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Nvidia $NVDA says a purpose trained model can outperform models 10-20x larger🤖🔋 Nvidia post trained Nemotron 3.5 Lightning until the small model outperformed NVIDIA’s much larger Nemotron 3 Ultra “by a large gap.”

SpaceX $SPCX reports massive demand for its AI compute, with nearly every major player seeking capacity🚀 Most hosting deals use ~6 month contracts, and GPU investments break even in under a year.

Here’s how the magnificent 7 finished the week🔴🟢🟢🟢🟢🟢🟢 Nvidia $NVDA -0.03%🔴 Amazon $AMZN +1.94%🟢 Apple $AAPL +1.75%🟢 Microsoft $MSFT +0.65%🟢 Tesla $TSLA +0.52%🟢 Meta $META +0.57%🟢 Google $GOOGL +1.77%🟢

Nvidia $NVDA says Grace Blackwell NVL72 shipments increased 27% MoM🔋🤖 Nvidia says the economics of its architectures are expanding alongside performance, based on the per GPU system framing Jensen used. → $18K for Hopper → $25K for Blackwell → $40K for Vera Rubin

Nvidia $NVDA CEO Jensen Huang has said: “ 2GW of AI Infrastructure in Australia represents $80B”

What AI stocks did to Leopold a few months ago

The magnificent 7 is off to a green start🟢🟢🟢🟢🟢🟢🟢 Nvidia $NVDA +1.10%🟢 Amazon $AMZN +1.59%🟢 Apple $AAPL +1.58%🟢 Microsoft $MSFT +0.69%🟢 Tesla $TSLA +0.37%🟢 Meta $META +1.57%🟢 Google $GOOGL +1.55%🟢

Raymond James has upgraded Rocket Lab $RKLB to Outperform with $80 price target🚀 The main driver was their strong backlog growth, they also believe the Neutron rocket has significant upside potential, This will be their super heavy lift, capable of deep space to compete

Citizens has raised their price target on $HOOD to $165 from $155🪶 They have cited Robinhood’s rapidly scaling chain can position them perfectly for tokenization

Marvell $MRVL says it is actively promoting Nvidia $NVDA NVLink Fusion as one of its three major paths into AI scale up networking🤖 Marvell is also investing in UALink and ESUN, allowing its switching, SerDes and optical technology to support any architecture.

Oracle $ORCL just reported earnings Revenue: $19.34B Vs $19.13B EST EPS: $1.92 Vs $1.74 EST

Adobe $ADBE just reported earnings Revenue: $6.76B Vs $6.70B EST EPS: $6.13 Vs $6.09EST

Oracle $ORCL reports earnings today after close The implied move is: 10.16% The expectations are: Revenue: $19.13B EPS: $1.67 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Palantir $PLTR and Nvidia $NVDA announce a new sovereign supply chain collaboration🤖🔋 They are deploying an AI stack combining NVIDIA Nemotron models with Palantir AIP, Foundry and the Palantir Ontology.

People might just be overlooking GameStop $GME in 2026… Survival in business isn’t always pretty, but they are showing resilience Today, they said they are now making more money from collectibles than video games Pokemon and collectibles are a $100B annual market, the part

Adobe $ADBE reports earnings today after close The implied move is: 7.21% The expectations are: Revenue: $6.7B EPS: $5.84 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

How it feels chasing growth stocks in 2026

Here’s the full SpaceX $SPCX IPO unlock schedule🔓 August 6: 20% August 20: 7% September 9: 7% September 24: 7% October 9: 7% October 24: 7% After Q3 Earnings: 24% December 9: Final block unlock June 12 2027: Elon & Executives unlock

Waiting on the 61 year old to plead guilty to stealing $33B Bitcoin

Here’s exactly how Archer Aviation $ACHR is expanding their eVTOL charging across Texas🚁