Laura Bratton
@laurabratton.bsky.social
Business reporter at Yahoo Finance. I mostly cover tech stocks (chips! hardware! etc etc etc)
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’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’.
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...
There’s also this helpful visual my colleague on the graphics team made (based off a chart from @srasgon.bsky.social) showing which countries have which restrictions.
January 13, 2025 at 9:28 PM
There’s also this helpful visual my colleague on the graphics team made (based off a chart from @srasgon.bsky.social) showing which countries have which restrictions.