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05.05.26 - 07:06
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As Nvidia goes to zero in China, Beijing races to fill the void (Digitimes)
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Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers....
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05.05.26 - 02:00
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Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips (Digitimes)
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As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important data center hub. A DIGITIMES research report finds that Chinese cloud service providers (CSPs), including ByteDance and Alibaba, are accelerating their shift southward, using Malaysia's unique supply chain pathways to deploy high-end AI computing power locally, including Nvidia's B200 systems....
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04.05.26 - 23:12
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Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up (24/7 Wall St.)
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Bernstein Research's Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia's chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There's no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand 'Off the Charts,' Supply Can't Keep Up...
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04.05.26 - 22:06
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Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y and Revenue Growth of 85% Y/Y; Raises FY 2026 Revenue Guidance to 71% Y/Y Growth and U.S. Comm Revenue Guidance to 120% Y/Y, Crushing Consensus Expectations (Business Wire)
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MIAMI--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ:PLTR) today announced financial results for the first quarter ended March 31, 2026.
“Palantir's Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK hynix. Momentum surged as we grew 85% last quarter—our highest-ever year-over-year growth rate—by more than doubling our U.S. business, and now we are raising our full-year revenue guidance to 71% growth, 10 points ahead of our guidance from last quarter, driven by our confidence in an accelerating U.S. market,” said Alex Karp, Co-Founder and Chief Executive Officer of Palantir Technologies.
Q1 2026 Highlights
U.S. revenue grew 104% year-over-year and 19% quarter-over-quarter to $1.282 billion
U.S. commercial revenue grew 133% year-over-year and 18% quarter-over-quarter to $595 million
U.S. government revenue grew 84% year-over-year and 21% quarter-over-quarter to $687 million
Revenue grew 85%...
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04.05.26 - 21:24
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How Nvidia’s Jensen Huang Used The Innovator’s Dilemma to Dominate (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) chief Jensen Huang treats Clayton Christensen's The Innovator's Dilemma as his personal operational doctrine. On a recent Motley Fool Money podcast episode, the hosts discussed how Huang has spent decades using the theory as a defense playbook, going as far as to hire Christensen as a consultant, and structuring the company around the threat ... How Nvidia's Jensen Huang Used The Innovator's Dilemma to Dominate...
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04.05.26 - 21:12
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Live: onsemi Q1 Earnings Tonight. Can the Stock Continue Its 90% YTD Rally? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. What Could Move the Stock 4 minutes ago Live Potential Bull Case Triggers: Non-GAAP EPS above ... Live: onsemi Q1 Earnings Tonight. Can the Stock Continue Its 90% YTD Rally?...
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04.05.26 - 21:00
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Live: Will Palantir Beat Q1 Earnings Tonight After Market Close? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. What Analysts Are Watching Just now Live Palantir's consensus analyst price target of $185.06 implies meaningful ... Live: Will Palantir Beat Q1 Earnings Tonight After Market Close?...
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04.05.26 - 20:18
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50% of Nvidia Employees Are Now Worth Over $25 Million: How Nvidia Created Thousands of Millionaires (24/7 Wall St.)
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A recent episode of Motley Fool Money titled “Nvidia's Next Big Market” highlighted a statistic that reframes how investors think about employee equity. At NVIDIA (NASDAQ:NVDA), roughly 50% of employees now have a net worth exceeding $25 million, based on a workforce of about 30,000 to 40,000 people. At the top end, management has reached centimillionaire ... 50% of Nvidia Employees Are Now Worth Over $25 Million: How Nvidia Created Thousands of Millionaires...
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04.05.26 - 20:12
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Nvidia Backs DeepInfra in $107 Million Raise (Bloomberg)
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Cloud inference platform DeepInfra closes a $107 million in Series B funding round, backed by the likes of Nvidia and Samsung, as it aims to tackle bottlenecks in AI compute. DeepInfra CEO Nikola Borisov speaks with Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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04.05.26 - 18:36
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AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ:AMD) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD's peers are barely moving. Intel (NASDAQ:INTC) stock is down 2% and NVIDIA (NASDAQ:NVDA) stock is off just 1%. After months of correlated moves higher, the artificial intelligence ... AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here...
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