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The US Department of Justice has launched an antitrust inquiry into Nvidia's deal with AI chip startup Groq over potential regulatory avoidance. Concurrently, Apple unveiled its new iPhone Duo foldab…
Ciena reported blowout Q3 earnings with revenue up 37% to $1.67 billion and backlog surging to $8.5 billion. Skyrocketing demand from hyperscalers connecting data centers for distributed AI training …
The Magnificent Seven generate roughly $2.3 billion daily in operating profits, led by Nvidia's $541 million per day. While cloud giants Microsoft, Alphabet, and Amazon show strong run rates, perform…
NVIDIA is negotiating an anchor investment of up to $10 billion in Anthropic's planned IPO, targeting a $2.3 trillion valuation. The deal secures Anthropic's long-term hardware demand on NVIDIA's arc…
Netskope posted strong Q2 results, with ARR surging 27% to $899 million and raised full-year guidance fueled by AI security demand. However, free cash flow remained negative at $29.8 million, roughly…
Emerald AI secured $150 million with backing from NVIDIA to address AI data center power constraints. Partnering with Digital Realty, they are developing a 100-megawatt Virginia facility due online t…
Anthropic is reportedly in talks with Nvidia regarding a potential $10 billion investment ahead of a record-breaking IPO. The deal would strengthen ties between the chipmaker and a major AI customer,…
Nvidia director Mark Stevens sold 1 million shares worth $235.64 million, representing 3.42% of his stake. Tesla CFO Vaibhav Taneja also sold $938,419 in stock. Across the broader market, insiders sh…
This article explores the restaurant origins of Nvidia and Reddit. Nvidia co-founder Jensen Huang conceived the company at a Denny's, while Alexis Ohanian founded Reddit after an epiphany at a Waffle…
Nvidia continues to beat market expectations with triple-digit sales growth driven by AI chip demand. While long-term projections point to massive market capitalization gains from ecosystem expansion…
Nvidia is in talks to become an anchor investor in Anthropic's upcoming IPO, potentially contributing up to $10 billion. The artificial intelligence startup reportedly aims to raise approximately $10…
Chipmakers gained as Nvidia CEO Jensen Huang reiterated expectations for $3 trillion to $4 trillion in AI infrastructure spending by 2030. Sector optimism was further bolstered by strong cloud enterp…
Semiconductor stocks rallied as falling Treasury yields, declining oil prices, and Nvidia CEO Jensen Huang's reaffirmed $3T–$4T AI infrastructure projection buoyed sentiment. The positive macro backd…
Semiconductor stocks surged as declining Treasury yields, falling oil prices, and robust AI demand boosted market sentiment. Nvidia CEO Jensen Huang reaffirmed projections of $3 trillion to $4 trilli…
Nvidia is reportedly considering an anchor investment of up to $10 billion in Anthropic's potential initial public offering. Anthropic aims to raise up to $100 billion at an estimated $2 trillion val…
An educational guide explains options Greeks—delta, gamma, theta, vega, and rho—using an Nvidia (NVDA) $215 call option to illustrate how stock price changes, time decay, and implied volatility deter…
Nvidia CEO Jensen Huang projected sustained AI demand, forecasting roughly 70% revenue growth in 2027. He unveiled pricing details for the upcoming Vera Rubin platform at approximately $40,000 and hi…
August core CPI rose 0.3%, lifting Fed rate-hike expectations to 90%, though major US indexes climbed midday. Microsoft unveiled plans to triple data center capacity by 2032, while Nvidia and partner…
Qualcomm secured a multi-generational data center silicon deal with AWS for custom AI inference chips. Amazon received warrants to buy $4 billion in Qualcomm stock, contingent on up to $60 billion in…
TSMC's strong revenue surge and expanding advanced-node capacity highlight robust AI demand from key customers Nvidia and Broadcom. While 2nm ramp costs and geopolitical tail risks pose challenges, I…