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Apple Might Launch Its Own Smart Home Camera As It Focuses On Providing A More Integrated Product Experience For Its Users

Apple is increasingly focusing on building its own devices and expanding its ecosystem by taking steps towards a more native experience for users and relying less on third-party accessories. While the Cupertino-based tech giant's HomePod and AppleTV have left quite the mark in the smart home category, it generally relies more on outsourcing cameras and other hardware for smart homes. Now, a new report suggests that the company intends to create a fully integrated experience by developing its own smart home accessories. Gurman hints about Apple working on making smart home products like security cameras for a more integrated experience […]

Best of Black Friday 2024 – power stations and bundles: Anker SOLIX, Bluetti, EcoFlow, Jackery

We’re continuing our Best of Black Friday posts today with a look at the best current deals on power stations and their respective bundle options. Folks across the country and beyond have been steadily investing more and more in the industry for a vari...

World Of Warcraft Is Finally Getting Player Homes After 20 Years

Blizzard has announced that two decades after its release, World of Warcraft is finally going to let players build a home and live in it. The feature has long been requested by WoW players and now it’s finally coming in the game’s next expansion.Read m...

ArenaNet To Release ‘Godspawn’ Update for Guild Wars 2: Janthir Wilds on November 19, Featuring New 50-Player Titan Battle and More

Guild Wars 2: Janthir Wilds will receive the Godspawn update, adding a new 50-player boss battle, a new 10-player raid, and a legendary spear. Guild Wars 2: Janthir Wilds is getting the first major update "Godspawn" on November 19th, expanding the story with new story chapters The MMORPG Guild Wars 2 by ArenaNet is receiving its first major update for the Janthir Wilds expansion soon. It's the first of three major updates, and it'll land on November 19. The update will add new content to the game for the players. The Janthir Wilds expansion DLC was released in August this year, […]

NVIDIA Starts Diverting Orders Away From Super Micro Computer (SMCI) As A Potential Delisting And DOJ Investigation Loom Large

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is NVIDIA's third-largest customer. Additionally, in what is a testament to the heretofore symbiotic relationship between these two entities, SMCI's biggest client is NVIDIA, and its second-biggest client is an entity that is backed by NVIDIA. Now, however, it appears that NVIDIA has had enough of Super Micro Computer's near-constant headaches, and is deliberately trying to create some much-needed distance. *NVIDIA HAS BEGUN REDIRECTING ORDERS FROM SUPER MICRO COMPUTER TO OTHER SUPPLIERS IN ORDER TO PREVENT SUPPLY CHAIN DISRUPTIONS $NVDA $SMCI $DELL $HPE — Stock Talk (@stocktalkweekly) […]

The Recent Super Micro Computer (SMCI) Debt Covenant Change Hints At Further Annual Report Filing Delays

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, has effectively transitioned from a darling of the market and an emblem of the ongoing AI gold rush to a veritable pariah, all in a matter of just a few short weeks. Yet, the company's travails might still have further room to grow, if its latest debt covenant change is anything to go by. To wit, Super Micro Computer has now announced three major changes to its existing loan agreement with Cathay Bank: An extension in the date by which the audited financial statements for FY 2024 […]

SpaceX’s $2.9 Billion NASA Ship To Land Astronauts On Moon Revealed

SpaceX's multi billion dollar Starship Human Landing System (HLS) rocket for NASA's Artemis program to land the first humans on the Moon since the Apollo program will have at least two floors and be capable of carrying a crew of 20 astronauts suggest fresh details on X. While SpaceX has been busy testing the full Starship test in Boca Chica, Texas, the firm has shared little details about the $2.9 billion contract that NASA awarded it in 2021 to build the HLS. Now, according to an educator who recently visited SpaceX's Texas facilities, Starship HLS' early design mock ups include […]

End Of An Era: NVIDIA Replaces Intel In The Dow Jones Index

Intel was one of only two tech stocks - the other being Microsoft - to join the Dow Jones Industrial Average during the dot-com bubble of the 90s. Chronic under performance, however, has consequences, and Intel is now being replaced with the poster child of the ongoing AI mania, NVIDIA, within the iconic index. $NVDA, $INTC [Nvidia to join Dow Jones Industrial Average, replacing Intel] — NOTRELOAD AI (@thudderwicks) November 1, 2024 To wit, we had noted about a month back that Intel was likely to get booted off the Dow Jones index as part of its upcoming rebalancing. Bear […]

Mizuho: NVIDIA Might Miss Its Guidance If Super Micro Computer (SMCI) Fails To Find Operational Funding

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is in a veritable maelstrom at the moment, battling allegations of financial malfeasance, a preliminary DOJ investigation, an audit-related nightmare where the firm has lost its second auditor in around 18 months, and an imminent de-listing from the Nasdaq exchange. Now, a Mizuho analyst is arguing that NVIDIA might not be able to emerge from this saga unscathed, especially as Super Micro Computer constitutes its third-largest customer. Mizuho on $SMCI $NVDA $DELL Klein also warns that SMCI supplier NVIDIA is now at risk of missing guidance if […]

Intel Q3 2024 Earnings: DCAI Saves The Day

Intel has now announced its earnings for the third quarter of 2024, posting broadly encouraging results relative to Wall Street's consensus expectations. Intel (NASDAQ: INTC) Earnings Release For The Third Quarter of 2024 For the three months that ended on the 30th of September, Intel reported $13.284 billion in non-GAAP revenue, beating consensus expectations of $13.04 billion. Here is the actual performance of Intel's business segments in Q3 2024: The following chart compares the performance of Intel's two major segments - Data Center and AI (DCAI) and Client Computing Group (CCG) - with Wall Street's consensus expectations (sourced from here […]

Intel CEO Lost A 40% Discount For TSMC’s Latest Chip Tech After Taiwan Remarks – Report

Intel CEO Patrick Gelsinger's comments about the Taiwan Semiconductor Manufacturing Company's (TSMC) manufacturing presence in China soured relations between the two firms and eventually led to Intel missing out on key discounts offered by TSMC, according to a fresh report from Reuters. Intel is currently focusing on manufacturing chips with its 18A manufacturing process, and Reuters' report shares that before Gelsinger's comments, TSMC was offering Intel a whopping 40% discount for its 3 nanometer process manufacturing family. However, the Taiwanese firm decided to withdraw the offer following Gelsinger's remarks. Intel CEO's Remarks About TSMC's Taiwan Risk Soured Relations Between Two […]

NVIDIA’s Major Customer – Super Micro Computer (SMCI) – Plunges As Its Accounting Firm Resigns After Citing Concerns Around A “Commitment To Integrity And...

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, has remained in the spotlight ever since Hindenburg Research published its damning report against the company back in August, prompting SMCI to then delay the filing of the requisite annual report, presumably in a bid to undertake a comprehensive internal review. Now, however, Super Micro Computer appears perilously close to a maelstrom, given that its accounting firm has resigned, and the requisite annual report has yet to be filed. New 8-K from $SMCI today Down 25% on the news On October 24, 2024, Ernst & Young LLP […]

Tesla Plans To Record ~$1 Billion In FSD-Related Deferred Revenue Over The Next 12 Months

Tesla's recent Cybercab reveal event on the 10th of October has revitalized the uptake of its subscription-only Full Self-Driving (FSD) software package. Now, as per the tabulations by an active Wall Street player, the EV giant is on course to recognize nearly $1 billion in FSD-related deferred revenue over the next year. As we noted recently, in light of the new FSD capabilities that Tesla rolled out over the past few weeks, including the smart summon and auto-park features, the EV giant recognized $326 million of its FSD-related deferred revenue in the just-concluded quarter. TESLA $TSLA reiterated at 'Overweight' at Piper […]

NASA Shares List Of Lunar Locations Where SpaceX’s Might Land Humans In Historic First

NASA has shared a list of potential locations for the first human lunar landing since the Apollo era. NASA, along with SpaceX, will fly to the Moon on the Artemis III mission using its Space Launch System (SLS) and SpaceX's Starship Human Landing System (HLS) lander. The mission, slated to take place sometime in 2026, barring potential delays to the Orion or SpaceX's Starship, will be the first human presence on the lunar South Pole in history. According to the agency, it has identified nine potential Artemis III locations and a landing on any of them will be the first […]

xAI Is Now In The Process Of Doubling The Size Of Its Colossus Supercluster To 200,000 NVIDIA Hopper GPUs

Jensen Huang had termed Elon Musk "superhuman" when he described in a recent interview how xAI was able to bring together NVIDIA's gear and operationalize it within its own data center in just 19 days. Now, Musk appears determined to subdue his competitors by continuing to pursue a shock and awe campaign that will see xAI's Supercluster double in size. For the benefit of those who might not be aware, xAI's Colossus supercomputer cluster currently consists of 100,000 units of NVIDIA's liquid-cooled H100 GPUs. Dubbed the world's largest AI supercomputer, the Colossus is right now training xAI's Grok family of […]

Starship Next Gen Upper Stage Rocket Pops Up – Is Nothing Short Of A Work Of Art

SpaceX's next-generation upper-stage Starship spacecraft, which should soon fly on future flights, has been fully unveiled at the firm's facilities in Texas. The Starship upper stage is the world's first and only upper stage spacecraft capable of being reused, and the key to this capability is ensuring that the ship returns to Earth intact. On this front, several Starship tests have seen the upper stage's forward grid fins catch fire, and the new ship will rectify this by ensuring that vulnerable regions point away from the fast and hot air that flows around them during atmospheric reentry. SpaceX's Next Generation […]

Tag: Finance

NVIDIA Starts Diverting Orders Away From Super Micro Computer (SMCI) As A Potential Delisting And DOJ Investigation Loom Large

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is NVIDIA's third-largest customer. Additionally, in what is a testament to the heretofore symbiotic relationship between these two entities, SMCI's biggest client is NVIDIA, and its second-biggest client is an entity that is backed by NVIDIA. Now, however, it appears that NVIDIA has had enough of Super Micro Computer's near-constant headaches, and is deliberately trying to create some much-needed distance. *NVIDIA HAS BEGUN REDIRECTING ORDERS FROM SUPER MICRO COMPUTER TO OTHER SUPPLIERS IN ORDER TO PREVENT SUPPLY CHAIN DISRUPTIONS $NVDA $SMCI $DELL $HPE — Stock Talk (@stocktalkweekly) […]

The Recent Super Micro Computer (SMCI) Debt Covenant Change Hints At Further Annual Report Filing Delays

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, has effectively transitioned from a darling of the market and an emblem of the ongoing AI gold rush to a veritable pariah, all in a matter of just a few short weeks. Yet, the company's travails might still have further room to grow, if its latest debt covenant change is anything to go by. To wit, Super Micro Computer has now announced three major changes to its existing loan agreement with Cathay Bank: An extension in the date by which the audited financial statements for FY 2024 […]

SpaceX’s $2.9 Billion NASA Ship To Land Astronauts On Moon Revealed

SpaceX's multi billion dollar Starship Human Landing System (HLS) rocket for NASA's Artemis program to land the first humans on the Moon since the Apollo program will have at least two floors and be capable of carrying a crew of 20 astronauts suggest fresh details on X. While SpaceX has been busy testing the full Starship test in Boca Chica, Texas, the firm has shared little details about the $2.9 billion contract that NASA awarded it in 2021 to build the HLS. Now, according to an educator who recently visited SpaceX's Texas facilities, Starship HLS' early design mock ups include […]

End Of An Era: NVIDIA Replaces Intel In The Dow Jones Index

Intel was one of only two tech stocks - the other being Microsoft - to join the Dow Jones Industrial Average during the dot-com bubble of the 90s. Chronic under performance, however, has consequences, and Intel is now being replaced with the poster child of the ongoing AI mania, NVIDIA, within the iconic index. $NVDA, $INTC [Nvidia to join Dow Jones Industrial Average, replacing Intel] — NOTRELOAD AI (@thudderwicks) November 1, 2024 To wit, we had noted about a month back that Intel was likely to get booted off the Dow Jones index as part of its upcoming rebalancing. Bear […]

Mizuho: NVIDIA Might Miss Its Guidance If Super Micro Computer (SMCI) Fails To Find Operational Funding

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is in a veritable maelstrom at the moment, battling allegations of financial malfeasance, a preliminary DOJ investigation, an audit-related nightmare where the firm has lost its second auditor in around 18 months, and an imminent de-listing from the Nasdaq exchange. Now, a Mizuho analyst is arguing that NVIDIA might not be able to emerge from this saga unscathed, especially as Super Micro Computer constitutes its third-largest customer. Mizuho on $SMCI $NVDA $DELL Klein also warns that SMCI supplier NVIDIA is now at risk of missing guidance if […]

Intel Q3 2024 Earnings: DCAI Saves The Day

Intel has now announced its earnings for the third quarter of 2024, posting broadly encouraging results relative to Wall Street's consensus expectations. Intel (NASDAQ: INTC) Earnings Release For The Third Quarter of 2024 For the three months that ended on the 30th of September, Intel reported $13.284 billion in non-GAAP revenue, beating consensus expectations of $13.04 billion. Here is the actual performance of Intel's business segments in Q3 2024: The following chart compares the performance of Intel's two major segments - Data Center and AI (DCAI) and Client Computing Group (CCG) - with Wall Street's consensus expectations (sourced from here […]

Intel CEO Lost A 40% Discount For TSMC’s Latest Chip Tech After Taiwan Remarks – Report

Intel CEO Patrick Gelsinger's comments about the Taiwan Semiconductor Manufacturing Company's (TSMC) manufacturing presence in China soured relations between the two firms and eventually led to Intel missing out on key discounts offered by TSMC, according to a fresh report from Reuters. Intel is currently focusing on manufacturing chips with its 18A manufacturing process, and Reuters' report shares that before Gelsinger's comments, TSMC was offering Intel a whopping 40% discount for its 3 nanometer process manufacturing family. However, the Taiwanese firm decided to withdraw the offer following Gelsinger's remarks. Intel CEO's Remarks About TSMC's Taiwan Risk Soured Relations Between Two […]

NVIDIA’s Major Customer – Super Micro Computer (SMCI) – Plunges As Its Accounting Firm Resigns After Citing Concerns Around A “Commitment To Integrity And...

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, has remained in the spotlight ever since Hindenburg Research published its damning report against the company back in August, prompting SMCI to then delay the filing of the requisite annual report, presumably in a bid to undertake a comprehensive internal review. Now, however, Super Micro Computer appears perilously close to a maelstrom, given that its accounting firm has resigned, and the requisite annual report has yet to be filed. New 8-K from $SMCI today Down 25% on the news On October 24, 2024, Ernst & Young LLP […]

Tesla Plans To Record ~$1 Billion In FSD-Related Deferred Revenue Over The Next 12 Months

Tesla's recent Cybercab reveal event on the 10th of October has revitalized the uptake of its subscription-only Full Self-Driving (FSD) software package. Now, as per the tabulations by an active Wall Street player, the EV giant is on course to recognize nearly $1 billion in FSD-related deferred revenue over the next year. As we noted recently, in light of the new FSD capabilities that Tesla rolled out over the past few weeks, including the smart summon and auto-park features, the EV giant recognized $326 million of its FSD-related deferred revenue in the just-concluded quarter. TESLA $TSLA reiterated at 'Overweight' at Piper […]

NASA Shares List Of Lunar Locations Where SpaceX’s Might Land Humans In Historic First

NASA has shared a list of potential locations for the first human lunar landing since the Apollo era. NASA, along with SpaceX, will fly to the Moon on the Artemis III mission using its Space Launch System (SLS) and SpaceX's Starship Human Landing System (HLS) lander. The mission, slated to take place sometime in 2026, barring potential delays to the Orion or SpaceX's Starship, will be the first human presence on the lunar South Pole in history. According to the agency, it has identified nine potential Artemis III locations and a landing on any of them will be the first […]

xAI Is Now In The Process Of Doubling The Size Of Its Colossus Supercluster To 200,000 NVIDIA Hopper GPUs

Jensen Huang had termed Elon Musk "superhuman" when he described in a recent interview how xAI was able to bring together NVIDIA's gear and operationalize it within its own data center in just 19 days. Now, Musk appears determined to subdue his competitors by continuing to pursue a shock and awe campaign that will see xAI's Supercluster double in size. For the benefit of those who might not be aware, xAI's Colossus supercomputer cluster currently consists of 100,000 units of NVIDIA's liquid-cooled H100 GPUs. Dubbed the world's largest AI supercomputer, the Colossus is right now training xAI's Grok family of […]

Starship Next Gen Upper Stage Rocket Pops Up – Is Nothing Short Of A Work Of Art

SpaceX's next-generation upper-stage Starship spacecraft, which should soon fly on future flights, has been fully unveiled at the firm's facilities in Texas. The Starship upper stage is the world's first and only upper stage spacecraft capable of being reused, and the key to this capability is ensuring that the ship returns to Earth intact. On this front, several Starship tests have seen the upper stage's forward grid fins catch fire, and the new ship will rectify this by ensuring that vulnerable regions point away from the fast and hot air that flows around them during atmospheric reentry. SpaceX's Next Generation […]

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