Munster said SpaceX has effectively become a hyperscaler, citing 8 GW of AI capacity expected next year.
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Another Major Russian Refinery Up In Flames As Diesel Nears Historic Highs
Another Major Russian Refinery Up In Flames As Diesel Nears Historic Highs
On Wednesday Ukrainian forces struck a Wildberries facility deep inside of Russian territory for the second time this summer.
The warehouse in the central Tambov region city of Kotovsk was first targeted in...
Zero Hedge
Nvidia Beats Expectations On All Q2 Metrics And Estimates 70% Jump In FY28 Revenue — NVDA Stock Gains 5% After-Hours
Jensen Huang said, “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”
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Billionaires Are Quietly Loading Up on Amazon While It Trades Like a Value Stock
Key PointsStanley Druckenmiller, Peter Thiel, Seth Klarman, and David Tepper all bought Amazon stock recently...
Nasdaq News: Markets
"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action
"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action
We've covered soaring "chipflation" for months and the trend does not seem to be abating. Nvidia is reportedly informing its largest customers to expect price hikes of at least 15% for next...
Zero Hedge
MSFT, AMZN, GOOGL Reportedly In Revenue-Sharing Talks With China's Moonshot AI Over Kimi K3 Model
The Chinese startup is reportedly seeking as much as a 30% share of revenue generated from K3-related services.
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Futures Flat Ahead Of Key PCE Report, Nvidia Earnings
Futures Flat Ahead Of Key PCE Report, Nvidia Earnings
Stock futures are are flat and Treasuries slipped while oil stumbled heading into today's PCE report and NVDA earnings. As of 8:00am ET, S&P Futures are unchanged and Nasdaq futures drop 0.2% as?NVDA and MRVL both rise 0.2% with...
Zero Hedge
Zacks Investment Ideas feature highlights: SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom
SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom have been highlighted in this Investment Ideas article.
Zacks
From OpenAI To Google To Amazon: Nvidia’s Biggest Customers Are Becoming Its Biggest Rivals — The Custom Silicon Race Explained
As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth supercycle could slow.
Stocktwits
Amazon.com vs. e.l.f. Beauty: Which High-Growth Consumer Stock Is a Better Investment in 2026?
Key PointsAmazon.com continues to dominate global e-commerce and cloud infrastructure while generating significant net income...