SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein. Source：MarketWatch
Two reasons why Nvidia’s stock saw its biggest weekly surge in more than a year
The chip maker recorded its largestever weekly increase in market capitalization. Source：MarketWatch
BitMEX sale collapsed as buyers balked at founder ownership and shrinking business
Potential buyers, including Exodus, passed on BitMEX amid concerns over founder ownership and its shrinking business, according to a source familiar.…
Micron’s stock claws back to buck the memory-chip selloff
While Sandisk and Western Digital shares were down, Micron erased its intraday losses. Source：MarketWatch
Chipotle’s stock extends its declines, but analysts aren’t sweating the jalapeno scare
“History has repeatedly shown that the sales impact of foodborne illness tends to be fleeting for restaurants,” one analyst noted. Source：MarketWatch
SoftBank earnings exceed expectations, even without an OpenAI boost. This U.S. chip company saved the day.
The Japanese company’s investment in Intel paid off. Source：MarketWatch
Sandisk is falling after earnings. Here’s what Wall Street says.
Sandisk stock slumped 9% in premarket trade on Thursday after the maker of NAND flash chips issued guidance that disappointed investors. Here’s what analysts…
Block slashed 40% of its workforce for AI — and its earnings suggest that’s paying off
“We can ship higherquality products much, much more quickly,” an executive said in the wake of the company’s betterthanexpected earnings report…
Senator Warren questions US AI chip policy after Trump crypto investment: Report
The lawmaker reportedly sent a letter to the Commerce Secretary demanding answers about the administration’s treatment of the UAE following investments in the…
Nvidia’s stock is basking in the glow of a high-profile endorsement
SpaceX CEO Elon Musk said his company will only use Nvidia’s chips to build its AI. Source：MarketWatch
Elon Musk addresses memory-chip stock concerns with one simple observation
Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of…
Chipotle pulls jalapenos from some locations after salmonella investigation. Here’s what to know.
While Chipotle’s stock slid on Tuesday, it said health investigators had “no ongoing concerns” with the chain after it removed the jalapenos. Source：MarketWatch