Nvidia posted $68.1 billion in revenue, up 73% year over year, with Data Center Networking revenue surging 263% to $10.98 billion, driven by NVLink infrastructure scaling across hyperscalers. EPS came in at $1.62 against a consensus estimate of $1.52. Full-year free cash flow hit $96.6 billion.
BJK tracks the MVIS Global Gaming Index, giving investors a single-ticker way to own the full gaming value chain. The top five holdings represent 34% of the portfolio, spanning gaming REITs VICI Properties and Gaming and Leisure Properties, Australian manufacturer Aristocrat Leisure, Macau operator Galaxy Entertainment, and Las Vegas Sands. The fund also carries exposure to sports betting through Flutter Entertainment and DraftKings, plus lottery operators and gaming software developers.
Constellation's pullback traces to two friction points, the first being FERC's rejection of a behind-the-meter nuclear colocation deal between Amazon and Talen Energy in November 2024, which sent shockwaves through the sector. While Constellation wasn't directly involved, the ruling raised questions about the viability of similar hyperscaler partnerships.
For three years in high school, I watched Chinese movies and had this incredibly eye-opening experience of feeling like, on the surface this was a very foreign and different language and culture, but through the movies, you could start to appreciate that actually so many of the themes are the same as what you would see in any typical Western movie.
The lawsuit filed in Miami-Dade County, Florida, said the nation's largest lender violated its own policies by singling him out, to ride the "political tide" by terminating several of his accounts. "While we regret President Trump has sued us, we believe the suit has no merit. We respect the President's right to sue us and our right to defend ourselves," JPMorgan said.
I am someone with decades of experience working on large mining, oil and gas, and environmental projects in many capacities-from Peru to the Democratic Republic of the Congo, from Patagonia to Northern Canada. I have been at the tip of the spear for construction but also on teams managing ecological impacts. I have seen first-hand how well a project can go but also the disaster that can befall it if it is rushed.
State of play: WBD' s board has 10 days to respond to a hostile takeover bid from Paramount, launched Monday after WBD announced a deal to sell its studio and streaming businesses to Netflix for $83 billion. While the board has said it believes Netflix's offer was superior to Paramount's for financial reasons, it will need to weigh whether choosing to reject Paramount's tender offer could invite shareholder lawsuits.
Barclays has revealed a £110 million loss tied to the collapse of Tricolor, a US subprime auto lender accused of fraud - an event now seen as a major warning sign for the $3 trillion private credit market. The bank confirmed the impairment in its third-quarter results, which otherwise met expectations, showing pre-tax profits of £2.1 billion - down 7% year-on-year but broadly in line with analyst forecasts.
Doug argues that by investing in OpenAI while openAI in turn buys Nvidia chips, a relationship between the two companies is artificially boosting revenue and misrepresenting the company's financial health. Doug cites a Wall Street Journal report noting that OpenAI received warrants for up to $160 million AMD shares at just one cent per share, calling the deal "bogus" and potentially in violation of accounting standards.
From boardrooms to factory floors, U.S. companies are entering a new era where federal guardrails may disappear. The laws may be rolling back, but the risk: legal, financial, and reputational, are multiplying. Getting ahead of this challenge is one of the few things boards and leadership teams can control in a business world defined by uncertainty. I. The Disappearing Roadmap Imagine you're at a dinner with fellow executives.
One of my little joys this past summer was a brown sugar cold foam cold brew from Starbucks, most often purchased after a strenuous sculling session. Simpler in both construction and calories than a frappuccino, but with the same instantaneous burst of sugary delight on the initial sip, each drink was a hit of warm-weather pleasure to savor. For the first few sips (gulps) the brown sugar cold foam overwhelmed,
Intel has warned that granting the US government an equity stake could subject the company to "additional regulations, obligations or restrictions" in foreign markets and limit its ability to pursue strategic transactions that are beneficial to shareholders.
