Markets, earnings, deals, and the macro shifts that move them. Reported for readers who already know the basics.
Nvidia's equity investments soared to $99 billion as of July 26, up from roughly $7 billion a year earlier, as the chip giant committed more than $40 billion in 2026 alone across AI labs, cloud providers, and emerging hardware companies.
Sara Montes de Oca · 15 DAYS AGO
Microsoft's Xbox unit will cap cloud gaming for Game Pass subscribers at 15 hours per month for Ultimate tier members starting in November, ending years of unlimited access as the company moves to align service costs with usage-based billing.
Sara Montes de Oca · 16 DAYS AGO
Berkshire Hathaway added $17 billion in Alphabet shares during the second quarter, making the Google parent its third-largest equity holding, as CEO Greg Abel also warned of growing community resistance to data center construction across the U.S.
Jay Goldberg · 17 DAYS AGO
John Ternus officially became Apple's CEO on Tuesday, succeeding Tim Cook after 15 years, as the company grapples with a global memory shortage driving up device prices and a lagging position in artificial intelligence.
Marc Sabatini · 18 DAYS AGO
The U.S. livestream shopping market is forecast to reach nearly $20 billion in 2026, driven by TikTok Shop and Whatnot, as live sales more than doubled in the first half of the year and the format gains traction among younger consumers.
Jay Goldberg · 18 DAYS AGO
Howmet Aerospace tumbled nearly 8% after SpaceX said it plans to manufacture its own industrial gas turbine castings, but analysts at Citigroup and Bernstein urged investors to buy the dip, citing Howmet's dominant market share and long-term customer agreements.
TechEchelon Staff · 18 DAYS AGO
Nvidia shares fell 4.6% on Friday, closing at $217.55 after touching $229.26 intraday, as Federal Reserve Chairman Kevin Warsh's hawkish Jackson Hole remarks raised the odds of a September rate hike and rattled data center financing outlooks.
Sara Montes de Oca · 20 DAYS AGO
Nvidia and Salesforce surged 8% and 22%, respectively, after Wednesday earnings reports dismantled persistent Wall Street bear cases, while CrowdStrike jumped 20.5% on its own strong results and broader tech indexes climbed to multi-week highs.
Sara Montes de Oca · 23 DAYS AGO
Nvidia's CFO guided for 70% revenue growth in fiscal 2028 — well above the 44% Wall Street consensus — which would put projected sales at roughly $673 billion and place the chipmaker ahead of Apple and Alphabet among U.S. tech companies by revenue.
TechEchelon Staff · 24 DAYS AGO
Salesforce posted fiscal Q2 revenue of $11.35 billion and net income up 87% year over year, fueled by a $2.6 billion gain on its Anthropic stake. Agentforce AI annualized revenue surpassed $1.5 billion, rising 240% from a year ago.
Jay Goldberg · 24 DAYS AGO
Nvidia reports second-quarter earnings Wednesday after the bell, with Wall Street projecting $2.09 in earnings per share on $92.28 billion in revenue. Analysts and investors say the results will be read as a broad gauge of the AI infrastructure trade's staying power.
TechEchelon Staff · 25 DAYS AGO
Kalshi prediction market traders give the Digital Asset Market Clarity Act less than a 25% chance of becoming law in 2026, despite White House pressure and a scheduled September 15 Senate procedural vote.
Sara Montes de Oca · 25 DAYS AGO
World Liberty Financial CEO Zach Witkoff told CNBC on Tuesday that USD1's $4 billion in circulation and more than $1 billion in daily trading volume demonstrate the stablecoin's real utility, pushing back against allegations of Trump-linked conflicts of interest.
Sara Montes de Oca · 25 DAYS AGO
The SEC has subpoenaed Goldman Sachs, JPMorgan, Citigroup, and Bank of America for information about their dealings with AI hedge fund Situational Awareness, which lost roughly $35 billion in assets during July's tech sell-off.
Sara Montes de Oca · 25 DAYS AGO
U.S. stocks retreated Monday as the 10-year Treasury yield held near 4.7%, while investors braced for Nvidia's quarterly earnings report and a key inflation reading both due Wednesday.
Marc Sabatini · 26 DAYS AGO
Truist Securities raised its CoreWeave price target to $165 from $155, implying nearly 88% upside, arguing the cloud infrastructure company's 25% July price hike more than offsets Nvidia's reported GPU cost increases of more than 15%.
Sara Montes de Oca · 26 DAYS AGO
Take-Two Interactive has subpoenaed Microsoft and Discord to identify those behind a series of Grand Theft Auto VI pre-release leaks, as Rockstar prepares to air an extended look at the game on August 27th ahead of its November 19th launch.
TechEchelon Staff · 27 DAYS AGO
President Donald Trump disclosed more than 1,000 financial transactions for June, totaling between $78.1 million and $263.1 million, in what filings suggest was a broad reshuffling of stocks, bonds, and ETFs.
TechEchelon Staff · 27 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.