15th straight quarter beating Wall Street revenue estimates The streak rolls on. 🔗 twitter.com/i/status/205719...

What a surprise—it was another record setting quarter for Nvidia's Data Center revenue FY27 • Q1 $75.2B (+92% YoY) FY26 • Q4 $62.3B • Q3 $51.2B • Q2 $41.1B • Q1 $39.1B FY25 • Q4 $35.6B • Q3 $30.8B • Q2 $26.3B • Q1 $22.6B FY24 • Q4 $18.1B • Q3 $14.5B • Q2 ...

Nvidia FY27 Q2 forecast: "Revenue is expected to be $91.0 billion, plus or minus 2%." Without China btw.

Nvidia quarterly revenue growth (YoY) FY27 Q1 +85% FY26 Q4 +73% Q3 +62% Q2 +56% Q1 +69% FY25 Q4 +78% Q3 +94% Q2 +122% Q1 +262% FY24 Q4 +265% Q3 +206% Q2 +101% Q1 +19%

Waiting on one more now... SpaceX • Listing Date: June 12 • Target raise: $75 billion • Target valuation: $1.75 trillion OpenAI • Target Date: September • Target Raise: TBD • Current valuation: $852 billion Anthropic • Target Date: End of Year • Target Raise: ... 🔗 twitter.com/i/status/205713...

The boomer in the office making 3x your salary 🔗 twitter.com/i/status/205711...

Google Search is getting its biggest makeover in 25 years: Intelligent Search Bar • Expands for longer queries • AI-powered query suggestions • Follow-up questions in AI mode Search Agents • Navigate web for users • Run in the background 24/7 • Track changes ac... 🔗 x.com/MorningBrew/status/20...

“How many Nvidia shares do you own?”

Expense Report FC 🔗 twitter.com/i/status/205685...

Skipped the $28 lunch yesterday 🥱

Major AI-driven layoffs this year • Oracle 30,000 • Amazon 16,000 • Meta 8,000 • Block 4,000 • Cisco 4,000 • Intuit 3,000 • WiseTech 2,000 • Atlassian 1,600 ... 🔗 x.com/MorningBrew/status/20...

🔗 twitter.com/i/status/205708...

At $23 billion, Kroenke's sports portfolio is the most valuable in the world 🏈 Rams $10.4 billion ⚽️ Arsenal $5.4 billion 🏀 Nuggets $4.8 billion 🏒 Avs $1.8 billion ⚽️ Rapids $480 million Not a bad collection 🔗 twitter.com/i/status/205710...

Stan Kroenke's sports empire is running the 2020s Major Titles— • 2021: LA Rams (Super Bowl LVI) • 2022: Colorado Avalanche (Stanley Cup) • 2023: Denver Nuggets (NBA Finals) • 2026: Arsenal (Premier League) Have a decade, Stan

Employees being called "lower-value human capital" in an AI-driven layoff announcement 🔗 twitter.com/i/status/205681...

Standard Chartered plans to cut ~7,500 support roles by 2030 as the bank increases its AI usage "It's not cost-cutting. It's replacing in some cases lower-value human capital with the financial capital and ​the investment capital we're putting in [to AI]." - CEO Bill Winters

Bond yields greeting Kevin Warsh on his first day as Fed Chair

🔗 twitter.com/i/status/205676...

THIS AM: The 30-year Treasury Yield has hit 5.18%, its highest level since July 2007 Don't look up what happened next

"I work remote full-time" - Bland - Corporate - Slacker stereotype "I live in isolation six days a week" - Mysterious - Elicits concern - Displays dedication

Grok is this true?

The week ahead: Monday: • Elon Musk vs. Sam Altman jury deliberations begin • G7 finance ministers meet in Paris • NBA Conference Finals start Tuesday: • Google I/O 2026 • Home Depot earnings Wednesday: • Nvidia earnings • Fed minutes released • NHL Conference Finals start Thursday: • Wal...

Clothing retailer Everlane is being sold to fast-fashion company Shein for $100 million, per Puck Keep an eye out for updates to the Everlane website "About" page:

RIP Spotify disco ball logo May 2026–May 2026 🔗 twitter.com/i/status/205603...

Me, waiting for my coworkers to join the video call:

"Now remind them that the watches aren't limited edition"

"So Audemars Piguet and Swatch collabed on a pocket watch collection, and people all over the world waited in line forever to get one, but things got out of control and some people got arrested and Swatch had to close some of their stores, but then it turned out ... 🔗 x.com/MorningBrew/status/20...

Long Island Rail Road strike, by the numbers: • First LIRR strike since 1994 • More than 3,500 engineers, machinists, and signalmen are on strike • The LIRR carries more than 256,000 riders on an average weekday •The strike could cost the region $61 million a day, per the state comptroller's office

Lunch with the Oracle or $500,000? 🤔

"Got time to hop on a quick call?" 🔗 twitter.com/i/status/205517...

"He bought in yesterday after getting chip trade fomo. Have everyone take profits." 🔗 twitter.com/i/status/205529...

BREAKING: Semi stocks

Today is Jerome Powell's final day as Fed Chair The end of an era.

Every other post on the timeline for some reason

Somewhere out there, Pam Bondi smiles

"Martha Stewart's new AI startup" 🔗 twitter.com/i/status/205455...

Cerebras, by the numbers: IPO: • Price: $185 • Shares: 30 million • Raise: $5.55 billion • Valuation: $56.4 billion At the open: • Price: $350 (+89%) • Valuation: $100+ billion It's the largest U.S. tech IPO since Uber in 2019

Not really finding anything about AI in here

Never go to the office happy hour on an empty stomach 🔗 twitter.com/i/status/205486...

This season's golden cups 🔗 twitter.com/i/status/205463...

Nvidia on March 29— • YTD: -11.4% • Market Cap: $4.0 trillion Nvidia since— • Return: +42.7% • Market Cap: $5.7 trillion What else can you say 🔗 twitter.com/i/status/205495...

Friday came early

JUST IN: Kevin Warsh has been confirmed by the Senate as the next chair of the Federal Reserve The 54-45 vote was the closest in history for a Fed chair nominee

🔗 twitter.com/i/status/205441...

The only asset worth more than Nvidia? Gold.

Hilarious stat—Lionel Messi will earn more than every MLS team except LAFC this year Guaranteed compensation: 1. LAFC – $32.7M • Messi - $28.3M 2. Atlanta Utd - $27.9M 3. LA Galaxy - $26.4M 4. Vancouver Whitecaps - $24.6M 5. San Diego FC - $24.4M Goat.

Largest midterm election donors (so far): 1. a16z $115.5 million 2. George Soros $102.9 million 3. Elon Musk $85 million

Signing off on a Friday afternoon Zoom call 🔗 twitter.com/i/status/205425...

Another milestone for Kingvidia It's now the first company in history with a market cap of $5.5 trillion