Showing 25 of 871 articles.
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.
This is an aggressive supply-chase year for Arista Networks. The company builds high-performance networking gear for its two largest partners, Microsoft and Meta.
Nvidia announced an expanded partnership with cloud-computing giant Amazon on Wednesday. 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.
In August 2026, Samsara launched its Fuel Command Center, a centralized platform that unifies fuel spend analytics, route-based fuel-stop optimization, and fuel card controls to help commercial fleets manage costs amid volatile diesel and gasoline prices. By tying real-time routing, driver behavior, and card authorization data together, and revealing roughly US$2.00 billion in potential savings for U.S. customers over six months, Samsara is positioning this product as a way for fleets to...
Nvidia (NVDA) reported second quarter earnings results that beat Wall Street's expectations. Creative Strategies CEO and principal analyst Ben Bajarin shares his thoughts on the earnings print and his outlook for Nvidia and the AI space.
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.
Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.
Apple's premium brand provides it with tremendous pricing power and a loyal customer base, which has resulted in impressive bottom-line performances.
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.
Released on August 14, Berkshire Hathaway’s second-quarter 13F filing showed the conglomerate became a net buyer of nearly $19.8 billion in stocks, its first net-buying quarter in 14 quarters. The shift was driven primarily by an 83% increase in its Alphabet Inc. (NASDAQ:GOOGL) stake, to about 106 million shares worth $37.8 billion, making it Berkshire’s […]
The market has punished Oracle's stock like a laggard, even as its valuation multiple sits near the top of its peer group and profitability remains strong.
Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.
Boston Scientific stock crumbled Wednesday after the company said a cybersecurity incident interrupted processing and shipping.
Resistance to data center development and AI regulation is taking center stage in politics ahead of the midterm elections. Yahoo Finance Breaking Business News Reporter Jake Conley joins Market Domination's Josh Lipton to break down the growing demand for industry oversight and which state is seeing a surprise pushback against data center construction.
International Data Corporation (IDC) projects that Apple’s premier foldable iPhone will spark a major market resurgence at launch, with over 10 million shipments in its first year.
Apple’s new AI-powered Macs are adding another growth angle to AAPL stock. But with shares already pricey, is the stock still worth buying now?
Jim Cramer highlighted Sandisk Corporation (NASDAQ:SNDK) capital-return plans on the August 24 episode of Mad Money, as he said: I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern. The average company in the S&P 500 returns a great deal of the profits to […]
Tesla’s China team told Tencent Tech that the Shanghai data center facility is running normally and that related hiring is accelerating, CNEVPost reported.
Tesla lost a senior AI hardware design leader, Shishuang Sun, to DensityAI, a startup built largely by former members of its own Dojo team, highlighting intense competition for specialized chip talent.
Charging more may protect profit per vehicle, but it raises the stakes for already-fragile demand.
Apple (AAPL) is expected to reignite growth in the foldable smartphone category when it debuts its f
The volatile token still faces formidable long-term challenges.
Moonshot is seeking up to 30% of Kimi K3 revenue from U.S. cloud giants.
The sector's strongest names are separating from the pack
The company nearly doubled its long-term non-handset target in June, while a faster Apple exit and a cost squeeze went straight into the near-term numbers.