Fermi Announces $200M Hyperscaler Deals for Project Matador, Stock Advances Despite TensorWave Exit
Investment-grade hyperscaler commits major funding for Fermi’s Project Matador. TensorWave lease terminated; stock still advances.
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Nebius Beats Revenue Estimates but Stock Falls on Delayed Capacity and Lowered Outlook
Nebius reported $981M revenue but shares slipped on lowered 2026 guidance and slower capacity deliveries, including New Jersey delays.
Analysts Split as Nvidia Faces CEO Exit Risk and AMD Gains Upgrade
William Blair upgrades AMD to Outperform and cuts Nvidia as reports of Jensen Huang’s potential exit create a leadership vacuum and open the door for AMD.
Jensen Huang Had Relationship With Nvidia Executive Who Reports to Him
NYT: Nvidia CEO Jensen Huang had an extramarital relationship with Kimberly Powell, the company’s vice president of healthcare who reports to him.
United Blocks Unauthorized AI Agents From Bookings, Hitting Meta While Lifting Expedia and Booking
United restricts unauthorized AI agents from its booking systems to protect customer data, pressuring Meta while lifting Expedia and Booking Holdings.