Nvidia Just Dropped a $58.3 Billion Profit — And the AI Supercycle Is Barely Started
Nvidia reported Q1 FY2027 earnings that blew past every estimate — $81.6B in revenue, $58.3B in net income, and data center revenue surging 92% YoY to $75.2B. The Blackwell ramp is ahead of schedule, ...
Trump Torpedoes AI Executive Order — And Markets Are Loving It
President Trump abruptly canceled the signing of an executive order that would have given the federal government sweeping oversight of advanced AI models. He cited concerns about overregulation and th...
Nvidia's $80B Buyback Is the Loudest Whisper in the Market — Are You Listening?
Nvidia smashed Q1 estimates with $81.6B in record revenue and Data Center up 92% YoY, then authorized an $80B stock buyback — the largest capital return program in tech history. The stock barely moved...
Nvidia's Blackwell Ramp: Inside the $100B AI Infrastructure Super-Cycle
Nvidia's Blackwell B200 is shipping in volume, hyperscaler orders are accelerating, and data center revenue is tracking toward $100B+. But with AMD's MI350 on the horizon and custom ASICs gaining trac...