Nvidia’s AI Dilemma
Nvidia faces an existential paradox at the heart of the AI boom: the very advances in artificial intelligence that have cemented its dominance now threaten the software foundation of that success, even as the company aggressively expands into financing,…
Microsoft Boosts Nvidia Demand
Introduction to the AI Boom The recent announcement by Microsoft about increasing its capital expenditure (capex) has sent a strong signal to the market, particularly for Nvidia shareholders, as it indicates a surge in demand for computing equipment…
Samsung Hits $1 Trillion
Samsung Electronics Surges Past $1 Trillion Valuation Amid AI-Driven Rally Samsung Electronics’ shares rocketed more than 15% in a single day, propelling the company’s market capitalization beyond the $1 trillion threshold for the second…
Apple Beats Estimates
Apple’s Q2 Surge Masks Deeper Supply Chain Fault Lines from AI Boom As Apple reported fiscal Q2 earnings that surpassed Wall Street expectations—$111.2 billion in revenue and $2.01 EPS, up from $95.35 billion and $1.65 a year prior—investors…
Samsung’s AI Chip Boom
Samsung’s AI chip dominance is reshaping its fortunes, with preliminary earnings guidance revealing an eightfold profit surge to a quarterly record of 57.2 trillion won ($37.8 billion) for January-March 2026, propelled by explosive demand for…
Nvidia AI Growth Soars
Nvidia’s AI Dominance Continues to Drive Growth Nvidia’s recent earnings report has sent a strong message to Wall Street: the AI train is not slowing down. With a record $68.1 billion in revenue for the fourth quarter, the company has handily…
AWS Sees 24% Growth
In a seismic shift for the tech industry, Amazon Web Services (AWS), the cloud computing juggernaut, has reported a staggering 24% year-over-year growth in Q4 2025, achieving an annualized revenue run rate of $142 billion. This acceleration, driven…