Nvidia's $NVDA CFO said today: "We are not near any point in time now where we are seeing any type of a slowdown"

BROADCOM $AVGO AI REVENUE IS SURGING "Semiconductor revenue was a record $30.1 billion driven by AI revenue of $12.2 billion. AI revenue which grew 220 percent year-on-year was driven by our leading AI XPUs and Ethernet networking portfolio"

Jim Cramer on $NVDA ? 😂

$NVDA OH MY GOODNESS OFFICIALLY BREAKING THE $150s Today, Jensen Huang will give a keynote at CES. Major themes the street is looking for: - Potentially competing with $AMD on entering the AI CPU market - Updates on next generation Rubin GPUs and estimates for demand - The

$NVDA Nvidia is a company that tends to not be political. Of course, politics effects them just as much (if not more) than any public company. However, you don't hear Jensen give his thoughts on the political problems of our time or $NVDA make statements about deeply political

DeepSeek is an efficient distilled model, but the development $ numbers people are internalizing here are silly. They aren’t considering prior research and development work, which is obviously considerable and highly likely to include the use of current AI frontier models. You

$NVDA ERASES $589 BILLION IN VALUE, MOST IN MARKET HISTORY

Great news for $NVDA. Zuckerberg says they will invest hundreds of billions of dollars in AI infrastructure over the long term. So far they’ve spent around $50B (subset of Capex).

The top four hyperscalers are set to contribute $325 billion in CapEx for FY25: $AMZN: $105B $MSFT: $80B $GOOGL: $75B $META: $65B

Sam Altman, CEO of OpenAI, has responded to the WSJ's story on an Elon Musk buyout of OpenAI for $97.4 billion saying: "no thank you but we will buy twitter for $9.74 billion if you want" Elon Musk, in response, called Sam Altman: "Swindler"

Another week of winning off to a great start

The DOW has dropped 1000 points 11 times in history. 4 of those have been since “Liberation Day”

As Buffett announces his succession, he says he has zero intention of selling a single Berkshire share—he’ll keep giving them away gradually. The crowd gives him a standing ovation, with sustained applause filling the arena.

We welcome the Administration’s leadership and new direction on AI policy. With the AI Diffusion Rule revoked, America will have a once-in-a-generation opportunity to lead the next industrial revolution and create high-paying U.S. jobs, build new U.S.-supplied infrastructure,

*NVIDIA’S HUANG SEES NO EVIDENCE OF AI CHIP LEAKAGE TO CHINA $NVDA 🇨🇳🇨🇳

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Microsoft $MSFT is now worth more than $3.5 Trillion for the first time in its history

The Godfather of AI Jensen and Nvidia hit $4 trillion market cap. AI Revolution and huge historical moment for US Tech sector 🏆🔥🐂🎯

First company to hit a $1 Trillion market cap - Apple First company to hit a $2 Trillion market cap - Apple First company to hit a $3 Trillion market cap - Apple First company to hit a $4 Trillion market cap - Nvidia

NEWS: NVIDIA will resume H20 sales to China. The U.S. government has assured licenses will be granted, with deliveries expected soon. NVIDIA CEO Jensen Huang also announced a new, fully compliant RTX PRO GPU for China. Read more: blogs.nvidia.com/blog/nvidia-ce…