Browsing Tag
NVIDIA
383 posts
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
Samsung Electronics posts record Q1 2026 with KRW 57.2T operating profit as HBM4 ships to NVIDIA Vera Rubin
Samsung Electronics posted record KRW 57.2T operating profit, but the harder question is whether one HBM4 win can hold against SK Hynix dominance.
Cognizant Q1 2026 results show AI margin push as CTSH faces demand pressure
Cognizant has AI momentum, but demand is softening. Project Leap may decide whether bookings convert into durable margin expansion.
SLB Q1 2026 revenue rises 3% as ChampionX offsets international slowdown
SLB’s revenue grew, but margins cracked under Middle East disruption. ChampionX and AI now carry more of the recovery story.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.
Intel (INTC) crushes Q1 2026 earnings forecasts for sixth straight quarter as AI server CPU demand outpaces supply
Intel INTC beats Q1 2026 estimates by the widest margin in years. Revenue up 7%, DCAI surges 22%, 18A on track. Read what it means for Intel Foundry and the CPU race.
Arvind Krishna makes the case that AI complexity is IBM’s opportunity: Q1 2026 strategy in full
IBM CEO Arvind Krishna's Q1 2026 vision: AI governance, data sovereignty, mainframe acceleration, and the Confluent bet explained. Read IBM's full strategic case here.
SK hynix near all-time high as record Q1 2026 earnings confirm AI memory supercycle thesis
SK hynix posts record Q1 2026 results: 37.61 trillion won operating profit at 72% margin. What the numbers mean for AI memory and semiconductor investors. Read more.