HeyJaredBryan White
- Indexed articles, last 90 days
- 14
- Latest publication
- Sep 12, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 5, 2026
Latest articles
HPE's $7.6 Billion AI Backlog Is Waiting on Memory Supply to Catch Up (opens the original)
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Hewlett Packard Enterprise (NYSE: HPE) supplies the servers, networking gear, and storage that businesses and governments need to run artificial intelligence (AI) applications in their own data centers. The company reported record third-quarter results last week, leading management to raise its full-year outlook. HPE also bumped up its fiscal 2027 guidance, projecting at least $5 billion in free cash flow for the year. In Q3, revenue grew 34% year over year to $12.2 billion, and adjusted earning
Five Below Faces Its Toughest Test Ahead After 5 Consecutive Quarters of Double-Digit Sales Growth (opens the original)
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Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Specialty retailer Five Below (NASDAQ: FIVE) recorded another solid earnings report this month, posting 14.1% comparable sales growth in the second quarter and extending its streak of double-digit comps for the fifth quarter in
Nvidia's 70% Growth Forecast Is a Supply Ceiling. Demand Is Actually Stronger Than That. (opens the original)
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Nvidia (NASDAQ: NVDA) delivered another impressive set of quarterly results last week, reporting that revenue grew by 106% to $96 billion. It was the fourth straight quarter of accelerating top-line growth, which is rare for a company with a revenue base this large. In the earnings release, CEO Jensen Huang declared that "compute is revenue" after arguing that AI had reached an "inflection point" by becoming productive. Data center revenue reached $89 billion, up 117%, as demand for its processo
Stripe's $7.5 Billion Bet on the AI Model Routing Layer (opens the original)
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Fintech giant Stripe is acquiring OpenRouter, a leading artificial intelligence (AI) model gateway, in a deal reportedly worth $7.5 billion. That's nearly six times the $1.3 billion valuation estimated by The New York Times following its latest funding round in May. The premium is due in part to Stripe having outbid other tech players, including Databricks, for the company. OpenRouter gives developers access to nearly any model from more than 80 providers while taking a small cut of every bill.
Nvidia's $6 Billion Deal for Poolside's Model Factory Is a Wager on Open-Source Models Driving Chip Demand (opens the original)
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Nvidia (NASDAQ: NVDA) recently struck a $6 billion licensing agreement with AI start-up Poolside, extending job offers to more than 100 of the company's employees in a move reported by Bloomberg on Aug. 20. The deal landed just days after a note circulated from Goldman Sachs' One-Delta desk argued that "useful intelligence per dollar is exploding," making it harder for makers of large language model to defend premium pricing. For a chief supplier of the silicon powering the AI labs, Poolside bri
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