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Nvidia’s Blowout Quarter Lifts Tech With Q4 Sales Guided to $65 Billion

The surprise reinforced near-term confidence in AI spending despite lingering concerns over sustainability.

Nvidia’s Q3 Report Is the Market’s AI Stress Test

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Microsoft Plans Fourth Major Xbox Layoff Next Week