Markets · AI Chips & Compute
Nvidia Reverses Sharply on Friday After Post-Earnings Surge, CNBC Column Points to Fed
Nvidia shares dropped 4.6% Friday after a post-earnings pop. CNBC column points to Fed comments and short-selling pressure.
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Nvidia shares dropped 4.6% Friday after a post-earnings pop. CNBC column points to Fed comments and short-selling pressure.
Marvell Technology shares fell 8% after its raised fiscal 2028 outlook disappointed investors, despite quarterly revenue beating estimates on robust AI chip demand.
A Quantum Bit analysis argues that vision-based tactile sensors, despite their popularity, face low technical barriers, poor durability, and unresolved algorithmic issues, making their investment value questionable.
Nvidia's strong results reignited AI stock rally; market awaits Fed's Warsh at Jackson Hole.
Strong earnings from Nvidia, Salesforce and CrowdStrike lifted tech stocks; Apple plans Sept. 9 event for a foldable iPhone.
CrowdStrike and Okta shares jumped 15% and 20% after strong earnings, as AI threats boost cybersecurity spending.
Student startup's AI magnifier for kids focuses on character guidance, launching next month.
MiniMax 发布 2026 年中期业绩，上半年收入 1.17 亿美元，同比增长 283.1%，B 端业务占比升至 63.4%，企业客户与开发者数量突破 200 万。
Nvidia reported Q2 revenue of $96.2 billion, up 106%, and announced Amazon will add 2 million more GPUs to AWS, expanding their partnership.
Deep Cogito has raised $43M for self-improving AI models, with TQ Ventures leading the Series A.
Nvidia posted record $96.2 billion quarterly revenue and forecast $108 billion next quarter; economist Mark Zandi says AI drives at least a quarter of growth.
Salesforce beats estimates, expands Anthropic partnership with Claudeforce plugin; shares rise in after-hours trading.
OpenAI lost over a dozen executives, including data center chief Chris Malone, ahead of a possible IPO.
Nvidia, CrowdStrike and Salesforce post earnings Wednesday; AI competition and software growth in focus.
Unitree's $66B valuation halved as physical AI startups struggle with data scarcity, prompting developers to seek new training methods.
Futures flat ahead of Nvidia earnings; PCE inflation hot. Analysts debate Nvidia disclosures; Intuit, Zoom, Smucker and retailers move.
Boston Scientific disclosed a cyberattack this week that disrupted its systems and shipments; shares fell 3.5% in premarket trading.
Seoul stocks rose nearly 1% on chip buybacks and easing conditions, with investors awaiting Nvidia earnings; won movement reported inconsistently.
SK Biopharmaceuticals has signed a licensing-in agreement worth about 1.9 trillion won ($795 million) with a U.S. company for an epilepsy drug candidate.
Robotics startup Generalist is now valued at $3 billion after raising fresh capital led by 8VC, sources say.
Gatik raised $200M in Series D to expand its driverless fleet to over 100 trucks by year-end, backed by QIA and Koch.
Autonomous short-haul trucking startup Gatik raised $200 million in its largest funding round to date, two months after a PepsiCo deal, according to TechCrunch.
Keenable raised $26M from Accel to build web search for AI agents; its 100B-document index is already in production.
Nvidia's earnings will test hyperscaler dependence concerns; Cisco/Nvidia expand AI factories; Nvidia debuts edge robotics chip.