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Articles tagged markets.

Nvidia Beat at $96.2B and Guided to $108B. The Stock Added $442B in a Day.
Big Tech

Nvidia Beat at $96.2B and Guided to $108B. The Stock Added $442B in a Day.

Nvidia reported Q2 FY2027 revenue of $96.22 billion against $92.07 billion consensus, with Data Center up 117% to $89.02 billion. It guided Q3 to $108 billion and said revenue should grow about 70% next fiscal year.

Sam Whitaker
SpaceX Grew Revenue 92% in Its First Public Quarter. AI Spending Ate the Result.
Markets & Money

SpaceX Grew Revenue 92% in Its First Public Quarter. AI Spending Ate the Result.

SpaceX reported $7.8 billion in Q2 revenue, up 92%, in its first quarter as a public company. AI infrastructure spending doubled to $15.8 billion, the AI segment lost $1.26 billion, and the stock is down 24% since its debut.

Sam Whitaker
US Venture Hit $412.7B in Six Months. Over 80% Went to Megarounds.
Markets & Money

US Venture Hit $412.7B in Six Months. Over 80% Went to Megarounds.

US venture investment reached $412.7 billion in the first half of 2026, already topping any prior full year, with more than 81% of the dollars flowing into rounds of $100 million or more.

Sam Whitaker
Daily Roundup, May 29: The AI Money Kept Circling
Markets & Money

Daily Roundup, May 29: The AI Money Kept Circling

Anthropic's record raise, Snowflake's best day ever, and a trillion-dollar Micron. The thread is capital, and a lot of it is moving in a circle.

Sam Whitaker