NV Markets
Nico Valdez
Covers the money in AI: earnings, deals, chip spending and the markets that price them.
- Markets AMD posts $13.4 billion quarter as data-center sales nearly double
- Markets Salesforce agrees to buy Cresta to add voice agents to Service Cloud
- Markets Oracle launches $20 billion stock and bond sale amid AI buildout
- Markets Anthropic IPO filing shows $17 billion quarter, $23 billion loss
- Markets Marvell to buy Lumentum in $115 billion deal for AI data centers
- Markets Aramco closes $2.6 billion deal for 49% of AI firm Humain
- Markets Canada takes stake in Cohere as AI lab targets C$7 billion
- Markets Amazon says AWS grew 39%, fastest in nearly five years
- Markets Microsoft says Azure grew 48% as AI demand outruns supply
- Markets Google Cloud sales double as Alphabet capex hits $51 billion
- Markets Oracle says it will offer Google TPUs on its cloud in 2027
- Markets SpaceX commits to $40 billion Apollo lease for Nvidia GPUs
- Markets Nvidia, Oracle say Vera Rubin racks are now on Oracle Cloud
- Markets Anthropic IPO filing shows $16.3 billion in first-half sales
- Markets Meta upsizes AI stock sale, prices $25 billion of shares .
- Markets Jassy says AWS is sold out for 2026 and largely for 2027
- Markets Warp Sciences raises $215 million for U.S. AI chemistry labs
- Markets DeepSeek raises about $15 billion in round, Bloomberg says
- Markets Anthropic draft IPO filing shows $16.3B revenue, WSJ says
- Markets SpaceX AI unit tops Starlink with $7.6B in Q3 revenue
- Markets OpenAI’s frontier models come to Google Cloud’s Model Garden
- Markets OpenAI seeks $30 billion at over $1.4 trillion, report says
- Markets OpenAI buys Orchestra Bio to add drug agents to Rosalind
- Markets Tenstorrent raises $1.5 billion at a $6.2 billion valuation
- Markets Nvidia RTX Spark laptops go on sale with up to 128GB memory
- Markets BBC: Anthropic told investors Q3 revenue hit $16.8 billion
- Markets IMF names AI stock correction a top financial stability risk
- Markets AMD Helion agentic AI rack supports up to 32,768 CPU cores
- Markets Microsoft expects 40% more tokens per megawatt from Maia 300
- Markets Nvidia-backed Firmus pulls ASX IPO, turns to private capital
- Markets Nvidia opens RTX Spark laptop preorders, available Oct. 16
- Markets DeepSeek is reported near a $12 billion funding round
- Markets Schneider Electric to buy PTC for $22.6 billion in cash
- Markets DOJ arrests Earthmade CEO on $300M GPU charges
- Markets Micron posts record $54.23 billion quarter on AI memory
- Brief DeepSeek CEO calls Huawei chips a top bet, report says .
- Markets Anthropic commits $11.6 billion to Akamai’s cloud services
- Brief Oracle sends force majeure notice on a Stargate campus
- Markets Claude agents find CRISPR-like enzyme system at Anthropic
- Markets Microsoft pledges $10 billion-plus for Middle East AI
- Markets Snorkel AI raises $350 million at $3.5 billion valuation
- Markets SoftBank markets $11 billion in notes to fund OpenAI
- Markets Anthropic expected to top $100 billion run rate, NYT reports
- Markets Crusoe completes first close of $3.9 billion Series F
- Markets Nscale files for NYSE IPO as revenue jumps 1,252%
- Markets Huawei unveils Atlas 960E SuperPoD with 4,096 AI chips
- Markets Novo Nordisk taps Anthropic’s Claude for drug discovery .
- Markets OpenAI in early raise talks at $1.2 trillion value, FT says
- Markets Chip index falls 5.9% after AI lab leaders urge slower pace
- Markets Anthropic’s compute book hits $517 billion, report says
- Markets Google plans at least €13 billion for Finnish data centers
- Markets Mistral raises €3 billion Series D at more than €21 billion
- Markets Nvidia partners aim to raise over $500 billion for AI
- Markets Nvidia agrees to buy Hugging Face for about $11.9 billion