Nvidia’s Huang says the chip industry must grow five to 10 times to supply AI and robotics
Nvidia CEO Jensen Huang told Axios on July 24 that global chip production is five to 10 times too small...
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Tesla Sinks About 15% on a 57% Drop in Q2 Operating Income While Analysts Hold an Average Target Near $412
Tesla's second quarter delivered record revenue and almost no operating profit, and the stock fell about 15% in response. Wall...
Microsoft’s July 29 Earnings Put Azure Growth and Fiscal 2027 Capital Spending in Focus
Microsoft reports fiscal Q4 earnings on July 29 with its shares near a one-year low, down nearly 30% from their...
Michael Burry expands Nvidia short and extends bearish bets across semiconductor stocks
Michael Burry has increased his short position against Nvidia and expanded put positions across the semiconductor sector, according to July...
Big Tech’s $730 Billion AI Bet Splits From the Chip Stocks It Fuels
The four largest hyperscalers are on pace to spend around $730 billion on AI infrastructure in 2026, yet the link...
