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Live blog recap: Nvidia's blowout earnings send the Nasdaq higher
Shares jumped 8.7% in their biggest single-day move since April 2025 as Wall Street digested a 15th straight beat-and-raise quarter.
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Enterprise Desk
Enterprise & Markets
Enterprise software, platform economics and the markets that price them.
Devices
Google's Pixel 11 lineup arrives with 2nm Tensor G6 chip and a new camera light
Four models, led by an $899 base Pixel 11 and a $1,899 foldable, add a feature called HiLight that doubles as flash…
Devices
Samsung goes all-in on 2nm as chipmakers race to keep up with AI demand
TSMC still leads the advanced-chip foundry market at roughly 73% share, but Samsung is speeding up its Texas plant and both are…
Enterprise
Salesforce CEO dismisses 'SaaSpocalypse' fears after record AI-driven quarter
Marc Benioff says predictions that AI would gut enterprise software have it backwards, as Agentforce revenue grows 240% year over year.
Startups
Enterprise AI agent startup HappyRobot reaches unicorn status
A $150 million round values the workflow-automation company at $1.2 billion as investors keep betting big on AI agents that handle logistics…
Startups
Venture capital keeps flowing to startups that automate away the need for workers
A fresh batch of funding rounds spans autonomous vehicles, robotics, developer tools and stablecoin payments, but the throughline is the same: doing…
Enterprise
Nvidia posts record $96.2 billion quarter, says AI demand still outstrips supply
Data-center revenue jumped 116% as Blackwell Ultra chips ramped, and the company guided for another quarter of roughly 89% growth.
Enterprise
AABEAT Enterprise begins daily coverage of platform economics
What large organisations are buying, what it costs them, and what it replaces.
Devices
The devices desk: silicon, batteries and what ships next
Hardware coverage that follows the supply chain rather than the keynote.