1. Nvidia Q1 2027 Reigns On — Sans China: Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even higher. Revenue grew 85% to $81.6 billion in the three...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🧠: Stocks climbed into the long weekend as growth trades ignored ugly macro vibes and the worst consumer sentiment reading on record. Nvidia kept the AI trade standing, Lenovo lit up Dell...

Presented by CLOSING BELL The market climbed Friday after Nvidia kept the AI trade standing and Thursday’s bond scare started to slow slightly. Maybe the swearing-in ceremony of new FOMC chair Kevin Warsh helped calm vigilantes. Tech led the midday...

BITCOIN PIZZA DAYHappy Bitcoin Pizza Day 🍕 Click to enlarge. Gather ye round and lend thine ears unto a tale of woe so vast that merchants yet mark it upon their calendars, calling it Pizza Day, that none might forget what hath transpired upon...

The Mega-AI IPO Mega-Wave is on the calendar. Now the valuation debates begin. Three trillion-dollar names — SpaceX/xAI, OpenAI, Anthropic — sprinting to file. Each one comes with a very different valuation argument now sitting on the analyst desks. Rev...

Crypto Binance can’t seemingly quit Iran. (engadget.com) This crypto company has spent a lot to armor their executives vehicles. (ft.com) Oura Oura Health Oy has filed to go public. (cnbc.com) How Oura has succeeded in the wellness...

I went to my first New York Knicks game last night and I picked a good one. I took my daughter Rachel and we had a blast. I was having breakfast this week with Fred Wilson and one of his friends who has the seats next to him could not use the tickets so...

Nvidia continues to ride high this AI Tech Wave globally with its AI GPUs and related systems globally. Despite the ‘Frenemies’ dynamic of the industry, where its top customers are also developing their own chips for AI training and inference. I’ve...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🧠: Stocks climbed back from an early red start as fresh U.S. and Iran peace hopes helped the Dow reach record highs. Nvidia kept AI attention pinned after its monster quarter, but...

Presented by CLOSING BELL The market spent climbed Thursday, after starting the day in the red, but the Dow ended up hitting record highs after yet more U.S. Iran peace hopes. Nvidia still sat at the center of the watch board after its giant quarter,...