Nvidia and SK Sign $500 Billion-Plus AI Letters
Official X promotes Nvidia/SK; South Korea's $950 billion umbrella combines $750 billion of SK scope, including the $500 billion-plus LOI, with a roughly $200 billion Samsung/Broadcom MOU.
Theo Kaplan
Bureau: San Francisco
Intel Posts Revenue Growth Beside an Eleven Billion Dollar Loss
X retrieval found no usable post; growth and red-ink headlines split one quarter while the accounting bridge, internal Foundry sales, customer conversion, and capacity matter.
Midjourney Buys Co-Star and Hires Its Consumer App Team
Official X frames shared imagination while outlet coverage calls the deal surprising; price, data, user transfer, labor, integration, and adoption remain unmeasured.
CoreWeave Shares Shed 11.4% as Spending Outruns Sales
X retrieval found no usable post; demand-verdict headlines outrun a completed close while capex timing, debt, backlog conversion, financing, and investor motive remain unresolved.
Expro Pays $208m for Enhanced Drilling Backlog
X retrieval found no usable post; transformational deal language outruns backlog quality, financing, integration, customer concentration, safety, margin, and investment return.