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NVIDIA reported record Q2 FY2027 revenue of $96.2 billion (up 106% YoY) with Data Center revenue reaching $89.0 billion (up 117% YoY). The company also announced a major expansion with AWS to deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI applications.
Read original at globenewswire-incAn analyst argues that SpaceX should potentially replace Meta Platforms in the "Magnificent Seven" tech group. While SpaceX offers unique businesses in satellite internet (Starlink) and space transportation that aren't represented in the current group, Meta lacks tangible results from its AI initiatives despite significant investments. The analyst recommends keeping Tesla, Apple, Alphabet, Amazon, Microsoft, and Nvidia in the group.
Read original at the-motley-foolDan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolThe Law Offices of Frank R. Cruz is investigating Alphabet Inc. for potential securities law violations following reports that Google's Gemini 3.5 Pro AI model is months behind schedule and disappointing in performance. The investigation was triggered by two significant events: a 4.4% stock price drop on July 16, 2026 after Bloomberg reported delays, and a further 7% intraday decline on July 23, 2026 following Alphabet's announcement of expanded capital expenditures to $195-205 billion and negative free cash flow of $5.9 billion for Q2 2026.
Read original at globenewswire-incThe article compares two space economy companies with different business models. AST SpaceMobile is building a satellite-based cellular broadband network with major carrier partnerships, while Firefly Aerospace provides launch services and lunar landers for government and commercial customers. Both are unprofitable but show strong revenue growth. The author recommends Firefly Aerospace as the better buy due to its lower valuation (P/S ratio of 12.9x vs 149x), successful lunar landing achievement, and NASA partnership, despite both companies carrying significant execution risks.
Read original at the-motley-foolOklo announced an agreement with Meta to develop a 1.2-gigawatt nuclear facility in south central Ohio to power Meta's data centers. Pre-construction is scheduled for 2027 with general construction beginning in late 2028 or 2029, with the first phase expected online around 2030. However, the unproven small modular reactor (SMR) technology makes a 2030 timeline unlikely, with a later date being more plausible. Oklo's stock is down 45% this year as investors remain cautious about the company's business model and SMR viability.
Read original at the-motley-fool