Today's August retail sales report came in stronger than expected (+1.2% m/m, +6.0% y/y), control group nearly 4x consensus, with the prior month's dip revised shallower. Arguably makes it harder for the Fed to do nothing. https://t.co/wOQ2WsOlJl
View original →Nvidia $NVDA beat on the top and bottom lines, then unexpectedly guided a full year on the call: FY2028 revenue up 70%, supply constrained. Huang said "our demand is much greater than 70%, our supply allows us to confidently deliver 70%" https://t.co/1viBD2jbbr
View original →Nvidia $NVDA reports today after the bell. Here's what's expected and guided: https://t.co/s06WC7ENrR
View original →2019 crypto, or 2026 crypto? https://t.co/OxxDS7C5bu
View original →CoreWeave $CRWV had fallen about 21% in the three months ahead of yesterday's report and tended to sell into the print. Not this time. $104B backlog helped. https://t.co/NJDycHcfq2
View original →Coreweave $CRWV reports today after the bell. Here's what's expected and guided: https://t.co/hlGEMbpqhD
View original →Palantir $PLTR beat on the top and bottom lines and the stock surged after hours. "Rule of 40" hit 155. Halfway through the FY, management raises guidance by half a billion dollars. Pipeline strong. https://t.co/MtoECIj5IB
View original →These are not “risk assets” QQQ Top Holdings by Weight (Approximate) 1.NVIDIA Corporation (NVDA) – ~9% of the fund https://t.co/tZUhMgzrKF Inc. (AAPL) – ~7.5% https://t.co/rT0XmUYgBP Corp. (MSFT) – ~6% https://t.co/CEUbfKQda9 Inc. (AMZN) – ~4.2% 5.Tesla Inc. (TSLA) – ~3.3% 6.Meta Platforms Inc. (META) – ~3.8% 7.Alphabet Inc. Class A (GOOGL) – ~3.8% 8.Alphabet Inc. Class C (GOOG) – ~3.3% https://t.co/5f5UHwYcQH Inc. (WMT) – ~3.1% 10.Broadcom Inc. (AVGO) – ~3.0%
View original →In this Fortt Knox Update, I speak with @c_valenzuelab, CEO and founder of @runwayml, about how the company is extending its lead in AI-generated video through deep partnerships with chipmakers like @nvidia and creative software platforms like @Adobe. He tells me Runway was among the first to port a cutting-edge video model, Gen-4.5, to $NVDA's new Vera Rubin architecture, completing the transition in a single day thanks to backward compatibility – a detail I discussed with Jensen Huang at CES 2026. $ADBE https://t.co/yYTTjyyMNI
View original →At CES 2026 in Las Vegas, I sit down with Renen Hallak, CEO of @VAST_Data, to unpack why the AI era is rapidly shifting from compute-centric to data-centric infrastructure. When $NVDA briefed me on BlueField-4 and mentioned VAST as an early partner, I reached out to Renen for his take. https://t.co/y2ZcjjQfUt
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