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CoreWeave CEO warned Nvidia must scale AI capacity or risk customers shifting to Advanced Micro Devices amid its 5GW IREN deal.
US job cuts jumped 38% in April as hiring plans weakened and AI-driven restructuring accelerated across industries.
Trump is reportedly inviting tech and business leaders including CEOs of Boeing, NVIDIA, Apple, and others to accompany him on China trip.
Jim Cramer said Nvidia remains hard to beat as its $500 million Corning bet strengthens AI infrastructure leadership.
IREN Ltd.
NVIDIA (NASDAQ:NVDA) and IREN Limited (NASDAQ:IREN) ("IREN") today announced a strategic partnership to accelerate deployment of next-generation AI infrastructure.As part of the partnership:NVIDIA and IREN intend to
Goldman raised Nvidia estimates 12% before May 20 earnings. CY26/27 EPS sit 14%–34% above consensus. The bar is high.
Anthropic's reported deal for SpaceX/xAI compute suggests Elon Musk may turn Nvidia GPU leasing into SpaceX's next major revenue stream.
Retail investors want more exposure to pre-IPO companies, including a software company that counts Nancy Pelosi as a key investor.
Jim Cramer asks if AMD is like Secretariat, the race horse who won the Belmont Stakes, finishing 31 lengths ahead of the field.