZDaWRoMVFDQQ?oc=5 - Analyst Explains Why Micron Technology (MU) ‘One of the Cheapest’ AI Stocks - Yahoo Finance | Yahoo Finance | https://news.google.com/rss/articles/CBMijAFBVV95cUxOLXF1cktzdjZSZXdJYmhSMVhiZkhNQmpfcWJnbjNVNGthektwOTM0RWRZb2E0NDVTUWItc2tRY1o0UXgtajFQMHV2azJ6QXJ4ZlVkU200NUFXUldQdHQ2MnFxRjlrSzBLT2ROTE1tRmNhM19qUXRwd0NHV2ctRFVxdmIxcTdOa1Q2blZsUA?oc=5 - Watch SK Billionaire Joins Other Tech Leaders in AI Demand Confidence - Bloomberg.com | Bloomberg.com | https://news.google.com/rss/articles/CBMivgFBVV95cUxOYXMxTnhZemItUjY3Mk5ZeXpJN09aX1ZwY05VRS1sTVRlaGpfbGJ0UktJZFJZOVFVSElpNkc2NDF4d2I2RTlEWmdzM1NMMEEyZndHajE4eTdqLTV1cEhNRk5CSmppR2xKVWFVUVhWZUwzaEtzNnBGRjRidnFPXzNZNlpGa3BNY1BwYWNhVnZFVHdnZEc3ZFlueHkwU2RfZWpSbldqcVEtU0dYNTYxV0JHelItRkhpcnlVZEYwdGZ3?oc=5 - Lasertec Shares Jump With Higher Expectations for AI Chip Demand - Bloomberg.com | Bloomberg.com | https://news.google.com/rss/articles/CBMitgFBVV95cUxQU2NmdEhiVDRvQ0t4UEVzSTdYZnd0eEJNZzVrUUpLbkZuTkpXRGJjRUVnU1Zrb1B2UG5YbmVtVkJXWkFzRFdpbWZqdXNCMS1LQnRoUlgtVTZMQXpFbDBNTmhMRW9aOUplN3YwRkRndUNUemYwQ2ZpUWt3YVExLXRQUVBPcjhYTVBYRXllb2hhUHllcWNaN29ZOGluYVhYRUduNU9CQlk2NzRGbXA4aUY0WGRhX0R0UQ?oc=5 - ServiceNow Raises Full-Year Outlook as AI Demand Surges - The Wall Street Journal | The Wall Street Journal | https://news.google.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?oc=5 - AI industry-backed group to spend millions pushing regulation agenda - Axios | Axios | https://news.google.com/rss/articles/CBMic0FVX3lxTE1Da3J6ZmNqel9pa0Z0d0pHd19UaGpkYlZ6N2JFdW5NNU5oSHk3TVlRRld1Nk9VNXBvRUdDYzJfTGt1NWYtRGpOaFBLZEsyMzhHRkNGNkZ4UHE2ZVQxQW13dHFab1h0cDhFMHhNVmVGTGVXWW8?oc=5 - How getting AI to 'think' like an advisor can lighten regulatory risks - financial-planning.com | financial-planning.com | https://news.google.com/rss/articles/CBMimAFBVV95cUxNcUpJUEhhQ1RmRmJVZzJsSW1ZM09DN0lIRzJCRlI1OHlYc094RFQ3UXdvOTd3Q0tZeWJ1ei12ZXpyanZZWDYwMDI5Rmk1RnVKUnFweWpjSFZRdXVIWWNtN3pFUVBPZnRxLTNvamZjd0U3ZFZkWlEtNjd2SHhfTzBWYzk0X1A5eHU3UU9VTUxtVnZ5VXhlUFUtZg?oc=5 - Fortanix and NVIDIA partner on AI security platform for highly regulated industries - VentureBeat | VentureBeat | https://news.google.com/rss/articles/CBMiqAFBVV95cUxQd2piYVFWei1MTWhZRHZlM2h4TG1Rd1ZXZGs2V0YxRHd1c1YzcGYtaGpLYk9ZNWRiUmk1UDlmeURxM0dDT0ZsRkc5bjJYdUhxX1pJbno4SnBIdEJUajFxU2RVWWZKYWItcHk1M2U2UnNqaUI1ZGFJSnNoRmItLXdBMkNCMUV6TkNKdHRLczg2cjBEZ0RNbEtMQjFfaEt3WWRMdllPRFkwVUI?oc=5 ## SEC Filings (Condensed) - 10-Q | 2025-08-01 | 10-Q | https://www.sec.gov/Archives/edgar/data/320193/000032019325000073/aapl-20250628.htm - 8-K | 2025-07-31 | 8-K | https://www.sec.gov/Archives/edgar/data/320193/000032019325000071/aapl-20250731.htm - 8-K | 2025-07-25 | 8-K | https://www.sec.gov/Archives/edgar/data/320193/000114036125027340/ef20052355_8k.htm - 10-Q | 2025-10-29 | 10-Q | https://www.sec.gov/Archives/edgar/data/789019/000119312525256321/msft-20250930.htm - 8-K | 2025-10-29 | 8-K | https://www.sec.gov/Archives/edgar/data/789019/000119312525256310/msft-20251028.htm - 8-K | 2025-09-30 | 8-K | https://www.sec.gov/Archives/edgar/data/789019/000119312525225125/d863209d8k.htm ## Scores | Ticker | Base | Dip bonus | Total | |---|---:|---:|---:| | MSFT | 0.562 | 0.000 | 0.563 | | NVDA | 0.550 | 0.000 | 0.550 | | AAPL | 0.388 | 0.000 | 0.388 |