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Nvidia’s $96 billion quarter revealed a surprising constraint

Nvidia’s $96 billion quarter revealed a surprising constraint

Nvidia’s AI demand isn’t the problem anymore
TheStreet TheStreet
Morgan Stanley delivers bold pre-earnings verdict on Broadcom

Morgan Stanley delivers bold pre-earnings verdict on Broadcom

Morgan Stanley sees massive AI growth ahead for the chip giant
Reuters Reuters
Shein shares slide 10% in long-awaited Hong Kong trading debut

Shein shares slide 10% in long-awaited Hong Kong trading debut

By Yantoultra Ngui, Casey Hall and Helen Reid HONG KONG, Sept 1 (Reuters) - Online fashion retailer Shein's shares tumbled about 10% in early Hong Kong trading on Tuesday as the company made its long awaited debut, capping a years-long effort to go public.
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GTS Securities LLC Significantly Increases Stake in Oracle Corporation

GTS Securities LLC Significantly Increases Stake in Oracle Corporation

GTS Securities LLC Significantly Increases Stake in Oracle Corporation
Reuters Reuters
Huawei H1 profit drop quickens to 36% on rising costs, R&D spending

Huawei H1 profit drop quickens to 36% on rising costs, R&D spending

By Eduardo Baptista BEIJING, Aug 31 (Reuters) - China's Huawei Technologies reported a 36% plunge in first-half net profit on Monday as soaring input costs and heavier spending on research and development outweighed revenue growth.
TheStreet TheStreet
Morgan Stanley points to the good news in Marvell's data centers

Morgan Stanley points to the good news in Marvell's data centers

Marvell just gave Wall Street a strong quarter, and one major bank became more confident about where the money is coming from.
Reuters Reuters
Engine Capital pushes EPAM for share buybacks or sale

Engine Capital pushes EPAM for share buybacks or sale

Aug 31 (Reuters) - Activist hedge fund Engine Capital said it wants software firm EPAM Systems to either buy its own shares or consider selling itself after its stock price tumbled more than 40% this year.
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Two Sigma Securities LLC Acquires Significant Stake in Oracle Corporation

Two Sigma Securities LLC Acquires Significant Stake in Oracle Corporation

Two Sigma Securities LLC Acquires Significant Stake in Oracle Corporation
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NVIDIA Stock Experiences Post-Earnings Volatility Amidst Free Cash Flow Concerns

NVIDIA Stock Experiences Post-Earnings Volatility Amidst Free Cash Flow Concerns

NVIDIA Stock Experiences Post-Earnings Volatility Amidst Free Cash Flow Concerns
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Oracle's AI and Cloud Expansion Faces Scrutiny Over Debt-Funded Growth

Oracle's AI and Cloud Expansion Faces Scrutiny Over Debt-Funded Growth

Oracle's AI and Cloud Expansion Faces Scrutiny Over Debt-Funded Growth
TheStreet TheStreet
Morgan Stanley delivers candid verdict after Elastic’s stunning earnings

Morgan Stanley delivers candid verdict after Elastic’s stunning earnings

Here's what could happen to ESTC shares next.
TheStreet TheStreet
Nvidia’s AI boom just ran into a new $96B question

Nvidia’s AI boom just ran into a new $96B question

Nvidia faces potential new costs for its AI chips and data-center infrastructure.