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Mon Aug-31 23:42:45

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🗞️ News

Nvidia Took Claude From 30% to 100% - Without Building a Better Model

Thu Aug-27 14:10:44product65

Nvidia demonstrated that its agent infrastructure significantly improved Claude's performance on complex tasks, highlighting the value of its software ecosystem over raw model capabilities.

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Micron Stock Faces Tight Supply as AI Demand Accelerates

Thu Aug-27 14:10:25earnings85

Micron Technology reported record fiscal Q3 2026 revenue of $41.5 billion and provided strong Q4 guidance amid persistent AI-driven memory supply constraints.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ FRESHTSM ▲ REPRICINGAVGO ▲ REPRICINGwww.barchart.com ↗

Anthropic signs $45 billion cloud computing deal with Nscale

Thu Aug-27 14:01:07partnership65

Anthropic signed a $45 billion cloud computing deal with Nscale and has recently secured significant compute partnerships with Microsoft, AMD, Amazon, Google, and Broadcom.

MSFT ▲ FRESHAMD ▲ FRESHAMZN ▲ FRESHGOOGL ▲ FRESHAVGO ▲ REPRICINGNVDA · PRICEDqz.com ↗

Nvidia Stock Q2 2027: Less Global, More Regime-Driven (NASDAQ:NVDA) | Seeking Alpha

Thu Aug-27 14:00:29earnings85

Nvidia reported fiscal Q2 2027 earnings that beat estimates by 5-10%, but the stock reaction was ambivalent amid concerns over global competition and sovereign alternatives.

NVDA · PRICEDAMD · FRESHAVGO · REPRICINGQCOM · REPRICINGTSM · REPRICINGseekingalpha.com ↗

NVIDIA's Biggest AI Bottleneck Isn't Demand -- It's Memory - SAMSUNG ELECT LTD by Samsung Electronics Co., L

Thu Aug-27 13:50:43other65

Nvidia's strong earnings outlook and persistent AI memory supply constraints are driving increased demand and elevated prices for memory suppliers like Micron.

NVDA ▲ PRICEDMU ▲ PRICEDwww.benzinga.com ↗

Alphabet Loses $692 Billion in Market Value as AI Questions Rise

Thu Aug-27 13:40:12analyst65

Alphabet has lost $692 billion in market value as investors raise questions about the company's artificial intelligence strategy and returns.

GOOGL ▼ FRESHMSFT · FRESHMETA · FRESHAMZN · FRESHNVDA · PRICEDwww.bloomberg.com ↗

Could Meta's teen settlement be less painful than feared? Citi weighs in By Investing.com

Thu Aug-27 13:31:01analyst65

Citi reiterates a Buy rating on Meta, arguing the $18 billion teen safety settlement removes a major overhang with manageable operational impact.

META ▲ FRESHwww.investing.com ↗

GoogleBook to bring Android, Gemini AI to high-end laptops

Thu Aug-27 13:21:36product65

Google is preparing to launch 'GoogleBook', a new high-end laptop platform integrating Android, Chrome, and Gemini AI, scheduled for a media preview on September 15.

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Stock Market Today (Aug. 27, 2026): Nasdaq climbs after Nvidia earnings beat

Thu Aug-27 13:21:13earnings85

Nvidia stock rose 7% in premarket trading after reporting fiscal second-quarter earnings and revenue guidance that exceeded Wall Street estimates.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGQCOM · FRESHTSM · REPRICINGMU · PRICEDASML · REPRICINGSMCI · PRICEDAAPL · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.sunherald.com ↗

China Bans Hidden Door Handles From 2027: Why 4.3 Million Cars Are Being Recalled Over Crash Safety Risks

Thu Aug-27 13:21:07regulatory65

China has banned hidden door handles on new vehicles starting in 2027 and ordered Tesla and other automakers to recall 4.3 million vehicles due to crash safety risks.

TSLA ▼ FRESHwww.newsx.com ↗

'Protect our kids too': EU calls on Meta after U.S. deal

Thu Aug-27 13:14:10regulatory65

The European Union is urging Meta to extend child-safety restrictions from its recent US settlement to European users, increasing global regulatory pressure and compliance costs.

META ▼ FRESHwww.newsofbahrain.com ↗

EU urges Meta to introduce US-style child safety measures in Europe

Thu Aug-27 13:14:08regulatory65

The European Commission is urging Meta to implement US-style child safety measures in Europe following its recent settlement with US state attorneys general.

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Meta is running a casino in your child's pocket

Thu Aug-27 13:13:57regulatory65

Opening statements have begun in a federal trial where state attorneys general accuse Meta of exploiting children through addictive algorithms.

META ▼ FRESHwww.washingtonexaminer.com ↗

The White House's preferred economic tools are hitting snags

Thu Aug-27 13:12:52regulatory65

The Trump administration's export control regime is facing significant operational bottlenecks with license approvals taking over a year, creating uncertainty for US technology exporters.

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Inside Google's Vizag data centre: fast approval, GPS for fishermen, AI corridor | Mint

Thu Aug-27 13:12:06partnership65

Google announced a $15 billion partnership with Adani Enterprises and Bharti Airtel to build a 1GW data center in Visakhapatnam, India, marking its largest facility outside the US.

GOOGL ▲ FRESHMSFT · FRESHAMZN · FRESHMETA · FRESHwww.livemint.com ↗

Meta settlement opens new front in global fight over social media harm

Thu Aug-27 13:11:53regulatory65

Meta's settlement with U.S. states regarding teen social media harm has intensified global regulatory scrutiny and enforcement efforts in Australia and other regions.

META ▼ FRESHGOOGL · FRESHwww.japantimes.co.jp ↗

Broadcom's Apple Shield Faces Google's Marvell Detour

Thu Aug-27 13:10:35partnership65

Google expanded its custom chip partnership with Marvell, potentially reducing reliance on Broadcom, while Apple's multi-year agreement continues to provide significant revenue stability for Broadcom.

AVGO ▼ REPRICINGAAPL ▲ FRESHGOOGL ▲ FRESHMETA · FRESHca.finance.yahoo.com ↗

Apple is launching iPhone 18 Pro on September 9, here is everything you can expect from it

Thu Aug-27 13:04:50product65

Apple confirmed a September 9 launch event for the iPhone 18 Pro and a new foldable model featuring the A20 Pro chip manufactured on TSMC's 2nm process.

AAPL ▲ FRESHTSM ▲ REPRICINGwww.indiatoday.in ↗

Why this could be the next big Nvidia stock catalyst, just like it was for Apple

Thu Aug-27 13:04:45analyst65

Evercore ISI analyst Mark Lipacis projects Nvidia will return $115 billion to shareholders in 2026 and $230 billion in 2027, predicting P/E multiple expansion similar to Apple's 2015 trajectory.

NVDA ▲ PRICEDAAPL · FRESHfinance.yahoo.com ↗

Nvidia Tops Earnings Expectations, Stock Surges 4% in After-Hours Trading

Thu Aug-27 13:04:07earnings95

Nvidia reported quarterly revenue that more than doubled and exceeded forecasts by the largest margin in two years, causing its stock to surge 4% in after-hours trading.

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Big Tech's AI spending is bigger than you think

Thu Aug-27 13:04:05analyst65

Morgan Stanley analysis reveals that major tech companies including Google, Meta, Microsoft, Amazon, Nvidia, and Broadcom have accumulated $1.7 trillion in off-balance-sheet purchase commitments for AI infrastructure, raising concerns about leverage.

GOOGL ▼ FRESHMETA ▼ FRESHMSFT ▼ FRESHAMZN ▼ FRESHNVDA · PRICEDAVGO · REPRICINGAAPL ▼ FRESHTSLA ▼ FRESHAMD ▼ REPRICINGQCOM ▼ FRESHMU ▼ PRICEDTSM ▼ REPRICINGASML ▼ FRESHSMCI ▼ PRICEDPLTR ▼ FRESHwww.axios.com ↗

With new Mac mini and Studio, Apple reveals its AI plan and it is glorious for consumers

Thu Aug-27 13:03:34product65

Apple launched new Mac mini and Mac Studio models featuring M6 and M5 Ultra chips designed to enable local execution of advanced AI models for consumers.

AAPL ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHNVDA · PRICEDwww.indiatoday.in ↗

Las Vegas Just Approved 8,000 Driverless Taxis - The QR Code Is How You Get In and Why That Matters More Than the Car Itself - QR Code Press

Thu Aug-27 13:03:18regulatory65

The Nevada Transportation Authority approved permits for up to 5,000 driverless Tesla robotaxis in Las Vegas, marking a significant regulatory milestone for autonomous vehicle deployment.

TSLA ▲ FRESHwww.qrcodepress.com ↗

Kuehne + Nagel - Apex chip smuggling investigation hits the wires

Thu Aug-27 13:02:58regulatory65

The US government is investigating logistics provider Apex Logistics for allegedly smuggling Nvidia AI chips to China, posing a regulatory risk to Nvidia's export compliance.

NVDA ▼ PRICEDAMD · REPRICINGQCOM · FRESHTSM · REPRICINGASML · FRESHtheloadstar.com ↗

Aker jumps 7% after portfolio company Nscale wins $45 billion AI compute contract By Investing.com

Thu Aug-27 13:02:46partnership65

Nscale, an AI infrastructure provider backed by Nvidia, secured a $45 billion contract to provide AI compute capacity, signaling sustained strong demand for AI infrastructure.

NVDA ▲ PRICEDSMCI ▲ PRICEDAMD ▲ REPRICINGGOOGL ▲ FRESHMSFT ▲ FRESHAMZN ▲ FRESHMETA ▲ FRESHwww.investing.com ↗

Elon Musk's SPCX Now Accounts for 5% of Nvidia Revenue, Gene Munster Says: 'The Script Has Flipped'

Thu Aug-27 13:01:17other65

Analyst Gene Munster estimates that SpaceX now accounts for approximately 5% of Nvidia's revenue, highlighting the company's emergence as a major hyperscaler customer.

NVDA ▲ PRICEDMETA · FRESHAMZN · FRESHwww.benzinga.com ↗

Nvidia Agrees to Acquire Hugging Face For $12.9 Billion In One of Its Largest Acquisitions So Far As It Expands Control Of Open-Source AI Models: Report

Thu Aug-27 13:01:05m&a90

Nvidia has reportedly agreed to acquire open-source AI platform Hugging Face for $12.9 billion to strengthen its control over AI model ecosystems.

NVDA ▲ PRICEDGOOGL · FRESHMSFT ▼ FRESHMETA ▼ FRESHAMD ▼ REPRICINGwww.benzinga.com ↗

Dow Falls Over 100 Points Following PCE Inflation Data: Investor Sentiment Weakens, Fear & Greed Index Moves to ‘Neutral’ Zone

Thu Aug-27 13:01:03earnings95

Nvidia reported better-than-expected second-quarter financial results and issued a strong revenue forecast for the current quarter.

NVDA ▲ PRICEDwww.benzinga.com ↗

NVIDIA CFO Says Expects Demand From The AI Labs To Contribute Toward Roughly 1/4 Of Our Business Next Year; Sees Vera Rubin Accounting For About 20% Of Data Center Revenue In Q3

Thu Aug-27 13:00:47guidance65

Nvidia's CFO provided forward-looking guidance stating that AI lab demand will constitute approximately 25% of next year's business and Vera Rubin chips will account for about 20% of Q3 data center revenue.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGMU ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

NVIDIA CFO Says We Have Invested $50B In Frontier Labs; OpenAI's Existing, Planned Commitments Represent Around 12GW Of NVIDIA Compute

Thu Aug-27 13:00:45other65

Nvidia's CFO disclosed a $50 billion investment in frontier AI labs and noted that OpenAI's commitments represent approximately 12GW of Nvidia compute capacity.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.benzinga.com ↗

Nvidia CFO Sees Vera Rubin Product Ramp as Fastest in Company's History

Thu Aug-27 13:00:43product65

Nvidia's CFO stated that the ramp-up of its Vera Rubin product line is proceeding at the fastest pace in the company's history.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGASML · FRESHMU ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

Nvidia CFO Says Vera Rubin Revenue Opportunity Is $40B Per GW; Sees Vera Rubin Deployed by Every Hyperscaler, AI Lab, Neocloud, System OEM

Thu Aug-27 13:00:42guidance65

Nvidia's CFO projected a $40 billion per gigawatt revenue opportunity for its Vera Rubin architecture and confirmed broad deployment across hyperscalers and OEMs.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGASML ▲ FRESHMU ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

NVIDIA CFO Says Commenced Production Shipments Of Vera Rubin Earlier This Month

Thu Aug-27 13:00:39product75

Nvidia's CFO confirmed that production shipments of the Vera Rubin chip platform commenced earlier this month.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGMU ▲ PRICEDASML · FRESHSMCI ▲ PRICEDwww.benzinga.com ↗

Nvidia CFO Says Demand Signals Support Growth Doubling Next Year

Thu Aug-27 13:00:38guidance85

Nvidia's CFO stated that current demand signals support the company's growth doubling in the next year.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM · REPRICINGSMCI · PRICEDMU · PRICEDwww.benzinga.com ↗

Nvidia CFO Sees Roughly 70% Revenue Growth in FY28; Says FY28 Outlook Is Supply Constrained

Thu Aug-27 13:00:34guidance85

Nvidia's CFO projected approximately 70% revenue growth for fiscal year 2028, noting that the outlook is constrained by supply rather than demand.

NVDA ▲ PRICEDAMD ▲ REPRICINGAVGO ▲ REPRICINGTSM ▲ REPRICINGASML ▲ FRESHMU ▲ PRICEDSMCI ▲ PRICEDwww.benzinga.com ↗

NVIDIA Says Will Be Shipping Both Blackwell And Rubin Systems In Future And Currently Experiencing Certain Supply Constraints

Thu Aug-27 13:00:30product65

Nvidia confirmed it will ship both Blackwell and Rubin systems in the future while acknowledging current supply constraints.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGSMCI ▲ PRICEDMU ▲ PRICEDwww.benzinga.com ↗

NVIDIA Says During H1, Incurred $0.4B Charge Associated With H200 For Excess Inventory & Purchase Obligations, As Demand For H200 Products Diminished

Thu Aug-27 13:00:30earnings65

Nvidia reported a $0.4 billion charge in the first half of the year related to excess inventory and purchase obligations for its H200 chips due to diminishing demand.

NVDA ▼ PRICEDAMD ▲ REPRICINGAVGO ▲ REPRICINGTSM · REPRICINGMU · PRICEDSMCI · PRICEDwww.benzinga.com ↗

NVIDIA CFO Says Co & Amazon Web Services To Deploy 2M Additional NVIDIA GPUs Across AWS’s Global Infrastructure In 2027–2028; Co & AWS To Build Data Centers For The U.S. Government That Include 100,000 GPUs On "Secure AWS Infrastructure"

Thu Aug-27 13:00:32partnership85

Nvidia and Amazon Web Services announced a partnership to deploy 2 million additional Nvidia GPUs across AWS infrastructure by 2028 and build secure data centers for the U.S. government.

NVDA ▲ PRICEDAMZN ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHwww.benzinga.com ↗

Nvidia CFO Says Shipments Of Data Center Hopper Products To China During Q2 Were Less Than 1% Of Data Center Revenue; Q2 Commitments Rose To $279B From $119B In Q1

Thu Aug-27 13:00:24earnings85

Nvidia reported that Q2 data center shipments to China were less than 1% of revenue while commitments surged to $279 billion.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGTSM · REPRICINGMU · PRICEDwww.benzinga.com ↗

Nvidia Expects Q3 GAAP, Non-GAAP Gross Margins To Be In Range Of 73.50% - 74.50%

Thu Aug-27 13:00:24guidance85

Nvidia provided third-quarter gross margin guidance in the range of 73.50% to 74.50%.

NVDA ▲ PRICEDAMD · REPRICINGAVGO · REPRICINGQCOM · FRESHwww.benzinga.com ↗

Reported Earlier, Trump Administration Weighing New Round Of Sweeping Tariffs On Semiconductors - Politico Exclusive

Thu Aug-27 13:00:18regulatory85

The Trump administration is reportedly considering a new round of sweeping tariffs on semiconductors, posing a significant regulatory and cost risk to the entire chip supply chain and downstream tech companies.

NVDA ▼ PRICEDAMD ▼ REPRICINGQCOM ▼ FRESHAVGO ▼ REPRICINGTSM ▼ REPRICINGASML ▼ FRESHMU ▼ PRICEDAAPL ▼ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHTSLA ▼ FRESHSMCI ▼ PRICEDPLTR ▼ FRESHwww.benzinga.com ↗