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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.
Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.
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.
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
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.
Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those two timelines matters a lot if you own SPCX.
Bath & Body Works (NYSE:BBWI) reported second-quarter results that exceeded its prior outlook, though sales remained under pressure as the retailer invests in product innovation, marketing, digital capabilities and expanded distribution to support a planned return to revenue growth in 2027. Net
Zoom reported adjusted earnings of $1.55 a share for the quarter, up from $1.53 a year ago and above analysts’ expectations for $1.48, per FactSet.
Plus: Canada plans retaliatory tariffs of up to 50% on U.S. imports; Persian Gulf shipping insurance costs surge higher.
BEIJING/SINGAPORE, Aug 26 (Reuters) - China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon and Alphabet's Google that would allow the U.S. cloud giants to host its
For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.
Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265
Cheaper alternatives are testing the limits of AI pricing power
Zoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.
FedEx is IBD Stock Of The Day after streamlining its parcel delivery and logistics businesses. Intraday, FDX stock eased near a buy point. In 2026, the Memphis-based company has shifted away from consumer parcel delivery to target higher-margin, business-to-business segments.
D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.
Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.
AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.
President Donald Trump bought up to $50,000 in Space Exploration Technologies Corp (NASDAQ:SPCX) shares shortly after the Elon Musk-led company’s record IPO. Trump Bought SpaceX Shares After Record IPO Trump purchased between $15,001 and $50,000 worth of SpaceX shares on June 23, according to a financial disclosure signed Aug. 12 and released Saturday. The transaction was among more than 1,000 stock trades made by Trump in June. It also included sizable investments in Berkshire Hathaway (NYSE:BR
The socialist mayor has taken the retail giant to task over the status of delivery workers, the sale of illegal e-bikes and fines for idling vehicles.
Amazon shoppers are paying more for a hidden tech problem.
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