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$QCOM Qualcomm is "already in production" with Amazon, revenue starting the Dec quarter, per CFO at Goldman today. The deal isn't incremental to the $5B FY27 / $15B FY29 data center targets, but the company calls it core to hitting them. More here:
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Why pay $12.9B for a largely free, open AI platform? Control of the developer ecosystem. Google, Amazon and OpenAI are building custom chips. Owning Hugging Face puts $NVDA beside the developers who decide which hardware wins. The logic behind the deal:
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A strong quarter. A raised forecast. And a 7% drop. Here's why $MRVL fell after earnings and why the Google deal everyone got excited about wasn't the upside investors thought it was:
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Nvidia's blowout guide was supposed to re-light the AI trade. It's not holding, memory sold off, neoclouds faded, and $NVDA can't hold its levels, down ~4%.
When a stock gets great news, pops, then gives back, that's a warning sign for technicians:
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NEW On @MadMoneyOnCNBC, $NVDA CEO Jensen Huang added color on the AWS deal: beyond the 2 million GPUs, Amazon's also buying "millions of CPUs" plus using Nvidia tech for robotics. $AMD $INTC
NVDA is up +13% this year while the chip index is +70%. One of the widest gaps against its own sector on record. Why the beats stopped working: $NVDA
A wave of AI earnings is lifting the chip trade this morning. Foxconn, Lumentum, CoreWeave, Nebius and Super Micro all delivered after a tough July. The message: the world is still short on compute, and pricing keeps climbing. More here: $LITE $CRWV $SMCI
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Nvidia wants Wall Street to treat its chips like real estate, something you can lend against and resell. Six firms are raising $500B to fund AI buildouts with Nvidia offering to back up to 25% on select deals. Is GPU compute the new collateral? More $NVDA:
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Intel is now selling $20B in stock, up from $15B, at $95 a share. Dilution stings for current holders. But it's a positive for the demand narrative across AI chips and $INTC equipment and materials suppliers who get paid when Intel builds. More here:
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Nvidia is putting its balance sheet behind the AI boom. It's reportedly in talks to guarantee financing so OpenAI can lease a data center, on Nvidia's credit rather than its own, without writing a check. Can its free cash flow absorb these deals? $NVDA
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