Tag: Nvidia

The arithmetic looks absurd on paper. Nvidia is paying $12.93 billion for Hugging Face, a platform generating an estimated annualized ...

The arithmetic at Nvidia is becoming difficult to ignore. The company is generating revenue growth north of 100 percent, sitting ...

Dear readers, The number every trading desk has circled on the calendar arrives today, and nobody is pretending to know ...

The arithmetic at Nvidia is starting to demand attention. On one side sits a freshly confirmed $12.93 billion acquisition of ...

Dear readers, Wall Street's rate anxiety hasn't eased since yesterday. The 10-year Treasury yield pushed through 4.8%, and the Dow ...

Dear readers, Yesterday we watched Kevin Warsh open his Jackson Hole keynote and asked how markets would take it. The ...

Dear readers, Yesterday we asked how markets would greet Kevin Warsh's first Jackson Hole address as Fed chair. The answer ...

Dear readers, Yesterday we flagged Nvidia's earnings as the ultimate stress test for the AI trade, with a trillion-dollar valuation ...

Dear readers, Ahead of tomorrow's Nvidia print, capital is already hedging its bets. If the AI hardware cycle stumbles, where ...

Dear readers, We called Nvidia's earnings the definitive stress test for AI spending, and that test arrives Wednesday. But the ...