Nvidia earnings takeaways: Data center revenue nearly doubles, report is strong but stock slides
On the earnings call with analysts, CEO Jensen Huang explains the reason behind the chipmaker’s reporting change.
U.S. crude oil falls below $100 per barrel after Trump says Iran talks in final stages
Trump told reporters that the administration was in the “final stages” of negotiations with Iran, according to a pool report.
UK announces ‘historic’ trade deal with Gulf states in G7 first
The U.K. is the first G7 country to secure a trade agreement with the GCC.
Nvidia’s post-earnings gains may hinge on sales to China. Here’s why
CEO Jensen Huang, who traveled last week to Beijing with President Trump this month, said Monday he believes the Chinese market will reopen to Nvidia.
This stock will be a big winner as Iran disrupts the global energy market. Investors haven’t realized it yet
Each day the Strait of Hormuz remains blocked, the likelihood grows that energy prices will remain higher for longer than many are predicting.
Here’s how Nvidia has traded each of the last 16 quarters
Options pricing has overestimated the size of Nvidia’s post-report swing six of the past seven quarters, and 14 of the past 20, according to Cboe LiveVol data.
Bezos says 2-3 year timeline for space data centers is a ‘little ambitious’
Space companies are racing to make data centers in space a reality, as artificial intelligence skyrockets demand for energy and land resources.
Bezos brushes off concerns of an AI bubble: ‘You shouldn’t worry about it’
Amazon founder Jeff Bezos shrugged off concerns of a looming AI bubble, saying the massive investments will ultimately drive the technology forward over time.
AllianceBernstein reveals its top defense stock pick as Europe’s military manufacturers retreat
Budget uncertainty and “procurement bureaucracy” have hindered Europe’s defense sector this year, AllianceBernstein said.
