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Nvidia Buys MediaTek | Profits Up, Refunds Fade | FSB Names AI Risk | Utilities Collapse

Aug 31, 2026

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5 min read

Nvidia Buys MediaTek | Profits Up, Refunds Fade | FSB Names AI Risk | Utilities Collapse

Nvidia invested $3.5B in MediaTek to lock in its interconnect. Momentum just had its worst quarter in 25 years. Tariff refunds juiced Q2 profits but fade next quarter. FSB named frontier AI a systemic risk. California killed utility wildfire relief.

Dio Pouerie, +1

Pentagon Owns Venezuela Oil | Nvidia's SpaceX Problem | Bessent at G20

Aug 31, 2026

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5 min read

Pentagon Owns Venezuela Oil | Nvidia's SpaceX Problem | Bessent at G20

The US struck Iran for the first time in a month. The Pentagon took equity in Venezuelan oil. Wall Street asked if Nvidia's growth guide is really one customer. Bessent told G20 to rethink China trade. Software broke positive for the year.

Dio Pouerie, +1

Aug 30, 2026

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5 min read

Financial Market News | Sunday Outlook

How Bad Does Friday Have to Be to Stop Warsh

Dio Pouerie, +1

Aug 29, 2026

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5 min read

Financial Market News | Saturday Review

The Week Nvidia Started Underwriting Its Own Demand

Dio Pouerie, +1

Warsh Flips | Japan's $99B Defense | Marvell's Painful Beat | Venezuela Oil Play

Aug 28, 2026

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5 min read

Warsh Flips | Japan's $99B Defense | Marvell's Painful Beat | Venezuela Oil Play

Warsh said conditions are not restrictive and September hike odds jumped to 58%. Japan spent $99B defending the yen and mostly lost. Marvell beat and fell 10%. Chevron neared Venezuelan fields. a16z raised a hardware fund.

Dio Pouerie, +1

AWS Burned Through GPUs | Anthropic Abandoned MatX | Collins Shifts Hawkish | Tech Calls for AI Defense

Aug 28, 2026

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6 min read

AWS Burned Through GPUs | Anthropic Abandoned MatX | Collins Shifts Hawkish | Tech Calls for AI Defense

Nvidia paused the revenue-sharing program its own employees flagged as an antitrust risk. AWS burned a year of GPUs in five months. Anthropic walked from a $7B chip deal. A Fed centrist moved hawkish. Warsh speaks today.

Dio Pouerie, +1

Yes, we’re actually FinancialMarketNews.com– and we live up to the name.

Nvidia Buys MediaTek | Profits Up, Refunds Fade | FSB Names AI Risk | Utilities Collapse

Pentagon Owns Venezuela Oil | Nvidia's SpaceX Problem | Bessent at G20

Financial Market News | Sunday Outlook

Financial Market News | Saturday Review

Warsh Flips | Japan's $99B Defense | Marvell's Painful Beat | Venezuela Oil Play

AWS Burned Through GPUs | Anthropic Abandoned MatX | Collins Shifts Hawkish | Tech Calls for AI Defense

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Yes, we’re actually FinancialMarketNews.com
– and we live up to the name.

Privacy Policy | Terms of Service | SMS Terms
©2026 All rights reserved. FinancialMarketNews.com, a brand of Traders & Quants, LLC.