
The GPU giant's earnings report could serve as a bellwether for memory companies.
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The GPU giant's earnings report could serve as a bellwether for memory companies.

Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.

Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.

Elon Musk just reignited a fight with one of America’s biggest airlines and the timing is hard to ignore.

The company is the first to charge for rides in its autonomous vehicle without a steering wheel, dashboard or pedals.

The company is reporting some of its best performance in years.
Nvidia will report its Q2 earnings after the bell on Aug. 26.
Companies are using tariff refunds to lower prices, cushion their margins, and, to a very small extent, return the money straight to the customer.
One earnings report could reset a soaring semiconductor stock

Getting your share may depend on how you paid and whether you still have the right information.

Aug 21 (Reuters) - U.S. stock index futures inched up on Friday following a battering in the last session, in a week that saw elevated government bond yields and heightened geopolitical tensions weigh

The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, they are increasingly demanding higher yields to accommodate the flood of issuance. "You've started to see the indigestion show up in tech spreads in particular," said Neil Sutherland, head of U.S. fixed income at Schroders.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Walmart stock tumbled on weak comp sales. Is the stock in trouble?

A legendary value investor just made a massive bet on Big Tech.

Alibaba's (BABA) fiscal first-quarter earnings missed expectations even as revenue edged past Wall S
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