Research, news, and video analysis related to NVIDIA Corporation and NVDA.
Research
Semiconductors · Aug 6, 2026
SpaceX will build its AI infrastructure exclusively on Nvidia hardware, CEO Elon Musk said on the company's first post-IPO earnings call. The deal includes co-designing orbital data centers and a significant allocation of Nvidia's 2027 GPU output.
Read analysisSemiconductors · Aug 1, 2026
Amazon's latest earnings show AWS growing 37% year-over-year, with operating income up over 60%, signaling that its massive AI investments are starting to yield returns.
Read analysisSemiconductors · Jul 31, 2026
Micron's stock has fallen 27% in a month despite record revenue and profits, as investors weigh AI-driven demand against looming supply increases and valuation concerns.
Read analysisCoverage is provided for informational and educational purposes only and does not constitute investment advice.
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