Going into the print, the big question was whether losing Walmart to rival Klarna would drag on results. READ FULL ARTICLE

Alibaba posted a a revenue miss in the June quarter even as it showed an acceleration at its cloud computing unit. READ FULL ARTICLE

Dell said it now plans to ship $20 billion of AI servers in its fiscal 2026, double what it sold last year. READ FULL ARTICLE

Nvidia’s top two customers making up 39% of its total revenue is renewing concern about the risk of the chipmakers clientele concentration. READ FULL ARTICLE

Nvidia stock fluctuated as investors digested the company’s latest earnings report, which signaled robust AI demand but provided little clarity on China. READ FULL ARTICLE