Tag: NVIDIA Corp
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Here’s how much traders think Nvidia will move off earnings — and in which direction
Bullish calls are trading notably more expensive than puts, and the ratio of open call contracts to puts suggests traders are more actively preparing for a rally than a sell-off.
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Anthropic and Nscale strike $45 billion cloud deal, sources say
Anthropic will rent around 460 megawatts of compute capacity at an Nscale data center development in West Virgina, according to sources.
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Nvidia, CrowdStike and Salesforce face big tests tonight. Here’s what we need to see
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Nvidia whisper numbers loom over estimates as Wall Street expects strong quarter
Jensen Huang’s company’s consistent beat-and-raise behavior has loosened the tie between its quarterly performance and analysts’ expectations.
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Nvidia earnings live updates: Q2 results, memory prices and AI outlook
Follow Nvidia’s Q2 2027 earnings for data center results, guidance, AI demand and NVDA stock reaction in real time.
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Core PCE: In line but not enough to lower Fed rate hike expectations
One of the three key events of the week took place early Wednesday. It did little to change investor expectations of a Federal Reserve rate hike next month.
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OpenAI’s Jalapeño AI chip brings new ‘threat’ to Nvidia margins as custom silicon gains ground
OpenAI’s Jalapeño chip beat Nvidia Blackwell systems on key inference-efficiency tests as custom AI silicon gains ground among major tech companies.
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Nvidia’s earnings track record, Canada retaliates, Waymo’s international push and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Are investors backing the ‘wrong future’ in AI? Analyst sees unexpected winners — and bad news for hyperscalers
One investment strategist said local AI models could upend the data center boom — and named these potential winners from the fallout.
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CNBC Daily Open: Nvidia carries world of AI on its shoulders
Investors wait for Nvidia to set the scene of the biggest market trend in a generation, as its earnings look set to determine the direction of the AI trade.
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