Laura Bratton
@laurabratton.bsky.social
Business reporter at Yahoo Finance. I mostly cover tech stocks (chips! hardware! etc etc etc)
Since February, I’ve spoke to more than a dozen residents across the US who stopped or slowed massive data center projects from coming into their towns. Here are some of their stories. finance.yahoo.com/news/can-the...
Can the AI data center boom be stopped? Meet some opponents with battle plans.
With the rapid advancement of AI, Big Tech has expanded data centers at a torrid pace with seemingly nothing to stop them. But, against the odds, local opponents are starting to make some headway — ei...
finance.yahoo.com
August 25, 2025 at 7:51 PM
Since February, I’ve spoke to more than a dozen residents across the US who stopped or slowed massive data center projects from coming into their towns. Here are some of their stories. finance.yahoo.com/news/can-the...
Trump Media is even closer to launching a crypto investment product. The newly formed Truth Social Bitcoin ETF business trust filed its S-1 with the SEC to register the exchange-traded fund licensing Trump Media's social media brand @yahoofinance.com finance.yahoo.com/news/donald-...
Donald Trump's Truth Social officially files for bitcoin ETF as company deepens crypto push
The newly formed Truth Social Bitcoin ETF business trust filed its S-1 Thursday.
finance.yahoo.com
June 5, 2025 at 5:05 PM
Trump Media is even closer to launching a crypto investment product. The newly formed Truth Social Bitcoin ETF business trust filed its S-1 with the SEC to register the exchange-traded fund licensing Trump Media's social media brand @yahoofinance.com finance.yahoo.com/news/donald-...
Reposted by Laura Bratton
Holy shit. www.wired.com/story/cbp-dn...
The US Is Storing Migrant Children’s DNA in a Criminal Database
Customs and Border Protection has swabbed the DNA of migrant children as young as 4, whose genetic data is uploaded to an FBI-run database that can track them if they commit crimes in the future.
www.wired.com
May 30, 2025 at 2:30 AM
Holy shit. www.wired.com/story/cbp-dn...
Nvidia’s Jensen Huang said the China market is ‘effectively closed’ to the chipmaker due to the Trump administration’s new export ban on its H20 chips and the company doesn’t have any new chips planned for the country @yahoofinance.com
finance.yahoo.com/news/nvidia-...
finance.yahoo.com/news/nvidia-...
Nvidia sees $2.5 billion Q1 revenue loss from Trump's China chip export ban, warns of more
Nvidia said it lost $2.5 billion in revenue from China during its fiscal first quarter and will see an additional $8 billion loss in the second quarter.
finance.yahoo.com
May 28, 2025 at 10:46 PM
Nvidia’s Jensen Huang said the China market is ‘effectively closed’ to the chipmaker due to the Trump administration’s new export ban on its H20 chips and the company doesn’t have any new chips planned for the country @yahoofinance.com
finance.yahoo.com/news/nvidia-...
finance.yahoo.com/news/nvidia-...
Nvidia’s CFO just said ‘major hyper scalers’ are each deploying nearly 1,000 of its NVL72 servers, or 72,000 Blackwell GPUs per week, and ‘are on track to further ramp out’
May 28, 2025 at 9:07 PM
Nvidia’s CFO just said ‘major hyper scalers’ are each deploying nearly 1,000 of its NVL72 servers, or 72,000 Blackwell GPUs per week, and ‘are on track to further ramp out’
Wall Street and tech experts are watching Nvidia’s earnings today to gauge the impact of Trump’s ban on its chip exports to China, which went into effect weeks before the end of its Q1. China is still projected to account for 14% of Nvidia’s Q1 revenue. @yahoofinance.com
May 28, 2025 at 7:39 PM
Wall Street and tech experts are watching Nvidia’s earnings today to gauge the impact of Trump’s ban on its chip exports to China, which went into effect weeks before the end of its Q1. China is still projected to account for 14% of Nvidia’s Q1 revenue. @yahoofinance.com
Microsoft spends 47% of its capital expenditures on Nvidia AI chips and accounts for 19% of the company’s revenue on an annualized basis, and that’s from just direct spending. Microsoft also buys AI data center capacity from CoreWeave, which has a bunch of its own Nvidia chips. @yahoofinance.com
May 23, 2025 at 11:05 PM
Microsoft spends 47% of its capital expenditures on Nvidia AI chips and accounts for 19% of the company’s revenue on an annualized basis, and that’s from just direct spending. Microsoft also buys AI data center capacity from CoreWeave, which has a bunch of its own Nvidia chips. @yahoofinance.com
Nvidia CEO Jensen Huang told tech analyst Ben Thompson that the chipmaker lost $15 billion in sales from the US ban on sales of its H20 chips to China on top of a $5.5 billion hit from lost inventory @yahoofinance.com finance.yahoo.com/news/nvidia-...
Nvidia CEO: China chip ban 'deeply painful' as $15 billion in sales have been lost as a result
Nvidia CEO Jensen Huang said the Trump administration's ban on its H20 chips for China has cost the company $15 billion in sales during the Computex trade show in Taipei on Monday.
finance.yahoo.com
May 19, 2025 at 4:58 PM
Nvidia CEO Jensen Huang told tech analyst Ben Thompson that the chipmaker lost $15 billion in sales from the US ban on sales of its H20 chips to China on top of a $5.5 billion hit from lost inventory @yahoofinance.com finance.yahoo.com/news/nvidia-...
CoreWeave stock is down as Wall Street and investors remain skeptical of its $23 billion soending plan. At the same time, OpenAI’s commitments to CoreWeave now total roughly $16B @yahoofinance.com
finance.yahoo.com/news/corewea...
finance.yahoo.com/news/corewea...
CoreWeave stock sinks as company discloses $23 billion capex plan, $4 billion OpenAI commitment
CoreWeave stock rose as much as 2% after the market open Thursday after the company disclosed in a regulatory filing to the US Securities and Exchange Commission that it had secured a new $4 billion d...
finance.yahoo.com
May 15, 2025 at 3:41 PM
CoreWeave stock is down as Wall Street and investors remain skeptical of its $23 billion soending plan. At the same time, OpenAI’s commitments to CoreWeave now total roughly $16B @yahoofinance.com
finance.yahoo.com/news/corewea...
finance.yahoo.com/news/corewea...
CoreWeave just disclosed in an SEC filing that it has signed an additional $4 billion deal with OpenAI on top of its previously reported $11.9 billion commitment from the AI startup
May 15, 2025 at 1:57 PM
CoreWeave just disclosed in an SEC filing that it has signed an additional $4 billion deal with OpenAI on top of its previously reported $11.9 billion commitment from the AI startup
DA Davidson analyst Gil Luria said CoreWeave’s financial structure is “very risky”…”this is a company that is borrowing at extraordinarily high interest rates in order to buy a product that depreciates very rapidly in terms of its economic value (Nvidia’s chips)” finance.yahoo.com/news/corewea...
CoreWeave earnings preview: Wall Street weighs AI demand, 'risky' capital structure
Nvidia-backed AI data center company CoreWeave reports earnings for the first time since its volatile public debut in March.
finance.yahoo.com
May 14, 2025 at 7:37 PM
DA Davidson analyst Gil Luria said CoreWeave’s financial structure is “very risky”…”this is a company that is borrowing at extraordinarily high interest rates in order to buy a product that depreciates very rapidly in terms of its economic value (Nvidia’s chips)” finance.yahoo.com/news/corewea...
Nvidia’s market cap crossed the $3 trillion mark for the first time since February to close Tuesday’s trading session. A deescalation of the US-China trade war and positive trade news for Nvidia in the Middle East drove the gain. @yahoofinance.com
May 13, 2025 at 9:32 PM
Nvidia’s market cap crossed the $3 trillion mark for the first time since February to close Tuesday’s trading session. A deescalation of the US-China trade war and positive trade news for Nvidia in the Middle East drove the gain. @yahoofinance.com
It’s not just the DOJ saying consumers would be better off if Google broke up. DA Davidson’s Gil Luria said breaking up its businesses would be good for investors. Google’s market cap is less than $2 trillion but its businesses could be worth a cumulative $3.7T if broken up @yahoofinance.com
May 13, 2025 at 7:05 PM
It’s not just the DOJ saying consumers would be better off if Google broke up. DA Davidson’s Gil Luria said breaking up its businesses would be good for investors. Google’s market cap is less than $2 trillion but its businesses could be worth a cumulative $3.7T if broken up @yahoofinance.com
Palantir shed $35 billion yesterday even after its earnings beat expectations. Investors are starting to look more closely at the super high valuations of AI stocks that boomed last year as Trump’s trade war brings macroeconomic uncertainty, with Nvidia, Google and Amazon all down so far this year
May 7, 2025 at 4:40 PM
Palantir shed $35 billion yesterday even after its earnings beat expectations. Investors are starting to look more closely at the super high valuations of AI stocks that boomed last year as Trump’s trade war brings macroeconomic uncertainty, with Nvidia, Google and Amazon all down so far this year
Nvidia CEO Jensen Huang got his first salary boost in 10 years, though his salary still trail’s Tim Cook’s and Satya Nadella’s. At the same time, his actual earnings of $344 million are way higher than the Microsoft and Apple CEOs’.
May 2, 2025 at 8:06 PM
Nvidia CEO Jensen Huang got his first salary boost in 10 years, though his salary still trail’s Tim Cook’s and Satya Nadella’s. At the same time, his actual earnings of $344 million are way higher than the Microsoft and Apple CEOs’.
Reposted by Laura Bratton
These are the first two non-compliance decisions adopted by the European Commission under the Digital Markets Act.
Apple and Meta furious at EU over fines totaling €700 million
EU fines Apple €500M and Meta €200M in first Digital Markets Act penalties.
arstechnica.com
April 23, 2025 at 7:31 PM
These are the first two non-compliance decisions adopted by the European Commission under the Digital Markets Act.
“Trump's go-it-alone protectionism has triggered an unusual market reaction in which global investors seem to be selling US assets in general, which almost never happens” - @rickjnewman.bsky.social’s story finance.yahoo.com/news/comment...
Commentary: How firing Fed Chair Powell would backfire on Trump
President Trump wants lower interest rates. Firing Fed Chair Jerome Powell, as Trump has suggested he might do, would only push rates higher.
finance.yahoo.com
April 22, 2025 at 7:36 PM
“Trump's go-it-alone protectionism has triggered an unusual market reaction in which global investors seem to be selling US assets in general, which almost never happens” - @rickjnewman.bsky.social’s story finance.yahoo.com/news/comment...
The US keeps tightening restrictions on Nvidia chip exports to China. So the chipmaker keeps introducing specialized semiconductors to comply with those restrictions
April 16, 2025 at 5:42 PM
The US keeps tightening restrictions on Nvidia chip exports to China. So the chipmaker keeps introducing specialized semiconductors to comply with those restrictions
Big Tech is spending hundreds of billions of dollars to build out AI infrastructure. Analysts say Trump’s tariffs will make projects costlier, but expect companies to absorb the cost. In other words, companies’ return on this massive investment will be lower. finance.yahoo.com/news/how-tru...
March 31, 2025 at 1:21 PM
Big Tech is spending hundreds of billions of dollars to build out AI infrastructure. Analysts say Trump’s tariffs will make projects costlier, but expect companies to absorb the cost. In other words, companies’ return on this massive investment will be lower. finance.yahoo.com/news/how-tru...
DeepSeek AI’s supposedly very cheaply trained (relatively speaking) AI models competitive with OpenAI are raising questions on Wall Street about whether hyperscalers’ massive investment in AI infrastructure is worth it. finance.yahoo.com/news/time-to...
Time to 'panic' or 'overblown'? Wall Street weighs how DeepSeek could shake up the AI trade
AI stocks fell across the board as the investment community absorbed news of a potentially more cost-effective Chinese AI model — and began to question the Western world’s gargantuan spending on AI in...
finance.yahoo.com
January 27, 2025 at 4:56 PM
DeepSeek AI’s supposedly very cheaply trained (relatively speaking) AI models competitive with OpenAI are raising questions on Wall Street about whether hyperscalers’ massive investment in AI infrastructure is worth it. finance.yahoo.com/news/time-to...
Trump says he chatted with Xi Jinping about ‘balancing’ TikTok. Not sure what that means, but there ARE things he could do to delay the ban or try to stop it. (Note that Biden said he won’t enforce the ban) finance.yahoo.com/news/trump-s...
Trump says discussed 'balancing' TikTok with China's Xi Jinping as platform faces US ban
Incoming President Donald Trump said Friday that he has discussed solving the problem of TikTok with China’s president Xi Jinping. The social media platform owned by Chinese tech giant ByteDance is se...
finance.yahoo.com
January 17, 2025 at 4:37 PM
Trump says he chatted with Xi Jinping about ‘balancing’ TikTok. Not sure what that means, but there ARE things he could do to delay the ban or try to stop it. (Note that Biden said he won’t enforce the ban) finance.yahoo.com/news/trump-s...
The Biden administration released three waves of export restrictions over three days. The rules sound confusing but all aim for the same thing: to restrict China’s access to AI chips needed to power artificial intelligence software finance.yahoo.com/news/ai-watc...
AI watch: As his presidency winds down, Joe Biden aims to preserve the US lead over China
President Joe Biden’s final days in office were all about cementing the United States’ well established lead over China in the market for artificial intelligence.
finance.yahoo.com
January 16, 2025 at 6:04 PM
The Biden administration released three waves of export restrictions over three days. The rules sound confusing but all aim for the same thing: to restrict China’s access to AI chips needed to power artificial intelligence software finance.yahoo.com/news/ai-watc...
Southern California Edison is facing a mass action lawsuit claiming its equipment sparked the Eaton fire, which was responsible for more than a third of the 40K acres burned by wildfires in the region this week.
finance.yahoo.com/news/souther...
finance.yahoo.com/news/souther...
Southern California Edison parent's stock falls amid investigation, lawsuit over alleged role in LA wildfires
Edison International — the parent company of the utility Southern California Edison — has seen its stock remain under pressure as lawsuits begin over its potential role in the fires that have ravaged ...
finance.yahoo.com
January 13, 2025 at 9:31 PM
Southern California Edison is facing a mass action lawsuit claiming its equipment sparked the Eaton fire, which was responsible for more than a third of the 40K acres burned by wildfires in the region this week.
finance.yahoo.com/news/souther...
finance.yahoo.com/news/souther...
The Biden administration released new export restrictions aimed at limiting the flow of AI chips to China through resellers. I break it down in this piece for @yahoo-finance.bsky.social finance.yahoo.com/news/nvidia-...
Nvidia stock falls after Biden administration releases updated export rule for AI chips
Nvidia stock fell Monday after the Biden administration released new rules aimed at controlling the flow of artificial intelligence to China.
finance.yahoo.com
January 13, 2025 at 9:24 PM
The Biden administration released new export restrictions aimed at limiting the flow of AI chips to China through resellers. I break it down in this piece for @yahoo-finance.bsky.social finance.yahoo.com/news/nvidia-...
Moody’s analysts: “It will take weeks or months to determine the magnitude of the insured damages, but the Los Angeles wildfires are likely among the most costly wildfires in the state's history.” finance.yahoo.com/news/insuran...
Insurance stocks tumble as LA blazes 'among the most costly wildfires' in California history
Insurance and utility stocks with California exposure took a hit Friday as the Los Angeles fires continued to rage.
finance.yahoo.com
January 10, 2025 at 6:16 PM
Moody’s analysts: “It will take weeks or months to determine the magnitude of the insured damages, but the Los Angeles wildfires are likely among the most costly wildfires in the state's history.” finance.yahoo.com/news/insuran...