SpaceX’s $40bn ‘debt’ deal for GPUs isn’t quite debt
SpaceX's $40bn debt financing deal for Nvidia GPUs is actually an off-balance-sheet lease, and the stock fell on the news.
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Nvidia lifts share buyback authorisation by $150bn to $235bn
Nvidia's board approved a $150bn Nvidia share buyback increase, taking total authorisation to $235bn, though the market's reaction stayed muted.
Equinix Launches AI Inference Exchange With Nvidia, Together AI
Equinix AI Inference Exchange launches Q1 2027 with Nvidia and Together AI, as shares swing near 20-day lows amid rising short interest.
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Nvidia Pauses Some Revenue-Sharing Deals With AI Cloud Firms
Nvidia revenue-sharing deals with AI cloud firms hit pause, the WSJ reports, though the scope of the halt remains unconfirmed by Nvidia itself.
Nvidia Investment Grade Debt: Why the Chipmaker Just Borrowed $25 Billion It Didn’t Need
The decision of a business with tens of billions of dollars in free cash flow to go out and borrow more money seems a little counterintuitive. However, on June 15,…
IonQ Just Hit a Historic Quantum Computing Milestone , Here Is Why Serious Investors Are Starting to Pay Attention
News on quantum computing usually follows a specific pattern. A press release is sent out. The term "historic milestone" is employed. Tech journalists attempt to convey the underlying physics in…
Nvidia’s Sharp Decline
Nvidia (NVDA) stock might have hit the ground after the massive 19% price drop, wiping out approximately $470 billion in market capitalization, despite posting a quarterly report that exceeded earnings…
Assessing Bitcoin’s Market Value in Relation to Nvidia’s Dominance
Bitcoin’s recent climb to a $1.8 trillion market cap marks a significant milestone as it reaches half of Nvidia's valuation. This development underscores Bitcoin's growing relevance in the global financial…
Nvidia Becomes the World’s Most Valuable Company
Nvidia has achieved a remarkable milestone by surpassing Apple in market value. This notable development results from a 2% rise in Nvidia's stock, which places its market value at a…
Strategic Shift Paul Tudor Jones’ Nvidia Pivot
Renowned investor Paul Tudor Jones has made a strategic move by divesting from Palantir and increasing his stake in Nvidia. This decision highlights his belief in Nvidia's potential to lead…
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