#Nvidia

Snowflake's new $6 billion AWS contract is about more than cloud spending. It signals a shift in AI infrastructure—away from Nvidia GPUs and toward cheaper, homegrown chips for the agent era.

Trump announced substantial progress on a US-Iran peace deal and Hormuz reopened after six weeks. Bitcoin jumped from $74,000 to $76,700 in four hours. Xi seated Putin, Iran, and India at the same desk in one week. SpaceX opened its books for the first time in 23 years with the largest IPO in U.S. history; Nvidia conceded China to Huawei. BTS held the Billboard 200 top 10 for an eighth straight week.

Nvidia posted 85% revenue growth and a $80B buyback. Its stock still dropped — for the fourth straight post-earnings quarter. Here's what that tells us about where AI investing stands right now.

Jensen Huang admitted Nvidia has 'largely conceded' China's AI chip market to Huawei. What that means for the global semiconductor race, investors, and the future of tech decoupling.

Beijing added an Nvidia gaming chip to its customs ban list the same week Jensen Huang visited China with Trump. Here's what it means for the chip war—and who actually wins.

Trump and Xi met in Beijing for the first time in nine years. Microsoft poured $100B into OpenAI and became the supporting actor; Cerebras received $70B on day one. Hormuz entered week six. Cisco cut 4,000. ILLIT hit Billboard No. 1, CORTIS debuted at No. 3, and BTS is confirmed for the World Cup Final halftime stage.

Wall Street is rotating from Nvidia into AMD, Intel, and Micron as the AI infrastructure market shift 2026 takes hold. Discover why CPUs and memory are the new gold.

Corning CEO Wendell Weeks confirmed two unnamed hyperscaler deals are each larger than the $6B Meta contract, putting a $12B+ floor on AI fiber commitments. Here's what that means for investors.

AI chipmaker Cerebras is going public on Nasdaq, targeting up to $3.5B in its IPO. With an OpenAI deal and real profits, the pitch is compelling—but the risks are hiding in plain sight.

Nvidia's physical AI director held back-to-back meetings with Samsung, SK hynix, Doosan Robotics, LG, and Hyundai in Seoul. Here's what the visit signals about where the AI race is heading.

Tim Cook's 25-year goodbye, $40 billion poured into Anthropic, shots near the White House dinner, and TXT's first Grand Slam — a week of power handed over and crises distributed.

Apr 27, 2026·

Jeong Jin Lee

Nvidia closed at an all-time high as Intel posted its best day since 1987. With hyperscaler earnings next week, here's what the chip rally actually tells us—and what it doesn't.