Ben Reitzes, Melius head of research, joins 'Squawk on the Street' to discuss Anthropic signing a $35B deal with Nvidia-backed cloud provider Lambda.

Nvidia DLSS 5 releases this week with NBA 2K27, the controversial genAI graphics tech debuting on September 3rd.

Nvidia is negotiating to buy Hugging Face to lock down the software layer, as its biggest customers are racing to build their own AI chips to dominate a full ecosystem.

Follow Nvidia’s Q2 2027 earnings for data center results, guidance, AI demand and NVDA stock reaction in real time.

David Booth, founder and chairman of $1.1 trillion Dimensional Fund Advisors, says investors do not need artificial intelligence to identify the next great stock because the market already processes the information for them.

After its controversial reveal, Nvidia’s neural rendering technology is finally reaching players with granular artist controls, dramatically lower hardware requirements, and NBA 2K27 as its first real

Revenue reached $96.2 billion in the fiscal second quarter, up 106% from a year earlier and 18% from the previous quarter. Data center revenue alone climbed to $89 billion, a 117% year-over-year increase. Nvidia maintained a 75% gross margin while producing GAAP earnings of $2.46 per diluted share.

Unlike Bill Gates, the billionaire Nvidia CEO is bullish that AI will create more jobs than it eliminates—and skilled trade professionals stand to benefit.