NVIDIA earnings will test the AI boom as investors assess data-center revenue, Rubin demand, customer concentration and mounting infrastructure financing risks.
Where is Nvidia (NVDA) stock headed by 2030? Will hyperscalers abandon Nvidia, is its CUDA moat eroding, and how is Nvidia protecting its AI lead? Click to find out.
Stellantis shares are down more than 55%. Investors expect action to counter Chinese competition, EV missteps and too many brands. The Leapmotor EV deal is lauded though.
Stripe’s growth and OpenRouter acquisition make a bold case for an AI-driven economic shift. Census data suggests the evidence is more complicated.
New research on billion-dollar Megadeal tax subsidies, like Micron’s $5.5B New York deal, finds a hidden benefit: more innovation among nearby, unrelated local firms.
AI investment is driving U.S. growth but creating financial fragility. Here is what investors should watch as valuations and infrastructure spending climb.
Big Tech faces $3.1 trillion in AI commitments as free cash flow turns negative at major hyperscalers, raising new questions about demand, risk and investor expectations.
Despite racking up more than $2 billion in losses while sticking to a do-it-yourself strategy, buy-now, pay-later pioneer Affirm is finally profitable—and worth $25 billion.
Elon Musk’s DOGE gutted staffing and budgets at NOAA and the National Weather Service early last year. It left fishing fleets, farmers and insurers exposed to the fallout
A TikTok Shop sponsored survey finds it’s the top way consumers discover new products. But then they often buy elsewhere, such as on Amazon, say e-commerce pros.