Tag: Hyperscalers

Nvidia beat on every line. Revenue $96.2 billion against $92.38 billion expected, adjusted EPS $2.22 against $2.09, data center revenue ...

Moody's Analytics Chief Economist Mark Zandi says Nvidia's earnings prove that the AI investment cycle is a "juggernaut" and critical ...

Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending.  Bloomberg Intelligence's ...

Nvidia's moat isn't CUDA anymore Nvidia reports tomorrow, and analyst Patrick Moorhead argues the thing protecting it is no longer ...

Iran promoted a hard-line ex-commander as its top security official, shaking up its highest decision-making body on national defense after ...

Rishi Jaluria, RBC Capital Markets managing director, software equity research, calls Microsoft's fourth-quarter earnings report "fantastic" and expects very high ...

A marathon week of earnings from Wall Street banks and some of the world's biggest tech companies has delivered the ...

Stocks rebound from a brief geopolitical risk-off spell and oil rally cools after the US and Iran trade airstrikes. SK ...

The AI boom has fueled one of the strongest market rallies in years. The next challenge is proving it can ...

Royal Bank of Canada Chief Executive Officer Dave McKay talks about SpaceX going public, how artificial intelligence is being used ...