/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Dan Ives

@divestech
156 posts
2026-02-26
The Godfather of AI Jensen and Nvidia just delivered another drop the mic quarter. AI Revolution in full steam mode. How about them apples? 🍎🎯🏆🥇🍿🐂
2026-02-26 View on X
CNBC

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC:

The Godfather of AI Jensen and Nvidia just delivered another drop the mic quarter. AI Revolution in full steam mode. How about them apples? 🍎🎯🏆🥇🍿🐂
2026-02-26 View on X
Bloomberg

Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …

2026-02-18
AI will create major growth opportunities for the cyber security sector over the coming years and Palo Alto and Crowdstrike are poised to benefit as we discuss @CNBCClosingBell 🎯🏆👇
2026-02-18 View on X
Wall Street Journal

Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, above $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+

2026-02-06
This software Armageddon sell-off unlike anything I have seen in 25 years...the market is treating this sector and stalwarts like Salesforce and ServiceNow like they are structurally broken business models due to AI...we strongly disagree with this narrative @BloombergTV 🎯👇📺 [image]
2026-02-06 View on X
Financial Times

US tech stocks slide for a third consecutive day amid a sell-off in the software sector; the Nasdaq closed down 1.6%, MSFT 4.95%, QCOM 8.46%, and PLTR 6.83%

Nasdaq drops as recent high-flying companies pull market lower  —  US tech stocks fell on Thursday, as weak jobs data piled further pressure …

2026-02-05
Alphabet A+ results and Google Cloud and Search clear standouts. The 26 Capex number we loudly applaud as Google aggressively going after AI Revolution. In a massive position of strength for 2026...also positive tea leaves around Apple AI partnership. Positive for tech/chips 🏆🐂
2026-02-05 View on X
Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

Alphabet A+ results and Google Cloud and Search clear standouts. The 26 Capex number we loudly applaud as Google aggressively going after AI Revolution. In a massive position of strength for 2026...also positive tea leaves around Apple AI partnership. Positive for tech/chips 🏆🐂
2026-02-05 View on X
Financial Times

Alphabet increases its 2026 capex forecast to between $175B and $185B, above ~$120B est. and up from $91.4B in 2025; Q4 capex was $27.9B, vs. 14.3B in Q4 2024

Search giant reports more than $400bn in annual revenue for the first time  —  Google said it plans to double its capital expenditure …

2026-02-03
SpaceX and xAI combine...Tesla next? In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together.....and Musk will look to combine forces 🏆🍿🐂♟️🔥
2026-02-03 View on X
New York Times

Elon Musk's SpaceX-xAI merger further intermingles his companies, creates the world's most valuable private company, and provides a financial lifeline to xAI

SpaceX, the rocket and satellite maker led by Elon Musk, said on Monday it had acquired xAI, the artificial intelligence company controlled by Mr. Musk.

SpaceX and xAI combine...Tesla next? In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together.....and Musk will look to combine forces 🏆🍿🐂♟️🔥
2026-02-03 View on X
Bloomberg

SpaceX acquires xAI; sources say the all-stock deal values the combined company at $1.25T, with SpaceX valued at $1T and xAI at $250B; xAI burns ~$1B per month

Elon Musk's SpaceX has acquired xAI, in a deal that encompasses the billionaire's increasingly costly ambitions to dominate artificial intelligence and space exploration.

SpaceX and xAI combine...Tesla next? In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on Space and Earth together.....and Musk will look to combine forces 🏆🍿🐂♟️🔥
2026-02-03 View on X
Ars Technica

If assumptions hold, SpaceX-xAI could own a full stack of capabilities, from launch to orbital bandwidth to frontier AI models, and offer AI on demand anywhere

SpaceX has formally acquired another one of Elon Musk's companies, xAi, the space company announced on Monday afternoon.

2025-12-19
This TAE deal is a major bet on nuclear fusion power. Now creates the first public nuclear fusion company in the US with backers from Google and Chevron. AI Arms Race underway and nuclear energy front end center for Big Tech. This will be the US key play on nuclear fusion 🐂🔥🍿
2025-12-19 View on X
Financial Times

Trump Media agrees to merge with Google-backed fusion energy company TAE in a $6B deal and build the “world's first utility-scale fusion power plant” in 2026

NOTE: Our Forums and CMS and RSS were nixed when our host updated Perl … Liz Hoffman / Semafor : America is becoming the world's dumb money Dominic Preston / The Verge : Trump Medi...

2025-12-16
Tesla and @elonmusk are entering a golden chapter of growth with Robotaxi launches front and center into 2026. The autonomous AI future is here @CNBCTheExchange @KellyCNBC 🔥🏆🐂📺🍿👇
2025-12-16 View on X
CNBC

Tesla's shares closed at a 2025 high on December 15, after the company confirmed it is testing its driverless vehicles in Austin without a human safety operator

or Riders Howard Smith / Motley Fool : Why Tesla Stock Hit an All-Time High Today Akash Sriram / Reuters : Tesla shares jump as Musk confirms driverless robotaxi testing Stan Schro...

Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026...as the AI chapter takes hold at TSLA🍿🔥🏆🐂 @elonmusk
2025-12-16 View on X
CNBC

Tesla's shares closed at a 2025 high on December 15, after the company confirmed it is testing its driverless vehicles in Austin without a human safety operator

or Riders Howard Smith / Motley Fool : Why Tesla Stock Hit an All-Time High Today Akash Sriram / Reuters : Tesla shares jump as Musk confirms driverless robotaxi testing Stan Schro...

2025-12-09
Nvidia allowed to sell H200 chips into China is a gamechanger shift in our view and bullish for the AI Revolution trade @CNBCClosingBell 🔥🏆🐂🍿📺👇
2025-12-09 View on X
CNBC

President Trump says the US will let Nvidia ship its H200 chips to “approved customers” in China and elsewhere, on the condition that the US gets a 25% cut

President Donald Trump on Monday said Nvidia will be allowed to ship its H200 artificial intelligence chips to …

2025-11-20
Most bullish Nvidia call given Blackwell and Rubin demand off the charts and a $500 billion backlog (and building quickly) into FY26. Anyone saying AI Bubble is not listening to this call/seeing the numbers of trillions of more demand per Jensen coming down the road. 🔥🏆🐂🍿🎯
2025-11-20 View on X
CNBC

Nvidia reports Q3 revenue up 62% YoY to $57.01B, above $54.92B est., Data Center revenue up 66% YoY, and forecasts Q4 revenue above est.

Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarte...

Massive beat and raise Nvidia. $3 billion Jan guidance raise well above whisper (~$1.8 billion) and commentary in PR shows this AI Revolution still in early innings. Major validation moment from the Godfather of AI Jensen and Nvidia. Conf call will be key re:China, demand 🐂🔥
2025-11-20 View on X
CNBC

Nvidia reports Q3 revenue up 62% YoY to $57.01B, above $54.92B est., Data Center revenue up 66% YoY, and forecasts Q4 revenue above est.

Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarte...

2025-11-07
Musk is Tesla and Tesla is Musk....the pay package approval is a big step in the right direction for the AI story at Tesla 🔥🏆🐂🎯🍿
2025-11-07 View on X
Wall Street Journal

Tesla shareholders approve Elon Musk's $1T pay package, divided into 12 tranches of milestones, including expanding Tesla's market cap to $8.5T over 10 years

Musk had threatened to leave Tesla if the record-setting package didn't pass  —  Tesla shareholders approved a record-setting pay package …

2025-10-30
Massive cloud numbers from the hyperscalers Microsoft and Google. This is the biggest barometer for AI demand and enterprise demand in this AI Revolution. Knee jerk reactions noise...this is validation for tech bull thesis as AI hits next stage of growth. Calls will be key 🔥🏆🐂
2025-10-30 View on X
CNBC

Alphabet reports Google Cloud Q3 revenue of $15.15B, vs. $14.74B est., and raises 2025 capex forecast to between $91B and $93B, after projecting $85B in July

The search company reported cloud revenue … Bluesky: Ed Zitron / @edzitron.com : No it doesn't!  Google doesn't break out its AI revenue and never has.  Making this assumption misl...

We want Meta to increase Capex and they did. Any sell off is short sighted. Zuck is wartime CEO and leading Meta into next stage of AI Revolution. Increase in Capex gonna happen across tech and bullish for Nvidia, AMD, and cloud players. This the fuel for AI Revolution 🔥🏆🐂
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

Massive cloud numbers from the hyperscalers Microsoft and Google. This is the biggest barometer for AI demand and enterprise demand in this AI Revolution. Knee jerk reactions noise...this is validation for tech bull thesis as AI hits next stage of growth. Calls will be key 🔥🏆🐂
2025-10-30 View on X
Alphabet

Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+

Alphabet Announces Third Quarter 2025 Results

2025-09-04
We believe a Google and Apple Gemini focused partnership is the natural next step on AI @CNBCClosingBell 🏆🔥🐂🎯
2025-09-04 View on X
Bloomberg

Sources: Apple plans AI web search, World Knowledge Answers, for a spring 2026 Siri revamp; Apple and Google this week agreed to test a Gemini model for Siri

Apple Inc. is planning to launch its own artificial intelligence-powered web search tool next year, stepping up competition with OpenAI and Perplexity AI Inc.