GameStop made a non-binding takeover proposal for eBay, offering $125 per share. EBay shares jumped more than 13% higher in after-hours trading; GameStop jumped 4%.
One of the world's most recognizable tech giants is quietly building a chip business large enough to rival the biggest names in semiconductors.
On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor's attention. "9 data centers went offline or they went to backup power. And when the grid came back up, the grid was expecting the data centers to be there and they weren't."... Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts
Amazon turned in a great Q1, but it's just getting started.
The market hasn't priced in the huge opportunity in Amazon's robotics technology.
Google Cloud grew 63% in the first quarter, well ahead of Microsoft Azure's 40% and AWS's 28%. Google Cloud's backlog nearly doubled in three months to over $460 billion.
The company is already generating billions of dollars thanks to the AI boom.
Nvidia's shareholders should be celebrating.
Amazon, CoreWeave, and Oracle can thrive with or without deals from OpenAI.