Druckenmiller’s Duquesne Adds Taiwan Semiconductor, Alphabet, Amazon After Trimming Sandisk
Stanley Druckenmiller's Duquesne Family Office trimmed its Sandisk stake in the second quarter and added to Taiwan Semiconductor, Alphabet and…
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Nvidia Customers Told of AI Chip Price Hikes Above 15%, Bloomberg Reports
Some of Nvidia's largest customers have been told that prices on servers containing its AI chips will rise by more…
Paramount and California to Hold Preliminary Talks on Warner Bros. Discovery Deal
Paramount and California state officials plan to hold preliminary talks Monday on a possible settlement path for the state's lawsuit…
Nvidia’s data center revenue surges to $75.2 billion as AI infrastructure demand accelerates
Nvidia's data center revenue climbed 92% year-over-year to $75.2 billion in fiscal Q1 2027, now making up 92% of total…
Microsoft’s $678 Billion Backlog Gives It an Edge Nvidia Lacks
Microsoft's $678 billion contracted commercial backlog gives it recurring, subscription-grade revenue visibility that Nvidia lacks. 24/7 Wall St. set a…
