Nvidia-backed Cohesity eyes 2026 IPO with valuation rivaling $17 billion Rubrik
Sanjay Poonen, CEO of Cohesity is the former COO of VMware and President of SAP. Scott Mlyn | CNBC Data security firm Cohesity is eyeing […]
NVIDIA Corp
Tech exports amid U.S. AI race
This week, I unpack how China is not only striking economic deals but expanding its tech training programs to a slew of countries outside the […]
Norway sovereign wealth fund invests $543 million in Manhattan offices
NEW YORK, NY – JUNE 28: People walk along 6th Avenue in front of One World Trade Center during a street festival on June 28, […]
U.S. makes it harder for TSMC, SK Hynix, Samsung to make chips in China
A 300mm wafer on display at the booth of Taiwan Semiconductor Manufacturing Company during the 2023 World Semiconductor Conference at Nanjing International Expo Center on […]
Why Nvidia’s fate in China may look a lot like what BYD did to Tesla
Nvidia’s latest earnings again highlighted its extraordinary success and undeniable market power: $46.7 billion in revenue, up 56 percent from a year earlier, and net […]
Main Street and Wall Street are still alive and kicking
Los Angeles, California, U.S., on Aug. 28, 2025. Eric Thayer | Bloomberg | Getty Images The S&P 500 closed Thursday at a fresh high, buoyed […]
European markets on Fri Aug. 29: August gains, Inflation prints
European stock markets are heading for a mixed open on Friday as attention turns to inflation prints from some of the region’s biggest economies, along […]
Strong fundamentals in Main Street and Wall Street
Shoppers carry bags along Wall Street near the New York Stock Exchange in New York, U.S., on Friday, Aug. 15, 2025. Michael Nagle | Bloomberg […]
Nvidia’s top two mystery customers made up 39% of its Q2 revenue
Two Nvidia customers made up 39% of Nvidia’s revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about […]
Microsoft tests MAI-1-preview AI model boost to Copilot, rival OpenAI
Mustafa Suleyman, CEO of Microsoft AI, speaks at an event commemorating the 50th anniversary of the company at Microsoft headquarters in Redmond, Washington, on April […]