Tag: Nvidia

Dear readers, The bond market flagged the stress yesterday; today the growth data explains where it's coming from. The U.S. ...

Dear readers, The Federal Reserve delivers its rate decision this afternoon, and for once the suspense isn't really about the ...

Dear readers, Yesterday we left Brent crude pressing against the $100 ceiling, waiting to see how far the standoff around ...

The juxtaposition could hardly be starker. One of Nvidia's board members is quietly liquidating shares at a pace approaching $1.5 ...

The numbers that Nvidia posted for its fiscal second quarter of 2027 were always going to be large. Revenue of ...

For all the noise surrounding Nvidia's blockbuster acquisition of Hugging Face, the most telling detail of the company's recent activity ...

Wall Street's bull case for Nvidia has never been more straightforward: Rosenblatt Securities reaffirmed its "Buy" rating on Sunday with ...

The arithmetic of artificial intelligence is no longer just about who builds the fastest chip. It is increasingly about who ...

Dear readers, Yesterday's forecast was for a soft print, and the market had already positioned for it. Instead, the Bureau ...

The arithmetic of Nvidia's ambitions is getting harder to ignore. The chipmaker has just sealed its acquisition of Hugging Face ...