Fed Chair Warsh'sspeech at Jackson Hole tilted the Fed tightening bias in the favor of a hike in September and the potential for another hike by the end of the ...
The S&P 500 is at the lows of the day, down 21 poitns to 7709 in a reversal from the initial Fed reaction.There is a rumor going around that Warsh repeatedl...
The pause signals growing internal caution at Nvidia about how far it can go in using its balance sheet and market position to engineer demand for its own chips...
The major US stock indices closed higher, led by the Nasdaq, as strong earnings from Nvidia, Salesforce and CrowdStrike reignited enthusiasm for the AI and tech...
Again, and again, and again. The poster boy of Wall Street has a knack for delivering on lofty expectations. And they did just that with their Q2 earnings repor...
Nvidia's results underline how sensitive the stock has become to the gap between beating expectations and beating already sky-high ones, with an initial drop re...
Earnings headlines:Revenue of $96.2Gross margin 75% but sees 74.0% next quarterEPS $2.22Q3 seen at $108B Vera Rubin is in full productionHuang says "compute is ...
Closing changes:S&P 500 +0.1%Nasdaq Comp -0.1%Russell 2000 -0.1%Let's see where NVDA takes us at 4:20 pm ET but so far we've seen big gains from Salesforce ...
Yesterday, I wrote about how AI leaders can't be trusted to tell us the truth about what's coming. I lamented that they've suddenly switched their stance on AI ...
A 100 MW dedicated inference campus running GB200 NVL72 racks needs roughly $2.91 per GPU-hour to generate a 15% levered equity IRR.That's the conclusion of a d...
European shares closed mostly higher, although gains were modest as investors digested the latest U.S. inflation and growth data while awaiting Nvidia’s earning...
Nasdaq Futures Await Nvidia Earnings: 29,310 and 29,200 Define the Next MoveNasdaq futures are trading inside a narrow decision zone ahead of Nvidia's earnings....