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Total 215 articles

Nvidia's 77% Growth Forecast Barely Moves Stock—Here's Why
EconomyEN
Nvidia's 77% Growth Forecast Barely Moves Stock—Here's Why

Despite beating estimates with 77% revenue growth forecast, Nvidia shares stayed flat as investors face rising competition and China market uncertainty in the AI chip wars

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SP
Seoyeon Park
Nvidia Dares the Market With $78B Forecast That Rewrites AI Economics
EconomyEN
Nvidia Dares the Market With $78B Forecast That Rewrites AI Economics

Nvidia delivers record $68B quarterly revenue and guides to $78B next quarter, exceeding Wall Street expectations by $5B. The numbers suggest AI has moved from hype to industrial-scale reality

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SP
Seoyeon Park
Behind Nvidia's $68B Quarter Lies the Real 'Token Economy
TechEN
Behind Nvidia's $68B Quarter Lies the Real 'Token Economy

Nvidia reported record $68B quarterly revenue as AI token demand explodes exponentially. But Chinese competitors and sustainability concerns are emerging challenges.

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DH
Doyun Han
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Nvidia's $68B Quarter Raises a Bigger Question: Is AI Growth Sustainable?
EconomyEN
Nvidia's $68B Quarter Raises a Bigger Question: Is AI Growth Sustainable?

Nvidia crushed expectations with $68B revenue and 73% growth, but muted market reaction suggests investors are questioning if the AI boom can last forever.

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SP
Seoyeon Park
Meta's AMD Chip Deal Could Reshape Silicon Valley's Power Map
TechEN
Meta's AMD Chip Deal Could Reshape Silicon Valley's Power Map

Meta strikes multi-billion dollar chip deal with AMD, considering 10% stake. Will this challenge Nvidia's AI dominance and reshape the semiconductor landscape?

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DH
Doyun Han
Only Nvidia Is Winning While Big Tech Bleeds Money Into AI
EconomyEN
Only Nvidia Is Winning While Big Tech Bleeds Money Into AI

Nvidia stands alone as the only megacap stock gaining this year. Behind the $700B AI spending spree, who are the real winners and losers?

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SP
Seoyeon Park
Nvidia's Earnings Will Decide if AI Is Boom or Bubble
EconomyEN
Nvidia's Earnings Will Decide if AI Is Boom or Bubble

Nvidia's Q4 results expected to hit $65.6B, but markets now demand proof of acceleration, not just scale. The AI trade faces its biggest stress test yet.

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SP
Seoyeon Park
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Nvidia Earnings Put AI Stock Rally to the Ultimate Test
EconomyEN
Nvidia Earnings Put AI Stock Rally to the Ultimate Test

Nvidia and software companies face crucial earnings tests as AI stock market shifts from hype to profit reality. What investors need to watch for.

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SP
Seoyeon Park
Nvidia's $30B OpenAI Bet: Smart Money or Expensive Insurance?
EconomyEN
Nvidia's $30B OpenAI Bet: Smart Money or Expensive Insurance?

Nvidia explores $30B investment in OpenAI at $730B valuation. Separate from infrastructure deal, this pure equity play reshapes AI power dynamics. What it means for investors.

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SP
Seoyeon Park
Why Nvidia is Planting Seeds Before Startups Even Exist
TechEN
Why Nvidia is Planting Seeds Before Startups Even Exist

Nvidia shifts strategy to court Indian AI startups before company formation. Beyond supporting 4,000+ existing startups, why target the pre-incorporation stage?

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DH
Doyun Han
Nvidia and OpenAI Scale Back From $100B Deal to $30B Investment
EconomyEN
Nvidia and OpenAI Scale Back From $100B Deal to $30B Investment

Nvidia and OpenAI abandon their ambitious $100 billion deal in favor of a more modest $30 billion investment, signaling a strategic shift in AI partnership dynamics.

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SP
Seoyeon Park
PRISM

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Nvidia and OpenAI Scale Back to $30B Deal After $100B Plans Fall Through
EconomyEN
Nvidia and OpenAI Scale Back to $30B Deal After $100B Plans Fall Through

Nvidia and OpenAI agree on $30 billion investment after original $100 billion deal stalls. Analysis of the complex chip supply and funding dynamics in AI's biggest partnership.

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SP
Seoyeon Park
PRISM

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