Nvidia reported $81.61 billion in Q1 FY27 revenue, driven mainly by a 77% rise in compute and 199% jump in networking for AI data centers. Apple posted $109.4 billion in Q3 FY26 revenue, its strongest June quarter ever, with iPhone sales at $54.25 billion and services reaching $30.7 billion. Nvidia focuses on AI infrastructure expansion, while Apple leverages its large installed base and growing services. Nvidia guided Q2 FY27 revenue to $91 billion, and Apple expects 9%-11% growth next quarter amid supply constraints. Nvidia is favored for growth potential, Apple for stability.
Jim Cramer recommends investors to "own it, don't trade it" for Apple and NVIDIA, emphasizing long-term holding over short-term trading. Both companies are competing for the title of the world's most valuable publicly traded company, with NVIDIA lead...
California voters will decide on November 3, 2026, a proposed one-time 5% wealth tax on billionaires with net worth over $1 billion. While billionaires like Larry Page, Sergey Brin, and Peter Thiel moved out of California to avoid the tax, Nvidia CEO...
Meta's AI agent Muse, topping the App Store in 10 days, highlights growing demand for CPUs alongside GPUs in AI workloads. Nvidia's new Vera CPU targets this shift, integrating tightly with its AI platforms to capture more server CPU revenue. While I...
NVIDIA lost about $300 billion in market value after the Federal Reserve raised interest rates by a quarter point, pushing the 10-year Treasury yield near a 52-week high. This rate increase impacts NVIDIA heavily because its valuation depends on cash...
Arm's stock fluctuated significantly in 2026 due to shifts in customer demand and supply confidence for its silicon manufacturing. Despite steady demand figures, the stock fell earlier in the year due to supply concerns but rallied strongly in Septem...
