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The world’s supply of computing power is unlikely ever to catch up with AI demand, according to the boss of Nvidia partner Iren, who called the...

With Nscale closing a $3.5 billion pre-IPO round and targeting a New York IPO as early as late September, the compute landlord thesis is entering a phase it has not reached before: public market validation. Infrastructure providers — the landlords of the compute era — are positioning themselves to reach public investors ahead of the […]

NVIDIA announced on September 3, 2026, that it will acquire Hugging Face for $12.93 billion, a deal structured as approximately $11.9 billion in cash and up to $1 billion in equity retention for staff. As detailed in the official announcement, this acquisition marks the definitive transition of the compute landlord thesis from theory to structural […]

The last big acquisition now anchors a $31 billion business line. The next one runs at more than $150 million a year.

$851 Billion Profit Projection $851 billion. That is the approximate annual net income NVIDIA (NASDAQ:NVDA) would generate three years out if Wall Street’s forecast of a 64% compounded EPS growth rate plays through, applied to a trailing-12-month base of roughly $193 billion in net income and $7.91 in TTM diluted EPS. For context, Saudi Aramco […]

A reported funding round would deepen ties between the chipmaker and a fast-growing compute supplier.

History implores investors not to miss the forest for the trees.

High-yielding dividend stocks are highly sensitive to changes in interest rates.

Even after a more than tenfold rise in the past five years, it's valid to argue that this AI stock is cheap.

The latest quarterly report from Victoria's Secret actually looked pretty strong, but its stock still lost ground.

Even after a double-digit sell-off this week, Palo Alto stock is still up more than 80% in 2026.

Rezolve's revenue grew nearly 2,000% annually in this year's first half, but investors have questions about the business's outlook.

Hugging Face spent years doing everything a company does before going public. It hit $150 million in annualized revenue, attracted 18 million developers to its platform, and netted almost $395 million from backers like Amazon, Intel, Sequoia and Coatue. Then Nvidia made it an offer it couldn’t refuse. On Thursday, the chipmaker confirmed a deal to acquire the AI model distribution platform for $12.9 billion. The IPO has always been the destination for venture-backed companies. Before the late 20

Berkshire Hathaway's relatively new CEO has already handled the integration of two purchases.

The Federal Reserve recently warned investors that the S&P 500's equity risk premium was near its lowest level in decades.

Trump just opined that U.S. gross domestic product (GDP) can grow by “20%” if the Federal Reserve slashed interest rates.

Payroll gains of 162,000 in August may alter what the Fed does in the coming months.

The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.

These companies have already recorded billions in profits from their Anthropic stakes.

Jerome Powell’s successor has flipped the script on inflation.

Gilead Sciences is branching out beyond its HIV franchise into oncology and immunology therapies.

Thiel is known for his ability to spot a future winner.

Negotiators offered access to advanced AI hardware to help secure a preliminary agreement last year to end decades of conflict, the latest example of chip diplomacy.

The stock market fell this week before bouncing. Nvidia, Micron, Sandisk are new buys, but for how long? Apple, inflation data loom.

Some investors worry that the pace of artificial intelligence (AI) infrastructure build-outs is not sustainable.

August payrolls came in three times hotter than expected. Stocks barely flinched. What's going on?

Nscale, a cloud computing firm focused on artificial intelligence, is in talks with potential investors to raise as much as $3.5 billion in financing ahead of a planned initial public offering, according to people familiar with the matter.

Moby summary of KNOT Offshore Partners LP's Q2 2026 earnings call

A strong jobs report hints at a healthy labor market, while simultaneously bolstering the case for an interest rate hike at the Fed's meeting later this month.

By Laurie Chen and Eduardo Baptista BEIJING, Sept 4 (Reuters) - President Xi Jinping is preparing a large business delegation to accompany him on his visit to Washington, two sources said, an unusual