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Nvidia is seeing ‘insatiable’ demand, but these are the key questions
Investors are focused on the Blackwell ramp, prospect of an “air pocket” and margin trends.MarketWatch - Business -
The 84-Year-Old Man Who Saved Nvidia
It’s a $2 trillion company today. It wouldn’t exist without someone known as Irimajiri-san.The Wall Street Journal - World -
The 84-Year-Old Man Who Saved Nvidia
It’s a $2 trillion company today. It wouldn’t exist without someone known as Irimajiri-san.The Wall Street Journal - Business -
Jim Cramer's week ahead: Earnings from Nvidia, Target, Macy's
CNBC's Jim Cramer highlighted earnings reports from Palo Alto Networks, Toll Brothers, Ross Stores and Deckers Outdoor.CNBC - Business -
AMD supplants Nvidia as this analyst’s top chip stock — but he still likes both
AMD’s stock advances as Wolfe Research writes positively of the company’s AI traction.MarketWatch - Business -
CoreWeave, an AI cloud-computing startup backed by Nvidia, has raised $7.5 billion from investors.
CoreWeave, an AI cloud-computing startup backed by Nvidia, has raised $7.5 billion from investors.The Wall Street Journal - World -
Nvidia and 2 other portfolio stocks report earnings next week. Here's what we want to see from each
There will be less economic data in the week ahead, but we will get earnings from three portfolio names, including one of our two "own, don't trade" stocks.CNBC - Business -
The Race to Buy TikTok Is On—but There Might Not Be a Winner
Investors are interested in buying TikTok so that it can avoid a US ban. But even if ByteDance accepts, a takeover will be far from simple.Wired - Tech - Tiktok