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The Hugging Face deal looks like a win for Nvidia, but it might not be for the reason that you think.

The earnings report for Nvidia, the world's most valuable company, could have huge economic ramifications.

Moby summary of United Natural Foods, Inc.'s Q4 2026 earnings call

Moby summary of Gamehaus Holdings Inc.'s Q4 2026 earnings call

Moby summary of ABM Industries Incorporated's Q3 2026 earnings call

Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.

The Nvidia chief posted two numbers. Only one of them is tradable.

The federal government invest $100 million into the company.

Stocks fell on Monday as long-dated bond yields continued to climb amid surging oil prices, raising concerns that the Federal Reserve will need to hike rates at its policy meeting next week.

Stocks rose after the monthly jobs report

AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena and Google lag.

There's no need to rush after IPO stocks.

Despite macro headwinds and trade tariff concerns, retail sentiment on Stocktwits flipped to ‘bullish’ on SPY and QQQ.

The stock market’s No. 1 catalyst is fueling already elevated inflation.

What caused bond yields to surge? And why is Nvidia expanding its presence in the AI boom? Plus, how did markets react to Apple's new CEO? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them.

ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.

What does a record-size stock market debut do to a broker that earns interest on its clients' idle cash?

When the words “not seen since 2007” are thrown around, investors start to look harder at what’s going on with bonds.

AI companies continue to raise new capital to fund growth.

Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.

Anthropic stands ready to dethrone Elon Musk’s SpaceX, which rewrote Wall Street’s record books in June.

The world’s supply of computing power is unlikely ever to catch up with AI demand, according to the boss of Nvidia partner Iren, who called the...

With Nscale closing a $3.5 billion pre-IPO round and targeting a New York IPO as early as late September, the compute landlord thesis is entering a phase it has not reached before: public market validation. Infrastructure providers — the landlords of the compute era — are positioning themselves to reach public investors ahead of the […]

If interest rates rise, writing a prescription today for the State Street Health Care Select Sector SPDR ETF is a smart idea.

NVIDIA announced on September 3, 2026, that it will acquire Hugging Face for $12.93 billion, a deal structured as approximately $11.9 billion in cash and up to $1 billion in equity retention for staff. As detailed in the official announcement, this acquisition marks the definitive transition of the compute landlord thesis from theory to structural […]

The last big acquisition now anchors a $31 billion business line. The next one runs at more than $150 million a year.

Lululemon shares plunged after another guidance cut.

$851 Billion Profit Projection $851 billion. That is the approximate annual net income NVIDIA (NASDAQ:NVDA) would generate three years out if Wall Street’s forecast of a 64% compounded EPS growth rate plays through, applied to a trailing-12-month base of roughly $193 billion in net income and $7.91 in TTM diluted EPS. For context, Saudi Aramco […]

A reported funding round would deepen ties between the chipmaker and a fast-growing compute supplier.

History implores investors not to miss the forest for the trees.