To The Moon

$SpaceX(SPCX)$   SpaceX Starlink Fee Hike Shows Musk’s Growing Grip on Pentagon Defense Tech Story Highlights SpaceX reportedly raised monthly Starlink connection costs for certain U.S. LUCAS drones to about $25,000 per terminal, up from roughly $5,000, as the Pentagon leaned more heavily on the network during the war with Iran. The dispute highlights Starlink’s growing role in U.S. defense infrastructure, a potential revenue driver for SpaceX ahead of a possible IPO, but also a source of scrutiny as the Pentagon becomes more dependent on one private company. , Elon Musk’s private aerospace and satellite internet company, is pressing the Pentagon for much higher Starlink fees as the U.S. military leans more heavily on the network during the w

‌$NVIDIA(NVDA)$  ‌ Latest Quarterly Results (Q1 CY2026 / FY2027) NVIDIA delivered another very strong quarter, beating Wall Street expectations again. The company continues benefiting from the global AI boom and strong demand for data center GPUs 🚀 What Is Driving NVIDIA Growth? 1. 🤖 AI Demand Explosion The biggest growth engine is: AI servers AI training chips Cloud computing Enterprise AI adoption Major customers include: Microsoft Amazon Google Meta AI infrastructure spending remains extremely strong globally. ‌ 2. 🖥️ Data Center Dominance Data Center revenue now contributes the majority of NVIDIA’s business. Key points: Blackwell AI chips ramping strongly Hyperscalers still spending aggressively Sovereign AI demand rising globally Enterpr

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo

NVIDIA's Stellar Earnings Fuel AI Bull Market, Wall Street Eyes $7 Trillion Valuation Stock News 22:55 NVIDIA (NVDA.US), the world's highest-valued company often dubbed the "most important stock on Earth" and the "AI chip kingpin," released another exceptionally strong quarterly report and future outlook after the U.S. market closed on Wednesday. The latest results clearly underscore that the global frenzy for building AI computing infrastructure is far from over, expanding from AI GPUs and ASICs to data center CPUs, high-performance networking, full-scale server clusters, AI super factories, and enterprise-level large-scale AI cloud computing systems. On Wall Street, bullish sentiment for NVIDIA, the "global AI leader," is intensifying. The average analyst price target alone suggests a po

A Review of NVIDIA's Stock Price Movements Over the Past 16 Quarters Deep News 24 minutes ago Focus: Examining U.S. Stock Q1 2026 Earnings Reports $NVIDIA(NVDA)$   NVIDIA's earnings reports no longer shock global markets as they once did, with even traders growing accustomed to the pattern. Data from the Chicago Board Options Exchange reveals that in 6 of the past 7 quarters, and 14 of the past 20, option pricing has overestimated the stock's volatility following earnings releases. The average implied volatility before reports has been 6.7%, while the actual average stock price movement post-earnings has been only 4.6%. Market sentiment may now be turning more rational: the implied volatility for the world's most valuable company's upcom

$Alibaba(BABA)$   Deep News 17 minutes ago Focus: Review of U.S. Stock Q1 2026 Earnings Reports Market Overview: Shares of Alibaba (BABA) surged nearly 7% on Wednesday. Reason for the Rally: The Chinese e-commerce and cloud computing giant reported a 3% year-over-year increase in fourth-quarter revenue, which fell short of analyst expectations. The company's overall profitability was pressured by increased investments in artificial intelligence projects, expansion of cloud infrastructure, and continued spending on its instant delivery service, which aims to fulfill orders within one hour. During the earnings conference call, management stated plans to further expand investments related to artificial intelligence. Alibaba's CEO, Wu Yongmi

Stock Track | SanDisk Soars 5.19% Intraday on Record AI-Fueled Earnings and $6 Billion Buyback Authorization Stock Track $SanDisk Corp.(SNDK)$   21:45 SanDisk Corp.'s stock surged 5.19% during intraday trading on Friday, continuing its strong momentum in the market. The sharp rise follows the company's exceptional fiscal third-quarter results, which showed a dramatic turnaround to a net income of $3.62 billion on sales of $5.95 billion. The earnings jump was fueled by surging NAND flash demand for AI and data center workloads, with the data center segment soaring 645% year-over-year. SanDisk also authorized a new $6 billion share repurchase program funded from operating cash flow, highlighting strong cash generation. Management emphasized tha

Meta Platforms (META) is in a fascinating "high-growth, high-spend" phase. While the company is delivering some of the strongest financial results in its history, the stock has recently experienced volatility as investors grapple with the massive costs of building the AI future. ‌ 1. Financial Performance (Q1 2026) Meta's most recent earnings report (April 29, 2026) was a massive "beat and raise" on the top and bottom lines:  Revenue: $56.3 billion (up 33% YoY), significantly beating analyst expectations.  Earnings Per Share (EPS): $10.44 (exceeding consensus of $6.82).  Operating Margin: Held strong at 41%, showcasing extreme efficiency in the core "Family of Apps" (Facebook, Instagram, WhatsApp).  Ad Growth: Ad impressions rose 19% and the average price per ad ju

$Advanced Micro Devices(AMD)$ CEO Lisa Su speaking on CNBC: $Advanced Micro Devices(AMD)$   "Every CEO I've talked to is accelerating their AI usage. I am very, very bullish on AI. It feeds on itself." "I am very confident in our roadmap. We've been planning for this agentic AI point since a couple years ago." 🟢 +15% in pre-market [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  

$Alphabet(GOOG)$  $Alphabet(GOOGL)$   Alphabet Inc. (Google) demonstrates robust fundamental strength in Q1 2026, characterized by a significant beat on earnings and revenue driven by AI-integrated search and cloud growth, despite facing increased regulatory scrutiny in the EU and Brazil. The company is successfully balancing massive capital expenditures for AI infrastructure with expanding operating margins, though valuation metrics suggest the stock is trading at a premium relative to historical averages. Detailed Analysis 1. Financial Performance: Strong Beat and Margin Expansion Alphabet's Q1 2026 results, released on April 29, 2