Dan Gallagher
Technology Columnist, Heard on the Street at The Wall Street Journal
Tech and media for Wall Street Journal's Heard on the Street column. Checked since 2021. Opinions are what I'm paid for. AKA d58gallagher
Articles
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1 week ago |
cn.wsj.com | Dan Gallagher
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1 week ago |
fnlondon.com | Dan Gallagher |Connor Hart
Nvidia’s Business Is Booming Despite Being Shut Out of ChinaThe AI chip maker’s shares rose more than 5% after hours as quarterly revenue surged to a record $44 billion Updated May 28, 2025 at 7:42 PM ET Nvidia’s business is still booming—even with the company effectively shut out of one of the world’s largest markets for advanced artificial-intelligence chips.
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1 week ago |
wsj.com | Dan Gallagher |Connor Hart
More crucially, the company’s data-center business, which includes chips and other components used in AI computing systems, saw revenue surge 73% year-over-year to $39.1 billion. That was just below the $39.36 billion expected by analysts, according to FactSet estimates. Adjusted net income for the quarter came in at $19.89 billion, up 31% from $15.24 billion last year and including a $4.5 billion charge for inventory on chips that Nvidia had designed for the Chinese market.
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1 week ago |
wsj.com | Dan Gallagher
Nvidia, led by Chief Executive Jensen Huang, is forecast to report $18.2 billion of net income. (Brittany Hosea-Small/Reuters)Nvidia is still selling an awful lot of artificial-intelligence chips. What the company doesn’t sell may end up getting more attention when it reports results on Wednesday afternoon. Last month, Nvidia warned investors the U.S. had effectively banned the sale of its H20 chips to Chinese buyers.
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1 week ago |
cn.wsj.com | Dan Gallagher
Informatica的数据管理软件被视为发展AI智能体的关键要素。就Salesforce的最新收购交易而言，时间站在了该公司这一边。但在人工智能(AI)时代，这种好运不会持续太久。这家云软件领域的先行者在周二表示，已达成一项以80亿美元收购Informatica的交易。这个收购价格比一年多一点前Informatica的市值低了约27%，当时《华尔街日报》(The Wall Street Journal)首次报道了双方在进行收购谈判。自那以来，两家公司的增速都大幅放缓，这可能是促使双方重返谈判桌的原因。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8立即订阅 热门文章热门视频
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Apple's stock just staged its biggest one-day rally in more than 25 years. AND it's still down 11% from last week's tariff shock. Trade war far from over and poses big question on margins. $AAPL https://t.co/AUGQXGV0ug
Six largest tech cos have lost a combined $1.7 trillion in market cap over the last two days. That's a 12% drop. More here - >
The Big Losers in Trump’s Tariff Chaos—and a Couple of Survivors https://t.co/AOtGdkTPNF
Why Amazon and Meta (Facebook) are getting hit especially hard in the tariff selloff. Closing the de minimis loophold for low-priced Chinese goods is bad for both. $AMZN $META https://t.co/71mbBO4g86
