Nvidia’s record earnings failed to satisfy investors, who fear slowing growth despite robust financial results. The company also revealed a $43 billion startup portfolio. CEO Jensen Huang announced a pivot toward a $200 billion market for AI agent CPUs, signaling Nvidia's intent to dominate the foundational architecture of future AI execution.
Jason··2 min read
Cisco reports record quarterly revenue while laying off 4,000 employees, signaling a major strategic pivot toward prioritizing AI-driven technology over traditional networking operations.
Jasmine··2 min read
Google Cloud surpassed $20B in quarterly revenue, driven by AI demand, though capacity constraints are tempering even faster growth.
Jasmine··2 min read
Tesla has tripled its 2026 capital expenditure plan to $25 billion, projecting negative free cash flow. Simultaneously, the company is restructuring executive compensation following Delaware court rulings to ensure regulatory and legal compliance.
Jasmine··2 min read
Tesla reported revenue growth in Q1 but announced a $25B capex increase. Musk admitted millions of older vehicles require hardware upgrades for true FSD, risking lawsuits and consumer trust.
Jason··2 min read
Tesla reports Q1 2026 profitability with $22.4B revenue, but Elon Musk confirms that approximately 4 million vehicles with Hardware 3 computers will not receive unsupervised Full Self-Driving (FSD).
Jasmine··2 min read