NVIDIA company headlines, earnings, strategy, leadership, and market-moving business updates.
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In a Yahoo Finance interview, Laffer Tengler Investments CEO and CIO Nancy Tengler said she remains bullish on NVIDIA, arguing the company’s earnings should be read in the context of demand for AI infrastructure rather than short-term sentiment.
THE APEX TIMES
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A new market report points to a strengthening commercial relationship between Nvidia and SpaceX, arriving alongside Nvidia’s latest blowout fiscal quarter.
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Shares of TeraWulf and Applied Digital jumped in early trading as investors treated NVIDIA’s recent guidance as a renewed announcement for the “compute trade,” lifting names tied to data-center and AI infrastructure workloads.
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A widely circulated market piece points to an expected 70% sales jump for Nvidia next year, reviving the idea that AI-driven demand is acting like a “punchbowl” for risk assets, just as monetary policymakers look to cool overheating.
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The partnership, announced Aug. 27, centers on technical work with NVIDIA and plans for large-scale compute capacity to build and run “personalized agentic AI,” according to the announcement shared via Yahoo Finance.
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Morgan Stanley said Nvidia’s fiscal Q2 performance looked stronger than feared, and that an improved long-term outlook helped the narrative around demand for its AI chips.
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In reporting strong fiscal second-quarter results, Nvidia also provided fresh context on how its chips are being used in a major aerospace customer’s computing needs, underscoring the growing weight of space and other high-performance workloads.
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A report says Nvidia is investing in a deal structure linked to Perplexity’s rapid growth and future chip demand, with Nvidia CEO Jensen Huang arguing the economics are not inherently self-referential.
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In a Yahoo Finance interview published Aug. 27, Laffer Tengler Investments CEO Nancy Tengler said Nvidia’s latest results have not changed her constructive view of the company’s longer-term prospects, even as markets digest what earnings imply for demand and margins.
