Nvidia’s Platform Moat Shifts Focus From Chips to Stack
Nvidia’s Jensen Huang signals a platform-first moat as Q1 FY27 revenue climbs and data center demand explodes. The co...
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28,293 articlesNvidia’s Jensen Huang signals a platform-first moat as Q1 FY27 revenue climbs and data center demand explodes. The co...
Two Maverick Capital co-CIOs warn of an air pocket between AI infrastructure and productivity, signaling a market tur...
The White House signed two executive orders Friday to accelerate quantum research and shield federal data from future...
Two former NBA players, Malik Beasley and Ed Davis, were named in a Brooklyn indictment tied to a large betting schem...
South Korea revealed a sweeping $590 billion plan to boost memory chips and AI hardware, triggering gains in semicond...
Wyoming officials trace rare bacteria found in Cheyenne wastewater back to Meta’s Cosmo data center project, promptin...
The Nasdaq Composite rises as cooling inflation and strong chip profits lift tech shares, setting the tone for a summ...
An AI-driven forecast suggests XRP, DOGE and SOL could test new all-time highs by the end of 2026, underscoring evolv...
NVIDIA posted a record quarter, sending its stock to new highs while signaling sustained AI demand. The week brought ...
Marvell Technology defied earlier sell-offs tied to fears of losing Amazon and Microsoft to rivals, reporting strong ...
Thrivent plans to hire 600 financial advisors in 2026, a move that bucks the AI-driven layoff trend and expands acces...
Oil shocks tied to the Iran conflict threaten U.S. growth as prices rise. Analysts say a price threshold around $110 ...