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Autonomous Trucks Are Here: Einride’s 27% Revenue Jump

Autonomous trucking is moving from pilot talk to real freight ops. Einride CEO Roozbeh Charli breaks down 27% revenue growth, a 60% jump in driverless hours, the Amazon middle-mile rollout, and the plan for 500 Tesla Semis on its platform. The conversation gets into what matters for carriers and fleet operators: where autonomous trucks actually […] The post Autonomous Trucks Are Here: Einride’s 27% Revenue Jump appeared first on FreightWaves.

FreightWaves
Why Nvidia says its AI partnerships aren't 'circular financing'

Nvidia (NVDA) delivered another blockbuster quarter, beating Wall Street's expectations as demand for AI infrastructure continues to surge. But amid growing scrutiny over Nvidia's investments in AI companies and data-center projects, questions about "circular financing" have taken center stage. On Nvidia's earnings call, CFO Colette Kress pushed back on that characterization, explaining why the chipmaker views its partnerships and investments as strategic opportunities, not simply a way to finance.

Yahoo Finance Video
Nvidia doubles revenue, forecasts even more AI spending

AI juggernaut Nvidia on Wednesday reported quarterly revenue of $96.2 billion, more than double from a year earlier, as the world's most valuable company beat Wall Street expectations and forecast even stronger sales ahead.Nvidia told investors to expect about $108 billion in revenue in the current quarter, well ahead of Wall Street forecasts and a signal that the company sees no near-term slowdown in AI spending.

AFP
Meta settlement puts social media industry on notice: 'There will be more'

Wednesday's historic settlement between Meta and dozens of US states could be just the start of a wave that will ripple across the social media industry, putting TikTok, YouTube and Snap under pressure to make similar changes to their apps for teens."I hope that Snapchat, TikTok and YouTube will read the writing on the wall and enter into similar settlements," Lopez said in a statement.

AFP
Q3 Earnings Outlook: Positive Revisions & Broad-Based Growth

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +22.6% from the same period last year on +10.9% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and five producing double-digit growth.

Zacks
Nvidia, Meta, Revolution Medicines, Abercrombie, Intuit, Salesforce, Moderna, and More Stocks That Explain Today’s Market

Stocks traded modestly lower Wednesday ahead of Nvidia’s earnings report and after the personal consumption expenditures index, or PCE, for July revealed inflation was a bit stronger than expected. Intel rose o.9% and Broadcom declined 0.3% with investors in wait-and-see mode when it comes to chip stocks. Nvidia reported earnings after the bell, and shares rose about 4%.

Barrons.com

Investing.com -- Amazon Web Services and Nvidia announced today an expansion of their partnership to address growing demand for AI infrastructure. The companies plan to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure in 2027-2028.

Investing.com
Investors Find More to Like on Nvidia’s Earnings Call

After a tepid inital reaction, investors like what they're hearing on Nvidia's earnings call. CFO Colette Kress told analysts that the chip-maker projects 70% revenue growth in fiscal-year 2028, and that Amazon's AWS is deploying an additional 2 million Nvidia GPUs in the coming years.

The Wall Street Journal
Decoding ANET Stock's Premium Valuation

This is an aggressive supply-chase year for Arista Networks. The company builds high-performance networking gear for its two largest partners, Microsoft and Meta.

Trefis
Nvidia Announces Expanded Amazon Partnership on Earnings Call

Nvidia announced an expanded partnership with cloud-computing giant Amazon on Wednesday. Amazon's AWS division "is deploying an addition two million GPUs starting this quarter through the second of FY29," Nvidia CFO Colette Kress said on a conference call after the chip giant's earnings report this afternoon.

The Wall Street Journal
Is Samsara’s New Fuel Command Center Reframing the Investment Case For Samsara (IOT)?

In August 2026, Samsara launched its Fuel Command Center, a centralized platform that unifies fuel spend analytics, route-based fuel-stop optimization, and fuel card controls to help commercial fleets manage costs amid volatile diesel and gasoline prices. By tying real-time routing, driver behavior, and card authorization data together, and revealing roughly US$2.00 billion in potential savings for U.S. customers over six months, Samsara is positioning this product as a way for fleets to...

Simply Wall St.
Amazon to Buy 2 Million Nvidia Chips for Data Center Build-Out

Amazon.com Inc. will add an additional 2 million Nvidia Corp. graphics processing units to its data center fleet in the next two years, a sign that the company remains committed to the AI hardware leader’s products despite its own competitive chipmaking efforts.

Bloomberg