
Marvell Technology (MRVL.O) released its third-quarter financial report for fiscal year 2026 (ending October 2025) in the early morning of December 3rd, Beijing time, after the U.S. stock market close......
Marked by the release of ChatGPT at the end of 2022, the AI frenzy over the past three years has swept through every sector, from computing power, storage, networking, manufacturing, power infrastruct...
$NVIDIA(NVDA.US)
Expanding on my previous thought, patience is easy when you follow the money, not the noise. While retail traders worry about daily charts, the “Hyperscalers” (Amazon, Microsoft, Googl...
OpenAI is on track to have massive revenue this decade but the cloud bill is even bigger so the business never actually cash flows positive and needs hundreds of billions in outside funding to keep gr...
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