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NVDA
Supermicro stock plunges 26% after US charges co-founder with conspiracy to smuggle Nvidia chips to China
Supermicro stock plummeted after an unsealed indictment revealed that the US charged two Supermicro employees and a contractor with smuggling servers containing Nvidia chips to China.
NVDA
NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,
NVIDIA (NASDAQ:NVDA) is generating revenue at a pace that most companies never reach in a lifetime, and the fundamental machinery driving that growth is accelerating, not plateauing. With Q4 FY2026 revenue of $68.13 billion, up 73.2% year-over-year, this is not a company riding a wave. It is the wave. Pillar One: The Earnings Catalyst That ... NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,
ORCL
NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,
NVIDIA (NASDAQ:NVDA) is generating revenue at a pace that most companies never reach in a lifetime, and the fundamental machinery driving that growth is accelerating, not plateauing. With Q4 FY2026 revenue of $68.13 billion, up 73.2% year-over-year, this is not a company riding a wave. It is the wave. Pillar One: The Earnings Catalyst That ... NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,
MSFT
NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,
NVIDIA (NASDAQ:NVDA) is generating revenue at a pace that most companies never reach in a lifetime, and the fundamental machinery driving that growth is accelerating, not plateauing. With Q4 FY2026 revenue of $68.13 billion, up 73.2% year-over-year, this is not a company riding a wave. It is the wave. Pillar One: The Earnings Catalyst That ... NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,
GOOGL
The Uber Technologies (UBER) Implosion: Why a 70% Valuation Haircut Is Closer Than You Think
Uber Technologies (UBER) is a $156 billion company today. Yesterday, Uber announced a massive, multi-year strategic partnership with Rivian to deploy up to 50,000 fully autonomous robotaxis. Uber is committing to invest up to $1.25 billion into Rivian through 2031, starting with an initial $300 million injection. The remaining capital is tied to Rivian hitting […]
GOOGL
Automation Was Meant To Replace Drivers — Instead, Gig Workers Earn Up To $24 Just To Shut Waymo Doors
A gap in self-driving technology is exposing the limits of automation. Gig workers in several U.S. cities are being paid to close Waymo robotaxi doors that won't drive off until fully closed. A Reddit post claimed to show a DoorDash Inc. (NYSE:DASH) offer in downtown Atlanta asking a driver to locate a Waymo vehicle and shut the door. The listing included a $6.25 base payment and a $5 completion bonus. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most
MSFT
Meta Joins OCI Group As AI Links And Valuation Draw Investor Focus
Meta Platforms joined AMD, Broadcom, Microsoft, NVIDIA and OpenAI to form the Optical Compute Interconnect (OCI) MSA, an industry group focused on open optical links for AI infrastructure. The OCI MSA aims to create an open, multi vendor specification for high performance, power efficient optical interconnects used in large scale AI clusters. This move positions Meta as an active participant in setting technical standards that could influence how future AI data centers are built and...
AVGO
Meta Joins OCI Group As AI Links And Valuation Draw Investor Focus
Meta Platforms joined AMD, Broadcom, Microsoft, NVIDIA and OpenAI to form the Optical Compute Interconnect (OCI) MSA, an industry group focused on open optical links for AI infrastructure. The OCI MSA aims to create an open, multi vendor specification for high performance, power efficient optical interconnects used in large scale AI clusters. This move positions Meta as an active participant in setting technical standards that could influence how future AI data centers are built and...
NVDA
Meta Joins OCI Group As AI Links And Valuation Draw Investor Focus
Meta Platforms joined AMD, Broadcom, Microsoft, NVIDIA and OpenAI to form the Optical Compute Interconnect (OCI) MSA, an industry group focused on open optical links for AI infrastructure. The OCI MSA aims to create an open, multi vendor specification for high performance, power efficient optical interconnects used in large scale AI clusters. This move positions Meta as an active participant in setting technical standards that could influence how future AI data centers are built and...
AMD
Meta Joins OCI Group As AI Links And Valuation Draw Investor Focus
Meta Platforms joined AMD, Broadcom, Microsoft, NVIDIA and OpenAI to form the Optical Compute Interconnect (OCI) MSA, an industry group focused on open optical links for AI infrastructure. The OCI MSA aims to create an open, multi vendor specification for high performance, power efficient optical interconnects used in large scale AI clusters. This move positions Meta as an active participant in setting technical standards that could influence how future AI data centers are built and...
NVDA
VanEck Associates More Than Doubled Its Stake in AST SpaceMobile. Is Now a Smart Time to Buy Shares of the Satellite Manufacturer?
AST's stock is not cheap, but it's closer than ever before to earning a profit.