AI
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Nvidia Finds a Back Door Into China. Vera Could Unlock a New Phase of Growth
Nvidia’s decision to begin selling its Vera processors in China could prove to be one of the most important developments…
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Oracle Beats Q4 Expectations, But Heavy AI Spending Spooks Investors. Stock Down 10% in Premarket.
Oracle delivered a powerhouse performance for its fiscal fourth quarter of 2026, easily skating past Wall Street’s expectations on both…
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Middle East peace deal delay threatens AI rally
Key takeaways Continued hostilities in the Middle East leads to another day of gains for oil Stocks in Europe are…
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AI War: Nvidia’s Chinese Paradox and the Myth of Technological Decoupling
At the intersection of geopolitics and financial markets, the most intriguing paradox of the modern semiconductor sector is unfolding. The…
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Oracle and Alphabet shares fall amid AI funding concerns
Oracle (ORCL.US) shares fell more than 4% in premarket trading on Tuesday, giving back part of the nearly 10% gain…
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Is Nvidia’s new era beginning today?
While most investors still view Nvidia primarily through the lens of powerful graphics processors driving data centers, the company has…
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Asian stocks gain, Nikkei 225, KOSPI hit fresh record highs on AI optimism
Asian equities advance as tech shares extended gains on continued enthusiasm for the AI-driven rally. Japan’s Nikkei 225 and South…
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Dell surges 40% amid very strong earnings report. The next AI winner?
Dell Technologies (DELL.US) reported fiscal Q1 2027 results that reinforce its position as one of the biggest beneficiaries of the…
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Nvidia and 150 Billion Reasons Why Taiwan Is Becoming the Center of the AI World
Nvidia’s latest investment in Taiwan could become one of the most important geopolitical and technological developments of this decade. Jensen…
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Nvidia results overview
Key takeaways Record breaking revenues and forecasts were the highlight Costs rose and so did shareholder returns, including the dividend…
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