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Walmart has stated that its e-commerce business is now profitable.
Walmart achieved a record number of net new additions to its Walmart Plus membership program in the latest quarter.
Nvidia's data center business now accounts for 92% of the company's total revenue.
Hyperscaler CapEx spending is projected to nearly double this year.
Nvidia announced an $80 billion stock buyback plan and increased its quarterly dividend to $0.25 per share.
Angelo Zino predicts Nvidia will return at least $100 billion to shareholders over the next 12 months.
Deere received an IEPA tariff refund of approximately $272 million in the quarter, which contributed about $0.75 to its earnings per share.
SpaceX plans to substantially expand its compute capacity and establish data centers in space as part of its AI strategy.
SpaceX's long-term projects include establishing a civilization on Mars, building a lunar economy, asteroid mining, and space tourism.
SpaceX's S-1 filing claims a Total Addressable Market (TAM) of $27-28 trillion, the largest portion of which is attributed to AI.
Walmart has managed to absorb almost all of the recent increase in fuel costs, according to company statements.
Walmart has shifted its business mix, which provides flexibility to offset unexpected high costs such as fuel.