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Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving demand for its computer chips.
Jim Cramer was supposed to be on vacation. Instead, the MadMoney host was looking at three critical market signals that, in his view, can tell investors all they need to know. Two of them were the usual suspects: bonds and oil. The third, though, was Nvidia (NVDA), a surprise, to say ...
OpenAI's IPO target is colliding with SoftBank's 2027 deadline.
Both earnings and revenue growth were the highest since 2021.
Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...
Investors believe Anthropic could target an IPO valuation north of $2 trillion, according to the Financial Times.
Moby summary of Advanced Flower Capital Inc.'s Q2 2026 earnings call
Moby summary of Applied Industrial Technologies, Inc.'s Q4 2026 earnings call
Moby summary of LENSAR, Inc.'s Q2 2026 earnings call
The market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call.
The new jobs report may have complicated the decision.
Nvidia CEO Jensen Huang has spent years telling investors his chips are indispensable to the future of computing. On Aug. 10, he tried something bolder, convincing some of the most powerful money managers on Wall Street to treat those same chips like an entirely new kind of investment. One that ...
American households just posted their first debt decline in six years, and economists are calling it a warning sign rather than a milestone. The real numbers buried inside the Federal Reserve's latest report paint a picture that should worry anyone watching the consumer economy.
Cerebras stock fell on Thursday after the chipmaker's latest quarterly results failed to impress investors.
Cerebras stock fell on Thursday after the chip maker's latest quarterly results failed to impress investors.
Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it increasingly derived revenue from cloud computing rather than its AI chips.
While federal funds rate reductions this year were once viewed as a lock, how the Fed will manage its benchmark interest rate from here is now anyone's guess.
When grocery bills and utility payments arrive monthly but your dividends do not, the timing gap quietly erodes retirement income. These five stocks close that gap while navigating rising interest costs, REIT transitions, and a Fed that could move again before year end.
Those who bet against Apple often lose in the long run.
Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia. The order is in the range of 100 billion rupees to 150 billion rupees (($1.05 billion - $1.57 billion), the company said. ($1 = 95.3600 Indian rupees) (Reporting by Mridula Kumar in Bengaluru; Editing by Sonia Cheema)
Aug 13 (Reuters) - Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia.
Apple is facing a new chapter as Tim Cook steps down.
Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source familiar with the matter, as the Claude maker explores acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. • Decart, which develops AI infrastructure and optimization technology as well as its own AI models, could help Anthropic absorb more demand, the source said.
Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter.
The first of three puzzle pieces used to calculate Social Security's annual raise was just announced.
A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Moby summary of Liquidia Corporation's Q2 2026 earnings call
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