Nvidia reported $104 billion in second-quarter sales, expects 70% yearly growth, and has a $150 billion buyback plan. AI-industry worries and possible Texas data-center limits weigh against those signs, leaving the story balanced before results.
Nvidia's sales were still growing, and management expects another large rise next year. But worries about AI spending, possible limits on data-center projects, and weakness among related companies make the picture less certain. No new results have arrived, so the story does not settle which side will matter more.
Marvell shares have fallen 57% from their peak, and the company announced a merger plan with Lumentum. The article gives no deal terms or business results showing how the plan changes Marvell's prospects.
Lumentum shares have fallen 52% from their peak, and the company announced a merger plan with Marvell. The article gives no deal terms or business results showing how the plan changes Lumentum's prospects.
SpaceX raised $40 billion to buy Nvidia chips. The article does not say what the purchase will produce for SpaceX, so it does not establish a change in its business outlook.
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