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Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers | Fortune 0
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- August 27, 2026
Nvidia jolted investors on Wednesday with a projection that its revenue would skyrocket by 70% next fiscal year and said demand for its AI chips is growing at 100%, prompting an after-hours stock rally. The 70% preliminary expectation wildly exceeded projections for fiscal 2028 revenue of roughly $570 billion, or 44% growth from fiscal 2027
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Nvidia is the final boss of tech earnings. These 3 questions could decide the AI trade’s next move.0
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- August 26, 2026
Nvidia will officially cap off tech earnings season today after the closing bell. It’s been a tumultuous several weeks for the AI trade and mega-cap tech more broadly, with investors reacting sharply to results on both ends of the spectrum. On one side you had Alphabet and Tesla, which drew investor ire after ramping up
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The US consumer is flashing red flags as Walmart earnings, retail sales, and jobs data show weakness 0
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- August 21, 2026
When the US consumer is weakening, Walmart is usually one of the last dominoes to fall. When economic conditions get tough, low-income shoppers rely on it even more. It’s also become a destination for higher-income consumers looking to cut costs. That’s what made Walmart’s first comparable-sales loss in six years particularly hard to swallow on
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CoreWeave CEO Michael Intrator cites ‘sold out’ capacity as revenue more than doubles and backlog swells to $104 billion | Fortune 0
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- August 12, 2026
Neocloud provider CoreWeave’s revenue more than doubled in the second quarter, totaling $2.58 billion and topping analysts targets thanks to surging demand for its AI infrastructure services. “Our near-term capacity remains effectively sold out,” CEO Michael Intrator said on a call with analysts on Tuesday. Coreweave said its revenue backlog—deals that it has not billed
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Elon Musk says SpaceX data centers will crush competitors because its rocket scientists are like the Yankees ‘playing a little league team’ | Fortune 0
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- August 5, 2026
After spending nearly $16 billion on artificial intelligence infrastructure in the second quarter, Elon Musk used SpaceX’s first earnings call as a public company on Tuesday to explain why he believes SpaceX is uniquely positioned to dominate the AI compute race: rocket scientists. Defending the company’s aggressive investment in AI, Musk argued that the engineering
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Elon Musk delivers ‘totally nuts’ plans for moon robots and insists $1 trillion revenue target will hit but capex tanks SpaceX on debut earnings | Fortune 0
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- August 5, 2026
SpaceX has been on a slide since hitting a $2 trillion valuation milestone at its June IPO, shedding close to $500 billion in market cap from its peak. Tuesday was its first-ever earnings report as a publicly listed company and a fresh chance for CEO Elon Musk to hype the stock and turn that frown
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