Here are the companies leading the software comeback against OpenAI and Anthropic
Yahoo! Finance Video
The US is holding itself back in AI race as admin. weighs semiconductor tariffs
Yahoo! Finance Video
OpenAI JalapeƱo Chip Posts 1.9x Efficiency Lead Over Nvidia; Huang Answers With $96B Quarter
Tech Times
Nvidia Stock Jumps as Revenue Forecast Fuels Confidence
Schaeffer's Investment Research
Silicon Motion Technology Corp ADR (SIMO)
Morningstar
Zoom kits on smartphones are awesome. After using the Vivo X300 Ultra, I don't think they're for everyone
Digital Trends
Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers
Fortune
The US is mulling tariffs that will make your laptops, phones, and gaming consoles pricier
Digital Trends
Apple dominated June quarter smartphone sales
Apple 3.0 - Philip Elmer-DeWitt
Nvidia Earnings Give Nasdaq Futures a Boost
Schaeffer's Investment Research
Plexo's Lo Toney breaks down Nvidia's Q2 results
CNBC: Squawk Box
Nvidia reports another set of blockbuster earnings
CNBC: Squawk Box Europe



