TECHNOLOGY

If ever there was a canary in the coalmine for signs of peak bubbliciousness, it is/was the CoreWeave IPO.

The spinoff from Nvidia is a specialized cloud computing company that provides high-performance, GPU-accelerated infrastructure tailored for AI and machine learning workloads, operating a growing network of data centers across the United States and Europe to support its services.

In other words, it's right at the heart of the supposed CapEx boom.

But, Semafor's Liz (more…)

Less than two weeks after China's BYD unveiled game-changing EV charging technology capable of delivering 1,000 kW fast charges and adding 250 miles of range in just five minutes, BloombergNEF analysts published a note Wednesday titled "Five Things to Know About BYD's Five-Minute Charging."

BloombergNEF EV analyst Ash Wang told clients that BYD's 1,000 kW chargers are "as fast as filling a tank with gasoline at the pump, and could be a game changer for electric vehicle adoption." 

Wang outlined five of the most critical things to know about the fast-charging advancement:

The rollout of BYD's 1,000 kW ultra-fast chargers could begin as (more…)

Nintendo shares in Tokyo posted their biggest gain in months after Goldman analysts Minami Munakata and Haruki Kubota resumed coverage of 11 Japanese companies in the games, entertainment, and internet sector. The analysts noted that "the global games market re-entered a growth phase since 2024" and forecasted "the number of active consoles to continue renewing fresh highs globally from 2025."

Munakata expects the near-term rollout of Nintendo Switch 2 (the (more…)