Elon Musk Flags Memory, Not Power or GPUs, as SpaceX’s AI Compute Bottleneck
Elon Musk told SpaceX shareholders that memory, not power or GPUs, now caps his AI compute buildout, putting fresh attention…
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Druckenmiller’s Duquesne Dumps Micron and Intel, More Than 11X’s Its Amazon Stake
Stanley Druckenmiller's Duquesne Family Office fully exited Micron and Intel in the second quarter while more than 11X'ing its Amazon…
Cboe Delays Extended-Hours Options Trading for Nvidia and Tesla Again
Cboe has pulled the August 17 start date for extended-hours trading on Nvidia, Tesla, Apple and 18 other heavily traded…
Rivian’s Q2 Beat Masks a $14 Billion Liquidity Cushion and 2028 Robotaxi Roadmap
Rivian's second quarter beat Wall Street on both revenue and earnings, with record gross profit near $180 million, yet shares…
Amazon, Alphabet, and Microsoft Plan Nearly $600 Billion in Capital Spending as TSMC Stands to Benefit
Amazon, Alphabet, and Microsoft are set to spend nearly $600 billion combined on data center capacity this year as cloud…
