The S&P 500 edged lower despite favorable results from NVIDIA, which comfortably beat the market’s expectations, while core PCE inflation held steady in July. The cash session had closed nearly flat hours earlier, at 7,675.70 points, ahead of the quarterly report. The S&P 500’s Cautious Path Into Earnings NVIDIA carries the single largest weight of
BeInCrypto•Luis Blanco26 Aug
Okta, Salesforce, CrowdStrike, and Veeva topped Nvidia earnings day gains with their own quarterly beats.
BeInCrypto•Darryn Pollock26 Aug
Nvidia's advocacy for open AI models could accelerate innovation and expand its market, influencing AI development and regulatory landscapes.
CryptoBriefing•Editorial Team26 Aug
Huang's AGI claim shifts focus to economic impact, sparking debate on redefining intelligence and its role in future tech-driven economies.
CryptoBriefing•Editorial Team26 Aug
The chipmaker doubled quarterly revenue while disclosing $366 billion in future commitments and up to $108.5 billion in guarantee exposure.
Nvidia's short-term guidance strategy mitigates risks from market volatility and geopolitical factors, offering flexibility and potential upside.
CryptoBriefing•Editorial Team26 Aug
Nvidia's strong earnings and optimistic outlook highlight its pivotal role in AI, but reliance on data centers poses concentration risks.
CryptoBriefing•Editorial Team26 Aug
The rise of frontier AI labs could redefine tech industry dominance, challenging current giants and reshaping global economic landscapes.
CryptoBriefing•Editorial Team26 Aug
Nvidia's diversification strategy reduces dependency on hyperscalers, potentially stabilizing revenue and expanding influence in AI infrastructure.
CryptoBriefing•Editorial Team26 Aug
Nvidia's sovereign AI growth highlights a shift towards national AI ownership, potentially reshaping global tech power dynamics and GDP ties.
CryptoBriefing•Editorial Team26 Aug
Nvidia's shift to a recurring revenue model and heavy investment in AI infrastructure could increase financial risk if partner growth falters.
CryptoBriefing•Editorial Team26 Aug
Nvidia's diversification into non-hyperscale cloud markets could enhance its resilience against hyperscaler bargaining power and drive sustained growth.
CryptoBriefing•Editorial Team26 Aug
The massive cloud industry backlog and rising capex highlight the escalating demand for AI infrastructure, potentially reshaping tech investment.
CryptoBriefing•Editorial Team26 Aug
Nvidia's CPU growth could reshape the AI hardware market, challenging Intel and AMD while enhancing integrated AI system efficiency.
CryptoBriefing•Editorial Team26 Aug
The Nvidia-AWS deal underscores a shift towards diversified AI infrastructure, highlighting Nvidia's pivotal role in cloud computing's future.
CryptoBriefing•Editorial Team26 Aug
The AWS-Nvidia GPU expansion could accelerate AI advancements, impacting cloud computing dynamics and influencing tech market strategies.
CryptoBriefing•Estefano Gomez26 Aug
Nvidia's revenue surge underscores its pivotal role in AI infrastructure, potentially reshaping tech industry dynamics and global market strategies.
CryptoBriefing•Editorial Team26 Aug
Nvidia's explosive data center growth underscores AI's transformative impact on tech infrastructure and market dynamics, influencing global supply chains.
CryptoBriefing•Editorial Team26 Aug
Nvidia's reliance on a single customer and inventory challenges highlight the risks of market concentration and geopolitical tensions in tech.
CryptoBriefing•Editorial Team26 Aug
Investor concerns highlight potential risks in AI spending sustainability, customer concentration, and financing dependencies impacting growth.
CryptoBriefing•Editorial Team26 Aug