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Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges
Insider Monkey10d agobullish
Amazon Triples Its NVIDIA GPU Orders to 3 Million Chips as AI Demand Surges

Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA Corporation (NASDAQ:NVDA) announced an expanded deal on August 26 that will bring an additional 2 million Nvidia GPU processors to Amazon data centers, building on AWS’s earlier plan to add more than 1 million NVIDIA GPUs starting in 2026. The new processors, which include NVIDIA’s Blackwell Ultra, Rubin and Rubin […]

Should You Buy AppLovin Stock For Its Widening Margin?
Trefis10d agobullish
Should You Buy AppLovin Stock For Its Widening Margin?

AppLovin (APP) stock trades at $312.01, at about 43% of its 52-week high, after a 44.6% fall over the past three months. After the June quarter, the market treated one light quarter of model improvement as the growth engine breaking, though year-over-year revenue growth had already slowed in each of the last three quarters. One number argues the operating business kept getting more profitable straight through it: an operating margin of 77.4% over the trailing twelve months, up from 69.6% a year