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FORGOTTEN HISTORY: 8 - The Untold Story

Microsoft reports are exposing AI's real cost problem: Using the tech is more expensive than paying human employees

Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.

Fortune

A single Nvidia Vera Rubin rack is estimated to cost $7,803,148 with over $2 million of that figure spent on memory alone

A 435% increase in memory cost over the GB300, supposedly.

PC Gamer

Nvidia Delivered a Stellar Quarter. Its Unusual Options Activity Points to 2 Asymmetric Bets on NVDA Stock.

Nvidia reported strong Q1 2027 results, beating revenue and earnings estimates and raising 2027 guidance. Unusual options activity ahead of the release signaled potential asymmetric risk-reward setups, offering investors two notable trading opportunities.

Barchart

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read the most diverse news in one place.

Why did Nvidia’s strong earnings fail to spark NVDA stock rally? Here's what investors are worried about

NVDA stock analysis after NVIDIA earnings: NVIDIA reported robust first-quarter earnings with significant revenue growth, yet its stock dipped as investors questioned the sustainability of its extraordinary momentum. While the company forecasts even faster growth and announced a substantial buyback, concerns linger about maintaining AI hardware dominance and future competition.

The Economic Times

Nvidia continues to make astronomical amounts of money from AI, with the first quarter of 2026 being its biggest to date

They still make GPUs too, ya know.

PC Gamer

'Every single frontier model company will jump on Vera Rubin from the get go': Nvidia CEO insists the future looks bright

"It will surely be more successful than even Grace Blackwell."

PC Gamer

Nvidia says 'demand for AI infrastructure continues to expand at an unprecedented pace' but after speaking to experts about it, I'm not so sure

The future of the AI industry isn't as certain as Nvidia seems to make out.

PC Gamer

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Nvidia Stock Price: Quarterly Profit Reaches $58.3 Billion, Up From Just $2 Billion Three Years Ago

Nvidia posted a record quarterly profit of $58.3 billion and forecast another surge in sales, underscoring its central role in the AI boom even as its stock price dipped in after-hours trading.

International Business Times UK

Nvidia stocks jump in pre-trading as CEO Jensen Huang reveals inside information for investors. Details here

Nvidia expects revenue of $91 billion, plus or minus 2 per cent, compared with estimates of $86.84 billion, according to data compiled by LSEG.

The Economic Times

Nvidia's Q1 EPS Surges 140% on Data Centre Revenue Blowout, Allaying AI Bubble Fears

Nvidia's Q1 results, with an 85% revenue surge and 2,400% dividend boost, position it as a leader in AI and data centre innovation. Explore the impact on shareholder returns and future growth.

International Business Times UK

Reeves announces VAT cut on summer attractions in new cost of living package - as it happened

Rolling coverage of the latest economic and financial news

The Guardian - UK

US Stock Market: AI spending boom fuels Nvidia growth, but Wall Street seeks long-term visibility

Nvidia reported blockbuster first-quarter results, driven by a surge in data center revenue and strong future projections, including an $80 billion share buyback. Despite exceeding expectations, the company's stock saw a slight dip as investors weigh the sustainability of AI demand against intensifying competition and the development of custom AI…

The Economic Times

NVIDIA Q1 Earnings Call Highlights

NVIDIA (NASDAQ:NVDA) reported record first-quarter fiscal 2027 results, with revenue, operating income and free cash flow all surpassing prior company highs, as executives said demand for AI infrastructure continued to accelerate across hyperscale cloud providers, AI cloud companies, sovereign custo

MarketBeat

Nvidia’s revenue blows past Wall Street expectations as AI boom accelerates

Many analysts view company’s financial performance as a broader referendum on AI buildout

The Guardian - US

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The Economic Times

NVDA stock price: Nvidia earnings beat expectations again but why did NVDA stock slip after hours? Here's what you need to know

Nvidia reported strong quarterly earnings, revenue growth, and an optimistic forecast, alongside an $80 billion share repurchase plan and increased dividend. Despite these positive results, NVDA stock dipped as investors focused on escalating competition in the AI chip market and future growth prospects.

Fortune

The one number that will actually move Nvidia's stock Wednesday night

A beat is almost a given—Nvidia has beaten expectations 21 of the last 23 quarters. Whether the stock rallies or falls depends on a number below the fold.

Evening Standard

M&S in fashion as stocks climb amid fresh hopes of US-Iran peace deal

Investors in London were also digesting better-than-forecast UK inflation figures.

The Economic Times

Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the year

Nvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY2027 report is the single most important data point in AI infrastructure this quarter.

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Tom’s Hardware

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips

The RTX 5090D V2 GPU Nvidia specifically built for China to comply with U.S. export controls just received the ban hammer from Beijing. Although this GPU is primarily designed for gaming and 3D animation, it's also powerful enough that many AI developers also use it.

Tom’s Hardware

Lisa Su meets China's vice premier during China visit — AMD CEO pledges deeper investment days after Trump-Xi summit

AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng at the Great Hall of the People in Beijing on Monday, pledging further investment and expanded operations in what she calls "the world’s most dynamic AI ecosystem."

International Business Times UK

Ex-Google CEO Relentlessly Booed by Students Over AI Comments at Arizona Commencement

Former Google CEO Eric Schmidt faced student backlash during a commencement speech at the University of Arizona as he addressed AI's impact on future careers and urged adaptation.

The Economic Times

Nvidia to announce Q1 earnings tonight. What to expect and why there could be a $350 billion price swing

All eyes are on Nvidia’s April quarter earnings as investors assess whether the AI chip giant can sustain its explosive growth momentum. Strong AI spending by Big Tech firms is expected to support another robust quarter, though concerns around valuations, competition, China exposure, and data centre demand continue to keep…

International Business Times UK

Did Jensen Huang's China Street Appearances Boost NVIDIA Stock? Viral Claims Explained

Claims suggest Nvidia CEO Jensen Huang increased market value through public appearances in China. However, analysts say the rise is due to AI demand.

Barchart

Nvidia Is Moving Beyond LLMs to Superlearners, the Possible Precursor to AGI. What That Means for NVDA Stock.

By promoting research on the possible next phase of AI, Jensen Huang is ensuring Nvidia is best placed to power the future revolution.

Fortune

Tom Brady tells Gen Z to treat their careers like the Super Bowl: 'You may only get one chance to impress your boss or land a promotion'

The seven-time Super Bowl champion Tom Brady admits success can be fleeting while pointing to Blackberry and Blockbuster. ‘Sometimes there isn’t another day.’

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