Tech
AI is coming for software companies
The enterprise software sector suffered a catastrophic valuation collapse in early February, as specialized software ETFs plunged into deep correction territory.
AI Boom
Tech
Nvidia's $57bn quarter doesn't end the bubble debate
Nvidia delivered another staggering operational report for the third quarter of fiscal 2026, generating an astonishing $57 billion in net revenue and comfortably beating Wall Street consensus projections.
Markets & Finance
AI's biggest spenders feel the credit squeeze
The primary corporate bond market is experiencing an acute bout of supply indigestion as the unprecedented borrowing blitz from artificial intelligence conglomerates saturates institutional credit portfolios.
Tech
Meta borrows $30bn for AI
Meta Platforms executed an unprecedented corporate financing transaction, issuing an astonishing $30 billion in multi-tranche investment-grade debt to fund its aggressive artificial intelligence capital expenditure roadmap.
Special Report
Halloween: The scariest balance sheets in AI
On Halloween, Nvidia cemented an extraordinary milestone in global financial history: its market capitalization breached a staggering $5 trillion on 29 October.
Tech
The AI money loop
World
Nvidia's China problem
Nvidia delivered another blockbuster quarterly earnings print for the second quarter of fiscal 2026, generating $46.7 billion in revenue.
Tech
Tariffs haven't dented Big Tech's AI spending
As industrial manufacturers, retail chains, and automotive conglomerates slashed capital budgets under the cloud of escalating trade wars, Silicon Valley’s technology titans remained totally insulated.
Business
Nvidia's margins slip
Nvidia’s fourth-quarter earnings release showcased staggering top-line demand, with quarterly revenue reaching $39.3 billion.
Tech
Nvidia beats and still falls
Nvidia delivered a second-quarter financial report that would have been heralded as an unmitigated triumph for any other enterprise on earth: revenue surged 122 per cent to $30 billion, beating consensus expectations.
Business
Nvidia becomes the world's most valuable company
On 18 June, Nvidia achieved a corporate milestone that was unthinkable two years ago: it surpassed Microsoft to become the most valuable public corporation in the world, touching a staggering market valuation of $3.34 trillion.
Markets & Finance
Nvidia hits $3trn, and index funds are along for the ride
On 5 June, Nvidia crossed another monumental financial threshold, surpassing $3 trillion in market capitalization and overtaking Apple as the second most valuable corporation on earth.
Tech
Nvidia's boom: peak or plateau?
Nvidia delivered another quarterly financial masterclass, with first-quarter data centre revenue surging to $22.6 billion—up an astonishing 427 per cent year-on-year.
Tech
Nvidia adds $277bn in a day
On 22 February, Nvidia staged a display of market capitalization creation without historical precedent.
Tech
OpenAI's boardroom drama and Microsoft's $13bn exposure
The weekend putsch that briefly ousted Sam Altman from OpenAI before his triumphant reinstatement will be analyzed for years as corporate governance absurdism.
Special Report
Independence Day: Washington is paying factories to come home
The global race for industrial reshoring has transformed corporate capital allocation from a private optimization exercise into a state-subsidised land grab.
Tech
Nvidia's forecast stuns Wall Street
On 24 May, Nvidia delivered an earnings release and forward guidance that will stand as one of the most stunning inflection points in modern corporate history.
