
Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.
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Nvidia stock was surging following an earnings report that is making Wall Street rethink its assumptions about the chip maker's growth.

FEATURE UPS has had a tough go lately. Things are finally turning around. Citi analyst Ariel Rosa recently hosted UPS management for investor meetings in California. (Wall Street analysts often bring management teams from companies they cover to see institutional investing clients.

Urbanization, digital payment adoption, and the demand for convenient home delivery are key drivers in the expansion of the global online grocery market, which is expected to grow from USD 0.96 trillion in 2025 to USD 1.74 trillion by 2031. The industry's development is being shaped by consumer preferences for digital solutions like mobile-first shopping and subscription services that enhance the grocery buying experience. However, delivery fees and service charges present ongoing challenges...
In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.
AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor the best shot at a life-changing return before 2030.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.

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The day after earnings hasn’t been great for Nvidia recently. But today could be different. That’s because CFO Colette Kress projected a 70% increase in revenue during fiscal 2028 during the company’s earnings call yesterday.

Young investors who focus on growth can reap significant rewards when they reach retirement.

Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar

X-Energy (NasdaqGS:XE) is positioning its Xe-100 small modular reactor to serve rising power needs from AI infrastructure across major customers. Early commercial focus includes projects with Dow, Amazon and Centrica as they seek long term, reliable energy for data and industrial operations. The Xe-100 pipeline is aimed at large scale deployments that can be added in modules to match growing electricity demand from AI adoption. This focus marks a shift in attention toward X-Energy's...

CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.

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.

Autonomous trucking is moving from pilot talk to real freight ops. Einride CEO Roozbeh Charli breaks down 27% revenue growth, a 60% jump in driverless hours, the Amazon middle-mile rollout, and the plan for 500 Tesla Semis on its platform. The conversation gets into what matters for carriers and fleet operators: where autonomous trucks actually […] The post Autonomous Trucks Are Here: Einride’s 27% Revenue Jump appeared first on FreightWaves.

Rivian bleeds cash while scaling production; Tesla prints billions despite slowing revenue. The valuation gap between them tells an entirely different story.

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.
Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028.

After a tepid inital reaction, investors like what they're hearing on Nvidia's earnings call. CFO Colette Kress told analysts that the chip-maker projects 70% revenue growth in fiscal-year 2028, and that Amazon's AWS is deploying an additional 2 million Nvidia GPUs in the coming years.

Amazon's AWS division "is deploying an addition two million GPUs starting this quarter through the second of FY29," Nvidia CFO Colette Kress said on a conference call after the chip giant's earnings report this afternoon.

Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader’s products despite its own competitive chipmaking efforts.

Moby summary of Bath & Body Works, Inc.'s Q2 2027 earnings call

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.

Nvidia stock was quiet Wednesday ahead of the AI chipmaker's fiscal second-quarter earnings report, due after the market close.
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