Market context
Follow the story. See which markets it affects. Explore the context.
Emerald Wealth Partners' Q2 2026 letter praises Broadcom for custom AI chip dominance, highlighting the OpenAI inference chip deal, Ethernet switching leadership, and VMware's enterprise AI role, dri…
Southern Company reported strong earnings driven by a landmark 3.2 GW power deal with OpenAI for Georgia data centers, signaling continued massive AI infrastructure investment and reinforcing bullish…
Nvidia stock dropped nearly 4% amid valuation concerns despite record $81.6B revenue quarter. Cheaper than AMD on forward earnings, but circular financing worries with OpenAI/SoftBank deals and hyper…
NVIDIA announced major UK investments, plans to deploy 120,000 Blackwell GPUs, a $5 billion Intel stake, and up to $100 billion planned investment in OpenAI; semiconductor ETFs are hitting 52-week hi…