NVIDIA Earnings Beat Expectations, AI Capex Guidance Raised
NVIDIA reported revenue of $28.5B, beating consensus by 12%. The company raised full-year guidance citing sustained demand from hyperscalers and sovereign AI initiatives.
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NVIDIA reported revenue of $28.5B, beating consensus by 12%. The company raised full-year guidance citing sustained demand from hyperscalers and sovereign AI initiatives.
Apple's market share in China fell to 15.2% as local competitors Huawei and Xiaomi gained ground. Analysts cut price targets citing prolonged replacement cycles and AI feature delays.
Microsoft's cloud division reported accelerating growth driven by AI workload adoption. Copilot enterprise seats surpassed 1 million, with management noting strong pipeline for H2 2026.
Tesla confirmed its autonomous ride-hailing service launch event for June 2026. The company is still awaiting regulatory clearance in California and Texas, with analysts divided on timeline feasibility.
Alphabet unveiled its latest AI model with significant improvements in coding and reasoning. Cloud customers get early access, putting pressure on OpenAI and Anthropic in the enterprise AI race.