High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Though the roles may be reversed in Ford and Geely's partnership, the former should have a ton to gain from its Chinese partner.
Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.
NVIDIA (NASDAQ:NVDA) reported record second-quarter results for fiscal 2027, with revenue more than doubling from a year earlier to $96 billion, as demand for artificial intelligence infrastructure continued to expand across hyperscalers, cloud providers, enterprises and sovereign customers. Chief
The $5tn firm beat Wall Street expectations for yet another blockbuster quarter, though the stock made only modest gains
NuScale Power could reach a critical milestone in 2026.
Nvidia (NVDA) delivered another blockbuster quarter, beating Wall Street's expectations as demand for AI infrastructure continues to surge. But amid growing scrutiny over Nvidia's investments in AI companies and data-center projects, questions about "circular financing" have taken center stage. On Nvidia's earnings call, CFO Colette Kress pushed back on that characterization, explaining why the chipmaker views its partnerships and investments as strategic opportunities, not simply a way to finance.
AI juggernaut Nvidia on Wednesday reported quarterly revenue of $96.2 billion, more than double from a year earlier, as the world's most valuable company beat Wall Street expectations and forecast even stronger sales ahead.Nvidia told investors to expect about $108 billion in revenue in the current quarter, well ahead of Wall Street forecasts and a signal that the company sees no near-term slowdown in AI spending.
For 2026 Q3, the expectation is that total S&P 500 earnings will increase +22.6% from the same period last year on +10.9% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and five producing double-digit growth.
By Jamie McGeever ORLANDO, Florida, Aug 26 (Reuters) - The dollar and U.S.
Nvidia (NVDA) reported second quarter earnings results that beat Wall Street's expectations. Creative Strategies CEO and principal analyst Ben Bajarin shares his thoughts on the earnings print and his outlook for Nvidia and the AI space.
Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.
Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.
It had some discouraging news to report from the C-Suite.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
Nvidia stock was quiet Wednesday ahead of the AI chipmaker's fiscal second-quarter earnings report, due after the market close.
Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.
By Saeed Azhar, Purvi Agarwal and Niket Nishant NEW YORK, Aug 26 (Reuters) - Wall Street's main indexes closed nearly flat to slightly lower on Wednesday after a U.S. inflation reading came in hotter
Amazon was pinpointed as a major growth candidate by several hedge funds last quarter.
Resistance to data center development and AI regulation is taking center stage in politics ahead of the midterm elections. Yahoo Finance Breaking Business News Reporter Jake Conley joins Market Domination's Josh Lipton to break down the growing demand for industry oversight and which state is seeing a surprise pushback against data center construction.
SCHD has delivered solid income and returns in 2025, but a lesser-known international ETF has quietly outpaced its benchmark while nearly doubling SCHD's yield, and the strategy behind it challenges everything most investors assume about covered call funds.
The Magnificent Seven have ruled markets for years, but cracks in the AI spending story are pushing serious investors toward a corner of the market most have ignored since the dot-com era.
Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.
Another 44.7% revenue jump leaves little room for tonight's largest AI customer to deliver ordinary guidance.
Some of NVIDIA Corporation (NASDAQ:NVDA)’s largest customers have been told that prices of servers containing its AI chips will rise by more than 15%, according to a Bloomberg News report from August 22. The increases will go into effect on systems shipped early next year and will include those with the flagship Vera Rubin and […]
Revenue growth is expected. Preserving extraordinary economics during the Rubin transition is the harder assignment.
IREN Limited (NASDAQ:IREN) stock is down 6% to $39.85 midday Wednesday, as traders trim exposure ahead of a busy earnings sequence for the AI hosting group. Meanwhile, Core Scientific (NASDAQ:CORZ) stock is down 4% to $17.40 in sympathy, marking a coordinated de-risk in two Bitcoin miners turned AI hosts. The Global X Data Center & […]
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