NVIDIA reported its Q4 2026 earnings on Wednesday, February 25th, marking a quarterly revenue of $68.1 billion (73% YoY). The AI leader beat Wall Street estimates by a large margin of 3-4%, reinforcing investor confidence in the company and its privileged position in the AI data centre pipeline. The revenue from data centres alone surpassed … Read more
“The Big Short” investor Michael Burry has warned Nvidia about a major risk, following the $95 billion commitment. Burry has compared this massive investment to Cisco’s Dot-Com bubble peak in the 2000s. On Thursday, it was reported that Nvidia has increased its purchase obligations from $16.1 billion last year to $95.2 billion, according to Nvidia’s … Read more
By liquidating 100% of his public holdings in Vistra, Nvidia, and Tesla, Peter Thiel has signaled his belief that AI speculation has reached its peak. Many large investors flocked from traditional sectors to AI, betting that these companies will be market leaders in the upcoming years. Peter Thiel is one of the largest investors who … Read more
Crypto traders are on high alert as escalating tensions between the U.S., Israel, and Iran threaten global oil supplies, particularly through the Strait of Hormuz, which handles about 20% of global oil shipments. Rising oil prices are spiking to over $70 per barrel, signaling potential inflationary pressures, which could delay the Federal Reserve (the Fed) … Read more
The evolution of decentralized infrastructure reached a notable milestone this past week, as Ethereum co-founder Vitalik Buterin addressed the transformative potential of artificial intelligence in accelerating blockchain technical development. In a series of detailed observations shared on X, Buterin highlighted that the convergence of agentic AI coding and blockchain protocol design is no longer a … Read more
Cathie Wood is signaling a potential shift in the artificial intelligence chip landscape, as ARK Investment Management (ARK Invest) projects that Custom Silicon (ASICs) could significantly reshape competition between Nvidia Corp ($NVDA) and Amazon.com Inc. ($AMZN) by 2030. While Nvidia remains the dominant force in AI accelerators today, ARK believes Amazon is emerging as a … Read more
Dow futures dropped as markets reacted to the U.S. and Israeli military strikes on Iran, which escalated geopolitical tensions over the weekend. The Dow futures fell sharply by over 384 points, roughly 0.78%. While the prices of oil spiked amid supply disruption concerns, with U.S. crude rising over 8% to above $72 per barrel and … Read more
Shares of RTX Corporation (NYSE: RTX) closed higher on Friday, February 27, demonstrating resilient strength as a dual wave of bullish catalysts — ranging from decisive military operations to massive commercial aviation orders — positioned the aerospace and defense giant near its yearly high. RTX ended the week at $202.62, up 2.52% from the previous … Read more
Millions of Americans across the East Coast may have unknowingly witnessed more than a visual spectacle Sunday night. A SpaceX Falcon 9 launch offered a clear demonstration of the operational scale and consistency that continue to separate the company from its competitors. Falcon 9 launches 29 @Starlink satellites from Florida pic.twitter.com/mo7yyEursa — SpaceX (@SpaceX) March … Read more
FineMark Bank & Trust, now a division of Commerce Bank ($CBSH) following its January 2026 merger, reported the acquisition of 3,074 shares of the Invesco QQQ Trust ($QQQ) in its latest SEC filing. The position, disclosed in the firm’s most recent Form 13F-HR, underscores continued institutional interest in large-cap technology and growth-oriented equities represented by … Read more
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