Signal & Scale

더보기Nvidia expects about 70% revenue growth in fiscal 2028, yet it still describes supply as constrained. Here is how memory availability and rising memory costs can limit shipments and pressure margins at the same time. Nvidia expects revenue to grow roughly 70% in fiscal 2028, the fiscal year ending in January 2028. Yet the company still describes the outlook as supply-constrained, with memory ..

더보기Boeing’s $131.23 billion F-15 Eagle Crest award is real, but the headline number is an IDIQ ceiling—not guaranteed revenue. Here’s what the $343,740 obligation, future orders and Boeing backlog actually tell investors.Boeing really was awarded an F-15 Eagle Crest contract with a $131.23 billion ceiling. But that ceiling is not the same thing as $131.23 billion of aircraft orders, funded backl..

Meta has raised its 2026 capital expenditure guidance to $130B–145B while expanding its Louisiana AI campus to 5GW and backing multi-gigawatt energy agreements spanning natural gas, grid batteries, and nuclear power. While access to advanced GPUs remains vital, the physical lead time required to secure energized, high-voltage electricity has emerged as a primary binding constraint on AI scaling...

더보기Eli Lilly’s oral GLP-1 Foundayo enters the market at a fraction of Mounjaro’s price. Discover whether this pill expands the obesity market or risks cannibalizing premium injections. Eli Lilly’s newly approved oral GLP-1, Foundayo (orforglipron), enters the obesity market with a substantial pricing discount—costing roughly £100 to £120 a month in the UK compared to approximately £330 for ..

더보기Google did not hand Marvell $12.2B in cash, and Marvell has $0 in guaranteed revenue. Here is what the SEC Form 8-K warrant deal actually proves.Financial headlines went wild over Google’s "$120 billion AI chip deal" and "$12.2 billion Marvell stake." In reality, Google paid $0 in cash upfront, and Marvell was handed $0 in guaranteed orders. The filing reveals a performance-vested customer wa..

더보기Holding a USMCA Certificate of Origin will not block America's 50% Section 338 tariff. Learn how duty stacking overrides preferential trade rules and why 554 Canadian tariff lines are exposed. A USMCA Certificate of Origin eliminates normal baseline customs duties, but it provides zero legal immunity against statutory retaliation. The U.S. administration did not scrap the USMCA; it simply byp..