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X @Bloomberg
Bloomberg· 2026-08-04 23:46
今日必读🚀SpaceX公布财报后股价重挫🔱美伊料达成开放霍尔木兹海峡协议🤖长鑫科技先进移动存储芯片或有突破获取免费中文电子报《彭博财经早茶》与音频播报,聚焦中国与全球市场最新动向,并有周末特别推送。A daily Chinese-language briefing and audio broadcast of what's moving markets in China and around the world. Plus, a weekend edition. https://t.co/Qa6jNN9JQM ...
X @Bloomberg
Bloomberg· 2026-08-04 23:30
Malaysia is working with state governments to protect farmland from industrial and real estate expansion as the explosive growth in data centers and chip manufacturing intensifies competition for land https://t.co/h271j3Ky72 ...
X @Elon Musk
Elon Musk· 2026-08-04 23:29
RT NVIDIA (@nvidia)AI compute is going to orbit. 🚀@SpaceX’s Starmind AI1 satellite compute payload is powered by NVIDIA Vera Rubin NVL72, bringing AI factory compute closer to the stars.The next chapter of AI infrastructure boldly goes where no AI compute has gone before. https://t.co/sJaY8Cg7b7 ...
X @Elon Musk
Elon Musk· 2026-08-04 23:24
RT K10✨ (@Kristennetten)@elonmusk Elon & Jensen with NVIDIA GPUsAugust 2016 https://t.co/6BfVmwOIwd ...
Michigan Primary To Set Midterms Roadmap | Balance of Power 08/04/2026
Bloomberg Television· 2026-08-04 23:12
This is balance of power. Live from Washington, D. C.Tonight, a rising tide hopes for a deal to reopen the Strait of Hormuz. Send U.S. stocks to fresh records and Brent crude back below $80 for the first time since mid-July. We'll speak in a moment with retired Lieutenant General Karen Gibson, former director of intelligence for U.S. Central Command, about whether the call can last.Plus, the Michigan test Michigan Democrats choosing between a moderate and a progressive today. And a very closely watched and ...
Navigating the NAND/Flash Price Surge
DDN· 2026-08-04 22:59
Today if you go to almost any web publication, IT publication, put in a search for uh NAND for SSDs, for DDR uh DDR5 memory, um you're going to see an awful lot of articles talking about the increase in cost. If we look back uh to March of last year, a 30 terbyte NVME drive was about 3 to 4,000 bucks. We were putting together some very nice all flash solutions uh for our customers building out big super pods, extending their HPC environments, building out NCP clouds.Uh we're looking at things like the NVIDI ...
Breaking Down SpaceX’s First Earnings Report | The Close 8/4/2026
Bloomberg Television· 2026-08-04 22:47
The countdown is on. Everything you need to get the edge at the end of the market day. This is the close.Reluctant or not. Record highs or record high. Live from studio two here at Bloomberg headquarters in New York.I'm Romaine Bostick. We check in on the markets as we count you down to those closing bells. The S&P 500 setting up for its 26 record high of the year, 54th in 12 months.And right now it's on as strong as four day run going all the way back to April 2025. Of course this does coincide with that d ...
Market Today: Palantir, AMD, Oil Majors, and More Move Markets
GuruFocus· 2026-08-04 22:00
[music] This is Guru Focus Market today. Your afternoon market brief for Tuesday, August 4. Here's where things stand.Palunteer Technology shares soared nearly 30% after the company reported a blowout second quarter with US commercial revenue up almost 93% and a raised fullear outlook. The surge contributed to a broader rally as the Dow Jones Industrial Average jumped 1,000 points and the S&P 500 reached a new record high. The market gains were fueled by strong earnings across sectors and renewed optimism f ...
Elon announces that SpaceX building exclusively on Nvidia
Yahoo Finance· 2026-08-04 21:35
Strategic Partnerships & Technology Infrastructure - Company commits to building exclusively on Nvidia architecture, recognizing it as the superior AI computer [1] - Company highly values deep cooperation and multifaceted partnership with Nvidia [1] - Company selects the Blackwell Rubin architecture as the exclusive hardware foundation for future development [1]
AMD reports massive $808 million in capex spending in Q2 earnings.
Yahoo Finance· 2026-08-04 21:25
AMD has just crossed the wire. Let's get you those numbers. Q2 uh adjusted EPS 166 versus an estimate of 162.So that's a beat on your bottom line. Look at the top line. Q2 revenue 11.54% billion. Consensus was 11.31% billion.So beats on the bottom and the top. Uh Q2 adjusted operating margins better than expected there by a hair. 27% the estimate was 26.9%.Uh so they're holding in there. uh Q2 capex number. Let's look at that. That comes in at 88 million.Analysts had thought it was going to be something mor ...