Pantera, Bain Bet $52.5M That ‘Proof Of Human’ Will Become The Internet’s Next Infrastructure Layer

Shares of enterprise application software are trading higher amid sympathy with Salesforce after the company reported Q2 financial results.

Li Auto Says It Wants to Be 'Like Apple and Huawei'

Li Auto says its in-house chips and batteries are about following Apple and Huawei—not replacing Nvidia or CATL.

Nvidia At $1 Trillion In Annual Sales? Raymond James Says It’s Possible By 2029

Raymond James says Nvidia could reach $1 trillion in annual sales by fiscal 2029 as AI demand stays strong and supply constraints ease.

Citigroup Maintains Buy on NVIDIA, Raises Price Target to $315

Citigroup analyst Atif Malik maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $300 to $315.

Nvidia's Supply Commitments More Than Doubled to $279 Billion. Here's What It Does to the Stock.

Nvidia doubled its supply commitments to $279 billion, primarily for memory procurement, to secure components for the next several years of AI demand. While gross margins will compress to 71-72% in Q4 fiscal 2028 as the company absorbs memory cost increases, management expects margins to recover to 72-73% in fiscal 2028 as price increases take effect. Despite near-term margin pressure, the company's strong revenue growth (89% YoY guidance) and reasonable valuation support a positive long-term outlook.

CrowdStrike Just Hacked The AI Boom: The Cybersecurity ETF Trade Taking Shape

CrowdStrike reports a blowout quarter, putting cybersecurity ETFs in the spotlight as AI agents create new demand for security tools.