Wall Street analysts are bullish on the prospect for Nvidia's third-quarter earnings report, with expectations running high for the new Blackwell GPU.

It's becoming Wall Street's quarterly pulse check on the AI economy: Nvidia's earnings report is on deck tomorrow afternoon. Why it matters: The chipmaker has become a proxy for the status of the budding AI economy,

Nvidia is on a historic run as its GPU chips are the technology industry’s tool of choice for making and deploying generative artificial intelligence software.

Both he and Mortonson are unsurprised Blackwell’s rollout has run into production delays. A recent report from The Information, a tech-focused publication, said overheating issues had compelled Nvidia to ask suppliers to adjust the design of the platform’s server racks.

SpaceX, under the leadership of Elon Musk, is reportedly preparing to initiate a tender offer next month. What Happened: SpaceX's tender offer will allow the sale of existing shares at $135 each, valuing the company at over $250 billion, as reported ...

U.S. stock futures indicated a mixed opening on Monday as investors looked ahead to crucial corporate results, especially from AI-chip leader Nvidia, following Wall Street's slump the previous week. Rising expectations that the Federal Reserve will slow its pace of rate cuts and uncertainty over the impact of U.