NYSE trading floor with screens showing stocks sliding as rising U.S. Treasury yields and Walmart (WMT) earnings pressure risk assets on August 20, 2026.
Oracle’s (ORCL) latest round of layoffs is less a retreat than a high‑stakes reshuffling for the age of artificial intelligence, as the software giant trades payroll for power plants in a bid to secure its place in the cloud big leagues.
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Nvidia’s latest quarter reads less like an earnings release and more like a balance sheet for the AI industrial revolution, with revenue, profits, and guidance all accelerating as if on GPU overclock.
Record Quarter: When “Blowout” Sounds Too Modest
Nvidia reported fourth-quarter…