“While Nvidia’s revenue from other sources, like the automotive industry, is still pretty, pretty small, those sources could eventually lead to “some valuation expansion”
Nvidia’s Profit Doubles to $59.69 Billion Thanks to A.I. Spending
“Caterpillar’s record order rates underscore that the physical foundation required to support digital infrastructure continues to expand, regardless of seasonal market chatter”
Caterpillar Surges as Data Center Boom Drives Profit Growth
“People think A.I. spending is supposed to slow down, but who’s going to be the first company to blink?”
Meta’s Profit Falls 14% as A.I. Spending Continues
“Visa’s quarter tells a pretty simple story: people kept spending, and spending more than Wall Street expected”
Visa tops profit estimates on resilient spending, World Cup travel