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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A:
Potential for increased shareholder cash returns,
Vera Rubin ramp timing (2H 26E),
Gross margin durability (~75% amidst continued memory/other cost inflation),
Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before
Potential upside from agentic AI to the server CPU...
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Jun 25, 2026 / Tyler Durden
Futures Jump As Micron Revives AI Euphoria, Oil Erases War Gains
Futures Jump As Micron Revives AI Euphoria, Oil Erases War Gains
Global stocks and S&P futures are higher while Nasdaq futures are on a tear after Micron’s sales forecast blew the lights out, brushing aside fears over a near-term pullback in the AI trade, while Qualcomm set aggressive targets at its investor day in New York. As of 8:00am ET, a revival of the AI demand theme is sending contracts on the Nasdaq 100 up 2.1% while S&P 500 futures are up a more modest 0.7%. MU is +18% pre-market, pushing Semis...
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Feb 16, 2026 / Tyler Durden
NASA Awards Next 2 Private Astronaut Missions To International Space Station
NASA Awards Next 2 Private Astronaut Missions To International Space Station
Authored by T.J. Muscaro via The Epoch Times (emphasis ours),
NASA has awarded its next two private astronaut missions to the International Space Station (ISS) in as many weeks, marking a further expansion of the private sector in low Earth orbit and continuing Administrator Jared Isaacman’s intention to make the most use of the orbiting outpost.
In this image from video, the 11 International Space Station crew members representing Expedition 70 (red shirts) and Axiom Space 3 (dark blue suits) crews...
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May 24, 2026 / Tyler Durden
Zombie Home Foreclosure Numbers Increase In 38 US States
Zombie Home Foreclosure Numbers Increase In 38 US States
Authored by Naveen Athrappully via The Epoch Times (emphasis ours),
The number of residential zombie foreclosures in the second quarter of 2026 marginally increased from the previous quarter, with such foreclosures rising in the District of Columbia and 38 out of the 50 U.S. states, real estate analytics company ATTOM said in a May 21 statement.
Homes in Huntington Beach, Calif., on July 12, 2024. John Fredricks/The Epoch Times
"Out of the country's 104.9 million residential properties, 245,376 were in the foreclosure process in...
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