Nvidia’s AI Revenue Growth Trails Broadcom’s Forecast, But From a Far Bigger Base
Broadcom projects faster AI semiconductor revenue growth than Nvidia over the next two years, but Nvidia's data center business starts…
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Palantir’s $4.9 billion backlog undercuts Michael Burry’s short case
Michael Burry has questioned Palantir's valuation over its rising accounts receivable and thin deferred revenue, but the company holds $4.9…
SoftBank raises Arm-backed margin loan to $25 billion
SoftBank Group has expanded a margin loan backed by its Arm Holdings shares by $5 billion, bringing the facility to…
Amazon’s $6.8 billion Project Mercury targets Walmart’s delivery edge, BofA says
Amazon is building more than 1,000 same-day fulfillment centers under an internal plan called Project Mercury, and Bank of America…
Tesla’s fall product blitz unlikely to ease investor doubts, analysts say
Tesla is set to inaugurate a Semi truck factory and give an update on the Roadster in the coming weeks,…
