Rivian’s Q2 Beat Masks a $14 Billion Liquidity Cushion and 2028 Robotaxi Roadmap
Rivian's second quarter beat Wall Street on both revenue and earnings, with record gross profit near $180 million, yet shares…
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Amazon, Alphabet, and Microsoft Plan Nearly $600 Billion in Capital Spending as TSMC Stands to Benefit
Amazon, Alphabet, and Microsoft are set to spend nearly $600 billion combined on data center capacity this year as cloud…
Berkshire Hathaway Raises Alphabet Stake to 106 Million Shares
Berkshire Hathaway lifted its Google stake to roughly 106 million shares by the end of the second quarter, a position…
Morgan Stanley Sees Nvidia’s $500 Billion Neocloud Financing Driving Major Revenue Upside
Nvidia this week unveiled $500 billion in third-party capital for AI infrastructure, drawing mixed reactions on Wall Street. Morgan Stanley…
Nvidia to Invest Up to $3 Billion in Power Developer Lancium
Nvidia will invest up to $3 billion in power infrastructure developer Lancium, the company behind the Stargate data center site…
