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Nvidia’s Public Equity Holdings Are Heavily Concentrated in SpaceX, CoreWeave and Intel

That concentration raises questions about Nvidia’s exposure to valuation and profit risk from SpaceX and CoreWeave.

General Fusion Lists on Nasdaq After Closing SPAC Merger

AST SpaceMobile Advances BlueBird Fleet While Commercial Service Remains Unproven

Kioxia Begins Mass Production of 332‑Layer Flash at Kitakami

StablecoinX Launches Harness Middleware to Simplify USDe Integration

Tesla Trades at Very High Valuation as Autonomy and Robotics Become the Bet

Cerebras Posts Revenue Beat and Raises Outlook as Shares Fall on Margin Warning

Lite Strategy Invests $1 Million in LitVM and Wins Governance Rights

Nano‑X Hit With Securities Class Action After $17.5M Impairment and CFO Departure

Credo Completes DustPhotonics Deal and Tops Quarter, Prompting Analyst Upgrades

Alphabet Raises $80 Billion to Accelerate AI Data‑Center Buildout

GoPro Gets Auditor Going‑Concern Warning and Says It Needs Financing or a Sale

CrowdStrike Expands Falcon to Ingest Claude AI Activity and Boosts German Distribution

Cerebras Stock Rises as ARK Invest Adds to Position

Neo Agrees to Transfer Sarfartoq Stake to Greenland Mines for $35 Million

Lumentum Soars On Nasdaq-100 Entry And Fresh Analyst Upgrades

BitMine Signals Slowdown in Ethereum Buying as 5% Target Nears

Firefly Posts Record Q1 Revenue, Reaffirms 2026 Outlook as Lunar and Defense Work Accelerates

POET Technologies Lurches After Surge as Short Bets Build

Trade Desk Shares Edge Higher as CEO’s $150 Million Buy Tests Deep Selloff