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THE TRUTH ABOUT: 27 - The Untold Story

SpaceX CEO Elon Musk says AI compute in space will be the lowest-cost option in 5 years — but Nvidia's Jensen Huang says it's a 'dream'

Elon Musk argues that terawatt-scale AI computing will soon be impossible to power and cool on Earth and must move to orbit. But despite abundant solar energy and radiative cooling in GEO, launch mass, radiation-hardening, and networking challenges make such space-based data center only a distant dream.

Tom’s Hardware

As Nvidia Stock Soars Following Q3 Beat, Will Michael Burry Bite the Dust?

Nvidia stock is soaring today after reporting stellar earnings, lifting the entire tech space in the process. Is Michael Burry wrong about the bubble he sees in AI?

Barchart

Cipher Mining Stock Bounces Back: What's Fueling The Surge?

Cipher Mining Inc (NASDAQ:CIFR) shares are trending Thursday morning. Here’s a look at what’s going on.

Benzinga

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Nvidia hints at early Vera Rubin launch — on track for $500 billion in GPU sales by late 2026 despite losing China

Nvidia's Vera Rubin AI/HPC platform is now slated for a Q3 2026 launch, which will be instrumental for the company's $0.5 trillion GPU sales target despite losing the Chinese market.

Tom’s Hardware

Nvidia Financial Report Shows $57B Boom as US Chips Deepen China Rift

Nvidia's record $57 billion quarter from its Blackwell AI chips funds a US infrastructure surge, while sanctions hinder China's technological progress, widening the global AI divide.

International Business Times UK

Nvidia Gives 'No Assurance' On $100 Billion OpenAI Pact, But CEO Jensen Huang Calls Startup 'Once-In-A-Generation'

In its latest financial earnings report, chipmaker Nvidia Corp. (NASDAQ:NVDA) highlighted the uncertainty surrounding its $100 billion letter of intent with OpenAI.

Benzinga

Michael Burry Says Nvidia Spent $112.5 Billion On Buybacks Adding 'Zero' Shareholder Value — 'The True Cost...'

Famed “Big Short,” investor Michael Burry, known for his prescient bet against the housing market, has publicly questioned Nvidia Corp.‘s (NASDAQ:NVDA) capital allocation strategy, asserting that the tech giant’s $112.5 billion spent on stock buybacks since 2018 has effectively yielded “zero” additional shareholder value.

Benzinga

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US economy added more jobs than forecast in September, after shock losses in August – as it happened

US non-farm payrolls rose by 119,000 in September, but new data also shows economy shed jobs in August

The Guardian - UK

Elon Musk Says 'You Must Have Solar-Powered AI Satellites In Deep Space' — Adds It's 'Handy' To Have SpaceX

SpaceX CEO Elon Musk said it’s good to have his space exploration company, SpaceX, while talking about AI data centers in space.

Benzinga

Nvidia shares rise after quarterly earnings, calming bubble anxiety

Nvidia reported stronger than expected quarterly earnings, soothing worries that AI-driven stock prices may have shot too high.

Euronews

Nvidia CEO Jensen Huang Explains Why the Massive AI Spending Wave Actually Makes Perfect Sense: '... All Of It Justified'

On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang pushed back on growing concerns that the world is heading toward an AI bubble, arguing that today's massive investments are rooted in a historic shift in how computing itself works.

Benzinga

Dan Ives Says It Was The 'Most Bullish' Call, El Erian Calls Chipmaker's Earnings A 'Macro Event': Analysts Explode With Optimism On Nvidia

Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ:NVDA) and the broader AI trade, following the company’s strong third-quarter performance on Wednesday.

Benzinga

Why Nvidia CEO Jensen Huang namechecked this Saudi AI startup three times in his earnings call

Humain, founded by Saudi Crown Prince Mohammed bin Salman, has signed a series of landmark deals with Amazon and xAI that all involve Nvidia's AI chips.

Fortune

Nvidia, Palo Alto, Coreweave, Broadcom And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Wednesday as Nvidia's results reignited enthusiasm for AI plays. The Nasdaq climbed 0.59% to 22,564.22, the SP 500 added 0.38% to 6,642.16, and the Dow Jones Industrial Average inched up 0.1% to 46,138.77.These are the top stocks that gained the attention of retail traders and investors…

Benzinga

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Fortune

Nvidia says it has 'visibility to a half a trillion dollars' in revenue through 2026. That would make it one of America's biggest companies

Nvidia, the AI chipmaker led by Jensen Huang, is on track to crack the top 10 of the Fortune 500.

Fortune

Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator'

The world is undergoing three massive platform shifts at once, the CEO said, as the stock soared more than 6% in after-hours trading.

Benzinga

Nvidia Q3 FY2026 Earnings Call Transcript

NVIDIA Corp. (NASDAQ:NVDA) released its third-quarter earnings report after Wednesday’s closing bell.

The Guardian - US

Nvidia earnings: Wall Street sighs with relief after AI wave doesn’t crash

Amid a blackout of data due to the government shutdown, the $5tn chipmaker’s report took on wider significance

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Fortune

Nvidia blows past revenue targets and forecasts trillions in AI infrastructure spending by end of decade

Strong revenue and “off-the-charts” GPU demand show Nvidia’s AI engine still roaring as CEO Jensen Huang delivers a beat-and-raise quarter

Benzinga

Nvidia Q3: Record Revenue As Blackwell Demand Surges — Huang Says 'AI Is Going Everywhere'

NVIDIA Corporation (NASDAQ:NVDA) reported third-quarter financial results on Wednesday after market close.

The Independent UK

Trump's economy depends on AI for growth, a reality made clear in Saudi crown prince's US visit

President Donald Trump is counting on the tech sector and artificial intelligence to drive his economic agenda

The Guardian - US

‘We excel at every phase of AI’: Nvidia CEO quells Wall Street fears of AI bubble amid market selloff

Jensen Huang opens earnings call with attempt to dispel concerns after his $5tn firm beat Wall Street expectations

The Independent UK

Nvidia’s earnings results are in and they’re a pulse check on frenzied AI spending

Investors were starting to wonder if the AI craze has been overblown

Benzinga

Nvidia CEO Says Anthropic Has 'Revolutionized' Agentic AI Space As Jensen Huang, Satya Nadella, Dario Amodei Talk About New Partnership

Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Anthropic on Tuesday detailed a sweeping new alliance involving major investments.

Benzinga

Elon Musk Back At White House For Trump's Dinner With Saudi Crown Prince In First Visit Since Public Feud

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk made a high-profile return to the White House on Tuesday, joining a dinner hosted by President Donald Trump in honor of Saudi Crown Prince Mohammed bin Salman, marking his first public appearance there since a widely publicized fallout with Trump earlier this year.

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