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Nvidia

Oracle Beats Estimates as AI Contracts Lift Backlog to $664 Billion

Quarterly results show rapid cloud growth yet leave Oracle facing the challenge of turning a vast contract backlog into steady cash while funding a costly datacenter buildout.

6 ARTICLES

last mo.

AI Competition Shifts to Chips and Power as Anthropic Nears $1 Trillion and Dell Posts Blockbuster Quarter

32 ARTICLES

4mo ago

Nvidia Pushes Into CPUs With Vera and Forecasts $200 Billion Market

61 ARTICLES

5mo ago

Nvidia’s China Chip Opening Stalls After U.S. Approval as Markets Brace for Earnings

41 ARTICLES

7mo ago

Nvidia to Supply 1GW of Vera Rubin to Thinking Machines in Multiyear Deal With Equity Investment

4 ARTICLES

8mo ago

Apple’s Record iPhone Quarter Collides With AI-Driven Memory Squeeze

409 ARTICLES

9mo ago

TSMC's Blowout Quarter Powers Chip Rally, Lifting U.S. Stocks

44 ARTICLES

10mo ago

AI Buildout Splits Market as Infrastructure Stocks Slide and Compute Leaders Press Ahead

61 ARTICLES

10mo ago

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

45 ARTICLES

11mo ago

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

71 ARTICLES

11mo ago

Palantir Sinks for the Week After Blowout Quarter as Karp Rebukes Short Sellers

78 ARTICLES

last yr.

Markets Steady as Nvidia’s After-Hours Earnings Test AI Rally, With $260 Billion Swing Priced In

8 ARTICLES

last yr.

Nvidia’s Jensen Huang Heads to Beijing Under Bipartisan Warning on Chip Exports

7 ARTICLES

last yr.

Nvidia Insiders Offload Over $1 Billion as AI-Fueled Rally Propels Shares to Records

12 ARTICLES

last yr.

Nvidia Surges to $3.8 Trillion Valuation as It Charts Robotics Future

Nvidia

Oracle Beats Estimates as AI Contracts Lift Backlog to $664 Billion

Justice Department Probes Nvidia Licensing Deal With Groq

Nvidia Posts Record Quarter and 70% Guidance as Financing Pause Raises Risk

Markets Re‑price AI Buildout After Report That Nvidia May Back OpenAI Financing

AI Competition Shifts to Chips and Power as Anthropic Nears $1 Trillion and Dell Posts Blockbuster Quarter

Nvidia Pushes Into CPUs With Vera and Forecasts $200 Billion Market

Nvidia’s China Chip Opening Stalls After U.S. Approval as Markets Brace for Earnings

Nvidia to Supply 1GW of Vera Rubin to Thinking Machines in Multiyear Deal With Equity Investment

Apple’s Record iPhone Quarter Collides With AI-Driven Memory Squeeze

TSMC's Blowout Quarter Powers Chip Rally, Lifting U.S. Stocks

Never miss stories about

Nvidia

AI Buildout Splits Market as Infrastructure Stocks Slide and Compute Leaders Press Ahead

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

Palantir Sinks for the Week After Blowout Quarter as Karp Rebukes Short Sellers

Markets Steady as Nvidia’s After-Hours Earnings Test AI Rally, With $260 Billion Swing Priced In

Nvidia’s Jensen Huang Heads to Beijing Under Bipartisan Warning on Chip Exports

Nvidia Insiders Offload Over $1 Billion as AI-Fueled Rally Propels Shares to Records

Nvidia Surges to $3.8 Trillion Valuation as It Charts Robotics Future

Never miss stories about

Nvidia