1 day ago
IREN Executive Flags Infrastructure as Key Barrier to AI Expansion
TLDR IREN co-founder Daniel Roberts said AI growth is now limited by infrastructure rather than chips. He identified power, land,...
2 days ago
NVIDIA Q1 FY2027 Revenue Hits Record $81.6 Billion as AI Infrastructure Demand A...
TLDR: NVIDIA Q1 FY2027 revenue reached a record $81.6 billion, rising 85% year-over-year and 20% sequentially. Data Center revenue...
1 week ago
NVIDIA’s Jensen Huang Says AI Will Turn Intelligence into a Commodity for Billio...
TLDR: Jensen Huang says AI will make intelligence a commodity accessible to billions worldwide for the first time. NVIDIA chips po...
1 week ago
Nvidia Crosses $40 Billion in AI Investments, Expanding Equity Bets Across Suppl...
TLDR: Nvidia has crossed $40 billion in investment commitments in 2026, targeting firms across the AI supply chain. A $30 billion...
May 08, 2026
S&P 500 Market Concentration Deepens Amid Big Tech and AI Momentum
TLDR: Five mega-cap tech stocks accounted for nearly half of the S&P 500’s gains since April 1, 2026. The equal-weighted S&P 500 r...