NVIDIA

Energy

Vistra Earnings Offer Window Into Power Generation Ramp-Up for AI Data Centers

Photo via Doug Nicotera/ZUMAPRESS/Newscom

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

1 min read

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Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read
Photo via Tom Williams/CQ Roll Call/Newscom

Big Tech

Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal

Apple shares climbed nearly 1% on the news, bringing it closer to reclaiming the throne as the biggest US company by market cap.

2 min read
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Big Tech

Google Gains Spot on Dow Jones While Losing Street Cred in AI

Google shares have been hammered recently as two top artificial intelligence researchers spurned the company to join OpenAI and Anthropic.

2 min read

Technology

Quantum Strategy Helps IBM Steer Around Tech Wreck

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IBM shares rose 5% on Tuesday, thanks largely to a pair of executive orders signed that helped funnel it toward a quantum-fueled future.

2 min read

Markets

Marvell Joins S&P as Volatility Slams Chip Sector

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There’s been a bit of a vibe shift since Nvidia CEO Jensen Huang tabbed Marvell as “next trillion-dollar company” just a week ago.

1 min read

Semiconductors

Micron Joins $1 Trillion Market Cap Club

Photo via Alex Milan Tracy/Sipa USA/Newscom

High-bandwidth memory now accounts for roughly two-thirds of the total AI chip component cost, up from about 50% in early 2024.

2 min read

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