Maya Bennett

Nike generated $46.4B in fiscal 2026, nearly $5B below its 2024 peak, as digital sales and China remain weak ahead of October earnings.

Nvidia’s Vera Rubin NVL72 delivered up to 3.7x GB300 throughput in MLPerf, but the bigger question is who can finance the next AI hardware cycle.

Starlink revenue reached $4.3B in Q2 as subscribers doubled to 12M. The bigger SpaceX thesis is recurring connectivity cash funding Starship and AI.

Bill Gates is warning governments about catastrophic AI risks even as his foundation commits $1B to expand AI in health, education and agriculture.

Nscale heads toward a U.S. IPO with $103B in contracted revenue, just $141M in first-half revenue and $1B in Nvidia-backed financing.

Zcash trades near $1,600 as 21Shares launches a physically backed European ZEC ETP. But its 2.5% fee and tiny starting AUM complicate the bullish case.

Google is launching an experimental satellite carrying custom TPU chips into orbit, marking Big Tech's first move toward space-based AI data centers.

Nvidia and Micron are projected to power over half of S&P 500 tech earnings growth as semiconductor revenue surges 62% on massive AI infrastructure spend.

Nvidia has U.S. licenses to ship H200 AI chips to China, but sales remain small. The Trump–Xi visit puts that gap back in focus.